Illumine Investment Management’s JPMorgan Chase JPM Stock Holding History

Illumine Investment Management’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	–	Sell	-3,241	Closed	-$1.01M	–	57
2026 Q1	$953K	Hold	3,241	–	–	0.73%	50
2025 Q4	$1.04M	Sell	3,241 -200	-6%	-$61.9K	0.76%	49
2025 Q3	$1.09M	Hold	3,441	–	–	0.77%	49
2025 Q2	$998K	Hold	3,441	–	–	0.79%	42
2025 Q1	$844K	Hold	3,441	–	–	0.69%	43
2024 Q4	$825K	Buy	+3,441	New	+$801K	0.68%	47

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 $3.38T AUM 44.17% 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

Illumine Investment Management's JPM Position: Q2 2026 in Review

Illumine Investment Management sold out of JPMorgan Chase (JPM) in Q2 2026, closing a stake of 3,241 shares — an estimated $1.01M sold.

Illumine Investment Management first reported a position in JPM in Q4 2024 and held it in 6 quarters. The position peaked at $1.09M in Q3 2025. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Illumine Investment Management reported no remaining JPMorgan Chase position as of Q2 2026 after selling out during the quarter.
Illumine Investment Management sold 3,241 JPMorgan Chase shares in Q2 2026, an estimated $1.01M.
Illumine Investment Management first reported a position in JPMorgan Chase in Q4 2024 and held it in 6 quarters.
Illumine Investment Management's JPMorgan Chase position peaked at $1.09M in Q3 2025.
5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Illumine Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.