Greenwood Gearhart’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $24M | Buy |
73,271
+2,601
| +4% | +$808K | 1.12% | 28 |
|
|
2026
Q1 | $20.8M | Buy |
70,670
+3,228
| +5% | +$980K | 1.12% | 27 |
|
|
2025
Q4 | $21.7M | Sell |
67,442
-1,167
| -2% | -$361K | 1.2% | 28 |
|
|
2025
Q3 | $21.6M | Buy |
68,609
+486
| +0.7% | +$145K | 1.25% | 27 |
|
|
2025
Q2 | $19.7M | Buy |
68,123
+1,451
| +2% | +$370K | 1.23% | 28 |
|
|
2025
Q1 | $16.4M | Sell |
66,672
-1,426
| -2% | -$364K | 1.13% | 27 |
|
|
2024
Q4 | $16.3M | Buy |
68,098
+3,251
| +5% | +$757K | 1.13% | 27 |
|
|
2024
Q3 | $13.7M | Sell |
64,847
-16,116
| -20% | -$3.39M | 1.14% | 29 |
|
|
2024
Q2 | $16.4M | Sell |
80,963
-554
| -0.7% | -$108K | 1.54% | 23 |
|
|
2024
Q1 | $16.3M | Sell |
81,517
-11,892
| -13% | -$2.15M | 1.59% | 23 |
|
|
2023
Q4 | $15.9M | Sell |
93,409
-1,142
| -1% | -$173K | 1.69% | 18 |
|
|
2023
Q3 | $13.7M | Buy |
94,551
+1,315
| +1% | +$197K | 1.62% | 21 |
|
|
2023
Q2 | $13.6M | Buy |
93,236
+3,591
| +4% | +$494K | 1.58% | 20 |
|
|
2023
Q1 | $11.7M | Buy |
89,645
+3,301
| +4% | +$452K | 1.49% | 28 |
|
|
2022
Q4 | $11.6M | Buy |
86,344
+3,593
| +4% | +$455K | 1.64% | 24 |
|
|
2022
Q3 | $8.65M | Buy |
82,751
+5,210
| +7% | +$598K | 1.37% | 31 |
|
|
2022
Q2 | $8.73M | Buy |
77,541
+4,701
| +6% | +$582K | 1.39% | 32 |
|
|
2022
Q1 | $9.93M | Buy |
72,840
+4,058
| +6% | +$599K | 1.36% | 34 |
|
|
2021
Q4 | $10.9M | Buy |
68,782
+5,137
| +8% | +$844K | 1.5% | 28 |
|
|
2021
Q3 | $10.4M | Buy |
63,645
+3,125
| +5% | +$490K | 1.61% | 26 |
|
|
2021
Q2 | $9.41M | Buy |
60,520
+2,652
| +5% | +$417K | 1.52% | 30 |
|
|
2021
Q1 | $8.81M | Buy |
57,868
+292
| +0.5% | +$42K | 1.57% | 29 |
|
|
2020
Q4 | $7.32M | Buy |
57,576
+4,751
| +9% | +$531K | 1.42% | 31 |
|
|
2020
Q3 | $5.08M | Buy |
52,825
+769
| +1% | +$75.5K | 1.18% | 38 |
|
|
2020
Q2 | $4.9M | Buy |
+52,056
| New | +$4.94M | 1.29% | 35 |
|
|
2020
Q1 | – | Sell |
-1,830
| Closed | -$255K | – | 70 |
|
|
2019
Q4 | $255K | Sell |
1,830
-40
| -2% | -$5.13K | 0.07% | 62 |
|
|
2019
Q3 | $220K | Sell |
1,870
-1,600
| -46% | -$181K | 0.06% | 65 |
|
|
2019
Q2 | $388K | Buy |
+3,470
| New | +$383K | 0.1% | 62 |
|
|
2013
Q3 | – | Sell |
-70,109
| Closed | -$3.7M | – | 53 |
|
|
2013
Q2 | $3.7M | Buy |
+70,109
| New | +$3.56M | 2.27% | 15 |
|
Other funds holding JPM
Greenwood Gearhart's JPM Position: Q2 2026 in Review
Greenwood Gearhart increased its JPMorgan Chase (JPM) stake by 3.7% in Q2 2026, buying an estimated $808K and bringing the position to 73,271 shares worth $24M. The position accounts for 1.12% of the portfolio, ranked #28.
Greenwood Gearhart first reported a position in JPM in Q2 2013 and has held it in 29 quarters since. 5,143 funds tracked by Wall St. Rank hold JPM as of Q2 2026.
- Greenwood Gearhart held 73,271 shares of JPMorgan Chase worth $24M as of Q2 2026.
- Greenwood Gearhart bought 2,601 JPMorgan Chase shares in Q2 2026, an estimated $808K.
- JPMorgan Chase made up 1.12% of Greenwood Gearhart's portfolio in Q2 2026, its #28 holding.
- Greenwood Gearhart first reported a position in JPMorgan Chase in Q2 2013 and has held it in 29 quarters since.
- 5,143 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.
Based on Greenwood Gearhart's 13F filing for Q2 2026, filed 24 Jul 2026.