Highlander Partners’s JPMorgan Chase JPM Stock Holding History

Highlander 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	$491K	Hold	1,500	–	–	0.16%	26
2026 Q1	$441K	Hold	1,500	–	–	0.17%	27
2025 Q4	$483K	Hold	1,500	–	–	0.17%	29
2025 Q3	$473K	Hold	1,500	–	–	0.17%	28
2025 Q2	$435K	Hold	1,500	–	–	0.17%	30
2025 Q1	$368K	Hold	1,500	–	–	0.23%	29
2024 Q4	$360K	Hold	1,500	–	–	0.2%	25
2024 Q3	$332K	Hold	1,500	–	–	0.2%	27
2024 Q2	$300K	Hold	1,500	–	–	0.2%	27
2024 Q1	$288K	Buy	+1,500	New	+$271K	0.2%	29
2023 Q1	–	Sell	-45,400	Closed	-$6.09M	–	24
2022 Q4	$6.09M	Hold	45,400	–	–	8.25%	5
2022 Q3	$4.74M	Buy	45,400 +16,400	+57%	+$1.88M	7.06%	6
2022 Q2	$3.27M	Hold	29,000	–	–	4.3%	8
2022 Q1	$3.95M	Hold	29,000	–	–	4.96%	8
2021 Q4	$4.59M	Buy	+29,000	New	+$4.76M	5.6%	7

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

Highlander Partners's JPM Position: Q2 2026 in Review

Highlander Partners held its JPMorgan Chase (JPM) position steady in Q2 2026 at 1,500 shares worth $491K. The position accounts for 0.16% of the portfolio, ranked #26.

Highlander Partners first reported a position in JPM in Q4 2021 and has held it in 15 quarters since. The position peaked at $6.09M in Q4 2022. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Highlander Partners held 1,500 shares of JPMorgan Chase worth $491K as of Q2 2026.
Highlander Partners left its JPMorgan Chase share count unchanged in Q2 2026.
JPMorgan Chase made up 0.16% of Highlander Partners's portfolio in Q2 2026, its #26 holding.
Highlander Partners first reported a position in JPMorgan Chase in Q4 2021 and has held it in 15 quarters since.
Highlander Partners's JPMorgan Chase position peaked at $6.09M in Q4 2022.
5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

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