Gruss & Co’s JPMorgan Chase JPM Stock Holding History

Gruss & Co’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	$327K	Sell	1,000 -500	-33%	-$155K	0.8%	24
2026 Q1	$441K	Buy	1,500 +500	+50%	+$152K	1.03%	18
2025 Q4	$322K	Sell	1,000 -1,000	-50%	-$310K	0.71%	24
2025 Q3	$631K	Buy	2,000 +1,000	+100%	+$297K	1.64%	9
2025 Q2	$290K	Sell	1,000 -1,000	-50%	-$255K	1.36%	14
2025 Q1	$491K	Buy	2,000 +1,000	+100%	+$255K	2.14%	8
2024 Q4	$240K	Buy	+1,000	New	+$233K	1.02%	19
2017 Q2	–	Sell	-20,000	Closed	-$1.76M	–	39
2017 Q1	$1.76M	Hold	20,000	–	–	1.77%	17
2016 Q4	$1.73M	Buy	+20,000	New	+$1.53M	1.88%	17

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Gruss & Co's JPM Position: Q2 2026 in Review

Gruss & Co reduced its JPMorgan Chase (JPM) stake by 33% in Q2 2026, selling an estimated $155K and leaving 1,000 shares worth $327K. The position accounts for 0.8% of the portfolio, ranked #24.

Gruss & Co first reported a position in JPM in Q4 2016 and has held it in 9 quarters since. The position peaked at $1.76M in Q1 2017. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Gruss & Co held 1,000 shares of JPMorgan Chase worth $327K as of Q2 2026.
Gruss & Co sold 500 JPMorgan Chase shares in Q2 2026, an estimated $155K.
JPMorgan Chase made up 0.8% of Gruss & Co's portfolio in Q2 2026, its #24 holding.
Gruss & Co first reported a position in JPMorgan Chase in Q4 2016 and has held it in 9 quarters since.
Gruss & Co's JPMorgan Chase position peaked at $1.76M in Q1 2017.
5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Gruss & Co's 13F filing for Q2 2026, filed 5 Aug 2026.