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Howard Bailey Securities’s JPMorgan Chase JPM Stock Holding History

Howard Bailey Securities’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 		$418K Sell
1,276
-81
-6% -$25.2K 0.16% 68
2026
Q1 		$399K Buy
1,357
+299
+28% +$90.7K 0.16% 82
2025
Q4 		$341K Sell
1,058
-138
-12% -$42.7K 0.13% 91
2025
Q3 		$377K Buy
1,196
+143
+14% +$42.5K 0.11% 92
2025
Q2 		$305K Sell
1,053
-406
-28% -$104K 0.09% 110
2025
Q1 		$358K Sell
1,459
-5,115
-78% -$1.3M 0.12% 97
2024
Q4 		$1.58M Buy
+6,574
New +$1.53M 0.59% 42

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

Howard Bailey Securities's JPM Position: Q2 2026 in Review

Howard Bailey Securities reduced its JPMorgan Chase (JPM) stake by 6% in Q2 2026, selling an estimated $25.2K and leaving 1,276 shares worth $418K. The position accounts for 0.16% of the portfolio, ranked #68.

Howard Bailey Securities first reported a position in JPM in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.58M in Q4 2024. 5,132 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Howard Bailey Securities held 1,276 shares of JPMorgan Chase worth $418K as of Q2 2026.
  • Howard Bailey Securities sold 81 JPMorgan Chase shares in Q2 2026, an estimated $25.2K.
  • JPMorgan Chase made up 0.16% of Howard Bailey Securities's portfolio in Q2 2026, its #68 holding.
  • Howard Bailey Securities first reported a position in JPMorgan Chase in Q4 2024 and has held it in 7 quarters since.
  • Howard Bailey Securities's JPMorgan Chase position peaked at $1.58M in Q4 2024.
  • 5,132 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Howard Bailey Securities's 13F filing for Q2 2026, filed 10 Aug 2026.