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Guardian Investment Management’s JPMorgan Chase JPM Stock Holding History

Guardian Investment Management’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 		$2.03M Sell
6,210
-743
-11% -$231K 1.31% 22
2026
Q1 		$2.05M Sell
6,953
-1,281
-16% -$389K 1.61% 17
2025
Q4 		$2.65M Sell
8,234
-200
-2% -$61.9K 2.07% 14
2025
Q3 		$2.66M Sell
8,434
-15
-0.2% -$4.46K 2.26% 14
2025
Q2 		$2.45M Sell
8,449
-4,800
-36% -$1.22M 2.47% 11
2025
Q1 		$3.25M Sell
13,249
-5,900
-31% -$1.5M 2.74% 9
2024
Q4 		$4.59M Sell
19,149
-500
-3% -$116K 3.28% 8
2024
Q3 		$4.14M Sell
19,649
-25
-0.1% -$5.27K 3.57% 7
2024
Q2 		$3.98M Sell
19,674
-500
-2% -$97.8K 2.85% 10
2024
Q1 		$4.04M Sell
20,174
-2,261
-10% -$408K 3.25% 6
2023
Q4 		$3.82M Sell
22,435
-33
-0.1% -$5K 3.21% 6
2023
Q3 		$3.26M Hold
22,468
– – 2.96% 10
2023
Q2 		$3.27M Buy
22,468
+5,614
+33% +$772K 2.78% 9
2023
Q1 		$2.52M Sell
16,854
-5,605
-25% -$768K 1.89% 21
2022
Q4 		$3.01M Sell
22,459
-300
-1% -$38K 2.85% 9
2022
Q3 		$2.38M Buy
22,759
+4,000
+21% +$459K 2.41% 16
2022
Q2 		$2.11M Buy
18,759
+100
+0.5% +$12.4K 1.84% 20
2022
Q1 		$2.54M Buy
18,659
+2,000
+12% +$295K 1.98% 18
2021
Q4 		$2.64M Hold
16,659
– – 1.83% 21
2021
Q3 		$2.73M Buy
16,659
+75
+0.5% +$11.8K 2.01% 20
2021
Q2 		$2.58M Hold
16,584
– – 1.76% 23
2021
Q1 		$2.53M Sell
16,584
-5,350
-24% -$770K 1.8% 22
2020
Q4 		$2.79M Hold
21,934
– – 2.11% 17
2020
Q3 		$2.11M Hold
21,934
– – 1.84% 19
2020
Q2 		$2.06M Sell
21,934
-50
-0.2% -$4.74K 1.87% 20
2020
Q1 		$1.98M Sell
21,984
-550
-2% -$66.8K 2.03% 18
2019
Q4 		$3.14M Buy
22,534
+2,200
+11% +$282K 2.5% 12
2019
Q3 		$2.39M Sell
20,334
-2,500
-11% -$283K 2.13% 14
2019
Q2 		$2.55M Sell
22,834
-100
-0.4% -$11K 2.22% 15
2019
Q1 		$2.32M Hold
22,934
– – 2.01% 19
2018
Q4 		$2.24M Buy
22,934
+500
+2% +$53.3K 2.07% 20
2018
Q3 		$2.53M Buy
22,434
+580
+3% +$65.8K 2.23% 17
2018
Q2 		$2.25M Buy
21,854
+1,670
+8% +$183K 2.15% 17
2018
Q1 		$2.22M Sell
20,184
-3,300
-14% -$374K 2.37% 17
2017
Q4 		$2.51M Buy
23,484
+933
+4% +$94.5K 2.65% 15
2017
Q3 		$2.15M Buy
22,551
+200
+0.9% +$18.4K 2.38% 17
2017
Q2 		$2.04M Buy
22,351
+450
+2% +$38.8K 2.26% 17
2017
Q1 		$1.92M Buy
21,901
+6,661
+44% +$588K 2.09% 17
2016
Q4 		$1.31M Buy
15,240
+686
+5% +$52.3K 1.52% 25
2016
Q3 		$904K Hold
14,554
– – 1.01% 37
2016
Q2 		$904K Buy
14,554
+54
+0.4% +$3.37K 1.01% 37
2016
Q1 		$859K Sell
14,500
-4,500
-24% -$263K 0.98% 38
2015
Q4 		$1.25M Hold
19,000
– – 1.35% 32
2015
Q3 		$1.17M Sell
19,000
-1,000
-5% -$65.5K 1.29% 31
2015
Q2 		$1.36M Buy
+20,000
New +$1.31M 1.52% 29

Other funds holding JPM

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
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Guardian Investment Management's JPM Position: Q2 2026 in Review

Guardian Investment Management reduced its JPMorgan Chase (JPM) stake by 11% in Q2 2026, selling an estimated $231K and leaving 6,210 shares worth $2.03M. The position accounts for 1.31% of the portfolio, ranked #22.

Guardian Investment Management first reported a position in JPM in Q2 2015 and has held it in 45 quarters since. The position peaked at $4.59M in Q4 2024. 2,133 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Guardian Investment Management held 6,210 shares of JPMorgan Chase worth $2.03M as of Q2 2026.
  • Guardian Investment Management sold 743 JPMorgan Chase shares in Q2 2026, an estimated $231K.
  • JPMorgan Chase made up 1.31% of Guardian Investment Management's portfolio in Q2 2026, its #22 holding.
  • Guardian Investment Management first reported a position in JPMorgan Chase in Q2 2015 and has held it in 45 quarters since.
  • Guardian Investment Management's JPMorgan Chase position peaked at $4.59M in Q4 2024.
  • 2,133 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Guardian Investment Management's 13F filing for Q2 2026, filed 20 Jul 2026.