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Havemeyer Place’s JPMorgan Chase JPM Stock Holding History

Havemeyer Place’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 		$356K Sell
1,088
-1,795
-62% -$557K 0.04% 419
2026
Q1 		$848K Buy
2,883
+1,953
+210% +$593K 0.1% 336
2025
Q4 		$300K Buy
+930
New +$288K 0.06% 390

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 $3.38T AUM 44.17% 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

Havemeyer Place's JPM Position: Q2 2026 in Review

Havemeyer Place reduced its JPMorgan Chase (JPM) stake by 62% in Q2 2026, selling an estimated $557K and leaving 1,088 shares worth $356K. The position accounts for 0.04% of the portfolio, ranked #419.

Havemeyer Place first reported a position in JPM in Q4 2025 and has held it in 3 quarters since. The position peaked at $848K in Q1 2026. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Havemeyer Place held 1,088 shares of JPMorgan Chase worth $356K as of Q2 2026.
  • Havemeyer Place sold 1,795 JPMorgan Chase shares in Q2 2026, an estimated $557K.
  • JPMorgan Chase made up 0.04% of Havemeyer Place's portfolio in Q2 2026, its #419 holding.
  • Havemeyer Place first reported a position in JPMorgan Chase in Q4 2025 and has held it in 3 quarters since.
  • Havemeyer Place's JPMorgan Chase position peaked at $848K in Q1 2026.
  • 5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Havemeyer Place's 13F filing for Q2 2026, filed 13 Aug 2026.