GP
JPM icon

Guardian Partners’s JPMorgan Chase JPM Stock Holding History

Guardian Partners’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 		$27.9M Sell
85,096
-10,792
-11% -$3.35M 2.51% 8
2026
Q1 		$28.3M Sell
95,888
-4,930
-5% -$1.5M 2.36% 7
2025
Q4 		$31.9M Buy
100,818
+12,030
+14% +$3.72M 2.56% 7
2025
Q3 		$27.6M Sell
88,788
-191
-0.2% -$56.8K 2.33% 9
2025
Q2 		$25.2M Sell
88,979
-1,938
-2% -$495K 2.26% 9
2025
Q1 		$21.9M Sell
90,917
-3,698
-4% -$943K 2.26% 9
2024
Q4 		$23M Buy
+94,615
New +$22M 2.34% 8

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Guardian Partners's JPM Position: Q2 2026 in Review

Guardian Partners reduced its JPMorgan Chase (JPM) stake by 11% in Q2 2026, selling an estimated $3.35M and leaving 85,096 shares worth $27.9M. The position accounts for 2.51% of the portfolio, ranked #8.

Guardian Partners first reported a position in JPM in Q4 2024 and has held it in 7 quarters since. The position peaked at $31.9M in Q4 2025. 5,137 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Guardian Partners held 85,096 shares of JPMorgan Chase worth $27.9M as of Q2 2026.
  • Guardian Partners sold 10,792 JPMorgan Chase shares in Q2 2026, an estimated $3.35M.
  • JPMorgan Chase made up 2.51% of Guardian Partners's portfolio in Q2 2026, its #8 holding.
  • Guardian Partners first reported a position in JPMorgan Chase in Q4 2024 and has held it in 7 quarters since.
  • Guardian Partners's JPMorgan Chase position peaked at $31.9M in Q4 2025.
  • 5,137 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Guardian Partners's 13F filing for Q2 2026, filed 29 Jul 2026.