Holowesko Partners’s JPMorgan Chase JPM Stock Holding History

Holowesko 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	$1.64M	Hold	5,000	–	–	0.41%	29
2026 Q1	$1.47M	Hold	5,000	–	–	0.41%	23
2025 Q4	$1.61M	Hold	5,000	–	–	0.56%	20
2025 Q3	$1.58M	Hold	5,000	–	–	0.58%	20
2025 Q2	$1.45M	Hold	5,000	–	–	0.48%	22
2025 Q1	$1.23M	Sell	5,000 -13,400	-73%	-$3.42M	0.46%	21
2024 Q4	$4.41M	Hold	18,400	–	–	2.02%	15
2024 Q3	$3.88M	Sell	18,400 -5,000	-21%	-$1.05M	2.05%	14
2024 Q2	$4.73M	Sell	23,400 -46,900	-67%	-$9.17M	2.53%	14
2024 Q1	$14.1M	Sell	70,300 -1,800	-2%	-$325K	5.24%	9
2023 Q4	$12.3M	Hold	72,100	–	–	4.11%	11
2023 Q3	$10.5M	Hold	72,100	–	–	4.41%	13
2023 Q2	$10.5M	Buy	72,100 +20,000	+38%	+$2.75M	4.59%	10
2023 Q1	$6.79M	Sell	52,100 -36,700	-41%	-$5.03M	3.56%	11
2022 Q4	$11.9M	Buy	88,800 +13,500	+18%	+$1.71M	5.72%	7
2022 Q3	$7.87M	Buy	75,300 +6,000	+9%	+$689K	4.44%	9
2022 Q2	$7.8M	Buy	69,300 +57,300	+478%	+$7.1M	4.09%	12
2022 Q1	$1.64M	Buy	12,000 +2,000	+20%	+$295K	0.79%	22
2021 Q4	$1.58M	Hold	10,000	–	–	0.65%	20
2021 Q3	$1.64M	Hold	10,000	–	–	0.61%	22
2021 Q2	$1.55M	Hold	10,000	–	–	0.39%	21
2021 Q1	$1.52M	Sell	10,000 -4,000	-29%	-$575K	0.41%	24
2020 Q4	$1.78M	Hold	14,000	–	–	0.48%	24
2020 Q3	$1.35M	Buy	+14,000	New	+$1.37M	0.23%	20

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

Holowesko Partners's JPM Position: Q2 2026 in Review

Holowesko Partners held its JPMorgan Chase (JPM) position steady in Q2 2026 at 5,000 shares worth $1.64M. The position accounts for 0.41% of the portfolio, ranked #29.

Holowesko Partners first reported a position in JPM in Q3 2020 and has held it in 24 quarters since. The position peaked at $14.1M in Q1 2024. 5,125 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Holowesko Partners held 5,000 shares of JPMorgan Chase worth $1.64M as of Q2 2026.
Holowesko Partners left its JPMorgan Chase share count unchanged in Q2 2026.
JPMorgan Chase made up 0.41% of Holowesko Partners's portfolio in Q2 2026, its #29 holding.
Holowesko Partners first reported a position in JPMorgan Chase in Q3 2020 and has held it in 24 quarters since.
Holowesko Partners's JPMorgan Chase position peaked at $14.1M in Q1 2024.
5,125 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Holowesko Partners's 13F filing for Q2 2026, filed 13 Aug 2026.