J.E. Simmons & Co’s JPMorgan Chase JPM Stock Holding History

J.E. Simmons & Co’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	$1.18M	Hold	3,594	–	–	0.66%	20
2026 Q1	$1.06M	Buy	3,594 +176	+5%	+$53.4K	0.71%	20
2025 Q4	$1.1M	Buy	+3,418	New	+$1.06M	0.71%	18

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

J.E. Simmons & Co's JPM Position: Q2 2026 in Review

J.E. Simmons & Co held its JPMorgan Chase (JPM) position steady in Q2 2026 at 3,594 shares worth $1.18M. The position accounts for 0.66% of the portfolio, ranked #20.

J.E. Simmons & Co first reported a position in JPM in Q4 2025 and has held it in 3 quarters since. 5,125 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

J.E. Simmons & Co held 3,594 shares of JPMorgan Chase worth $1.18M as of Q2 2026.
J.E. Simmons & Co left its JPMorgan Chase share count unchanged in Q2 2026.
JPMorgan Chase made up 0.66% of J.E. Simmons & Co's portfolio in Q2 2026, its #20 holding.
J.E. Simmons & Co first reported a position in JPMorgan Chase in Q4 2025 and has held it in 3 quarters since.
5,125 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on J.E. Simmons & Co's 13F filing for Q2 2026, filed 15 Jul 2026.