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Headland Capital’s JPMorgan Chase JPM Stock Holding History

Headland Capital’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 		$266K Buy
812
+1
+0.1% +$311 0.07% 50
2026
Q1 		$239K Sell
811
-5
-0.6% -$1.52K 0.07% 53
2025
Q4 		$263K Sell
816
-58
-7% -$18K 0.07% 55
2025
Q3 		$276K Sell
874
-25
-3% -$7.43K 0.08% 52
2025
Q2 		$261K Buy
899
+77
+9% +$19.6K 0.08% 48
2025
Q1 		$202K Buy
+822
New +$210K 0.07% 56

Other funds holding JPM

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Headland Capital's JPM Position: Q2 2026 in Review

Headland Capital increased its JPMorgan Chase (JPM) stake by 0.12% in Q2 2026, buying an estimated $311 and bringing the position to 812 shares worth $266K. The position accounts for 0.07% of the portfolio, ranked #50.

Headland Capital first reported a position in JPM in Q1 2025 and has held it in 6 quarters since. The position peaked at $276K in Q3 2025. 3,139 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Headland Capital held 812 shares of JPMorgan Chase worth $266K as of Q2 2026.
  • Headland Capital bought 1 JPMorgan Chase share in Q2 2026, an estimated $311.
  • JPMorgan Chase made up 0.07% of Headland Capital's portfolio in Q2 2026, its #50 holding.
  • Headland Capital first reported a position in JPMorgan Chase in Q1 2025 and has held it in 6 quarters since.
  • Headland Capital's JPMorgan Chase position peaked at $276K in Q3 2025.
  • 3,139 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Headland Capital's 13F filing for Q2 2026, filed 29 Jul 2026.