Human Investing’s JPMorgan Chase JPM Stock Holding History

Human Investing’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	Buy	1,277 +3	+0.2%	+$932	0.05%	72
2026 Q1	$375K	Buy	1,274 +119	+10%	+$36.1K	0.05%	69
2025 Q4	$372K	Sell	1,155 -43	-4%	-$13.3K	0.05%	72
2025 Q3	$378K	Buy	1,198 +59	+5%	+$17.5K	0.06%	69
2025 Q2	$330K	Buy	1,139 +3	+0.3%	+$766	0.05%	72
2025 Q1	$279K	Buy	1,136 +91	+9%	+$23.2K	0.05%	75
2024 Q4	$250K	Sell	1,045 -53	-5%	-$12.3K	0.04%	87
2024 Q3	$232K	Buy	+1,098	New	+$231K	0.04%	92
2021 Q2	–	Sell	-388	Closed	-$59K	–	201
2021 Q1	$59K	Hold	388	–	–	0.02%	151
2020 Q4	$49K	Hold	388	–	–	0.01%	164
2020 Q3	$37K	Hold	388	–	–	0.01%	164
2020 Q2	$36K	Hold	388	–	–	0.01%	165
2020 Q1	$35K	Hold	388	–	–	0.02%	172
2019 Q4	$54K	Hold	388	–	–	0.02%	202
2019 Q3	$46K	Hold	388	–	–	0.02%	214
2019 Q2	$43K	Hold	388	–	–	0.02%	211
2019 Q1	$39K	Sell	388 -353	-48%	-$36.4K	0.01%	200
2018 Q4	$72K	Buy	+741	New	+$79K	0.03%	181

Other funds holding JPM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Human Investing's JPM Position: Q2 2026 in Review

Human Investing increased its JPMorgan Chase (JPM) stake by 0.24% in Q2 2026, buying an estimated $932 and bringing the position to 1,277 shares worth $418K. The position accounts for 0.05% of the portfolio, ranked #72.

Human Investing first reported a position in JPM in Q4 2018 and has held it in 18 quarters since. 2,568 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Human Investing held 1,277 shares of JPMorgan Chase worth $418K as of Q2 2026.
Human Investing bought 3 JPMorgan Chase shares in Q2 2026, an estimated $932.
JPMorgan Chase made up 0.05% of Human Investing's portfolio in Q2 2026, its #72 holding.
Human Investing first reported a position in JPMorgan Chase in Q4 2018 and has held it in 18 quarters since.
2,568 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Human Investing's 13F filing for Q2 2026, filed 20 Jul 2026.