InceptionR’s JPMorgan Chase JPM Stock Holding History

InceptionR’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	$306K	Buy	+935	New	+$290K	0.08%	461
2025 Q3	–	Sell	-3,688	Closed	-$1.07M	–	816
2025 Q2	$1.07M	Buy	+3,688	New	+$941K	0.25%	138
2024 Q3	–	Sell	-1,898	Closed	-$384K	–	761
2024 Q2	$384K	Sell	1,898 -4,402	-70%	-$861K	0.11%	356
2024 Q1	$1.26M	Buy	+6,300	New	+$1.14M	0.32%	88
2023 Q3	–	Sell	-4,654	Closed	-$677K	–	486
2023 Q2	$677K	Buy	+4,654	New	+$640K	0.36%	82
2023 Q1	–	Sell	-3,281	Closed	-$440K	–	511
2022 Q4	$440K	Buy	+3,281	New	+$416K	0.23%	189

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

InceptionR's JPM Position: Q2 2026 in Review

InceptionR opened a new position in JPMorgan Chase (JPM) in Q2 2026: 935 shares worth $306K. The stake represents 0.08% of the portfolio and ranks #461 among its holdings. This is a return to the name: InceptionR previously reported a position in JPM as recently as Q2 2025.

InceptionR first reported a position in JPM in Q4 2022 and has held it in 6 quarters since. The position peaked at $1.26M in Q1 2024. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

InceptionR held 935 shares of JPMorgan Chase worth $306K as of Q2 2026.
JPMorgan Chase was a new InceptionR position in Q2 2026.
JPMorgan Chase made up 0.08% of InceptionR's portfolio in Q2 2026, its #461 holding.
InceptionR first reported a position in JPMorgan Chase in Q4 2022 and has held it in 6 quarters since.
InceptionR's JPMorgan Chase position peaked at $1.26M in Q1 2024.
5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on InceptionR's 13F filing for Q2 2026, filed 11 Aug 2026.