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Griffith & Werner’s JPMorgan Chase JPM Stock Holding History

Griffith & Werner’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.34M Buy
4,108
+596
+17% +$185K 0.63% 34
2026
Q1 		$1.03M Buy
3,512
+4
+0.1% +$1.21K 0.51% 36
2025
Q4 		$1.13M Hold
3,508
– – 0.58% 35
2025
Q3 		$1.11M Buy
+3,508
New +$1.04M 0.58% 35
2025
Q1 		$900K Sell
3,670
-50
-1% -$12.7K 0.56% 34
2024
Q4 		$892K Buy
+3,720
New +$866K 0.59% 34

Other funds holding JPM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Griffith & Werner's JPM Position: Q2 2026 in Review

Griffith & Werner increased its JPMorgan Chase (JPM) stake by 17% in Q2 2026, buying an estimated $185K and bringing the position to 4,108 shares worth $1.34M. The position accounts for 0.63% of the portfolio, ranked #34.

Griffith & Werner first reported a position in JPM in Q4 2024 and has held it in 6 quarters since. 2,568 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Griffith & Werner held 4,108 shares of JPMorgan Chase worth $1.34M as of Q2 2026.
  • Griffith & Werner bought 596 JPMorgan Chase shares in Q2 2026, an estimated $185K.
  • JPMorgan Chase made up 0.63% of Griffith & Werner's portfolio in Q2 2026, its #34 holding.
  • Griffith & Werner first reported a position in JPMorgan Chase in Q4 2024 and has held it in 6 quarters since.
  • 2,568 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Griffith & Werner's 13F filing for Q2 2026, filed 30 Jul 2026.