JLBC
JPM icon

J.L. Bainbridge & Co’s JPMorgan Chase JPM Stock Holding History

J.L. Bainbridge & 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 		$946K Sell
2,891
-145
-5% -$45K 0.07% 45
2026
Q1 		$893K Sell
3,036
-24
-0.8% -$7.28K 0.08% 42
2025
Q4 		$986K Buy
3,060
+50
+2% +$15.5K 0.08% 42
2025
Q3 		$949K Sell
3,010
-128
-4% -$38.1K 0.08% 44
2025
Q2 		$910K Sell
3,138
-2
-0.1% -$510 0.08% 45
2025
Q1 		$770K Buy
3,140
+44
+1% +$11.2K 0.08% 43
2024
Q4 		$742K Buy
3,096
+44
+1% +$10.2K 0.07% 48
2024
Q3 		$644K Sell
3,052
-50
-2% -$10.5K 0.06% 45
2024
Q2 		$627K Sell
3,102
-96
-3% -$18.8K 0.06% 45
2024
Q1 		$641K Hold
3,198
– – 0.07% 41
2023
Q4 		$544K Hold
3,198
– – 0.07% 45
2023
Q3 		$464K Buy
3,198
+36
+1% +$5.4K 0.06% 48
2023
Q2 		$460K Buy
3,162
+1
+0% +$138 0.06% 44
2023
Q1 		$412K Buy
3,161
+27
+0.9% +$3.7K 0.06% 42
2022
Q4 		$420K Buy
3,134
+23
+0.7% +$2.91K 0.07% 44
2022
Q3 		$325K Buy
3,111
+31
+1% +$3.56K 0.05% 52
2022
Q2 		$347K Buy
3,080
+50
+2% +$6.2K 0.05% 53
2022
Q1 		$413K Buy
3,030
+529
+21% +$78.1K 0.05% 54
2021
Q4 		$396K Hold
2,501
– – 0.04% 57
2021
Q3 		$409K Buy
2,501
+80
+3% +$12.5K 0.05% 57
2021
Q2 		$377K Hold
2,421
– – 0.05% 61
2021
Q1 		$369K Sell
2,421
-1,703
-41% -$245K 0.05% 57
2020
Q4 		$524K Buy
4,124
+56
+1% +$6.26K 0.07% 44
2020
Q3 		$392K Sell
4,068
-138
-3% -$13.6K 0.06% 50
2020
Q2 		$396K Sell
4,206
-37
-0.9% -$3.51K 0.07% 44
2020
Q1 		$382K Buy
4,243
+47
+1% +$5.71K 0.07% 46
2019
Q4 		$585K Sell
4,196
-43
-1% -$5.51K 0.08% 42
2019
Q3 		$499K Sell
4,239
-780
-16% -$88.2K 0.07% 40
2019
Q2 		$561K Sell
5,019
-747
-13% -$82.4K 0.08% 36
2019
Q1 		$664K Sell
5,766
-295
-5% -$30.4K 0.1% 32
2018
Q4 		$592K Buy
6,061
+2
+0% +$213 0.1% 28
2018
Q3 		$684K Buy
+6,059
New +$688K 0.09% 28

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

J.L. Bainbridge & Co's JPM Position: Q2 2026 in Review

J.L. Bainbridge & Co reduced its JPMorgan Chase (JPM) stake by 4.8% in Q2 2026, selling an estimated $45K and leaving 2,891 shares worth $946K. The position accounts for 0.07% of the portfolio, ranked #45.

J.L. Bainbridge & Co first reported a position in JPM in Q3 2018 and has held it in 32 quarters since. The position peaked at $986K in Q4 2025. 1,772 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • J.L. Bainbridge & Co held 2,891 shares of JPMorgan Chase worth $946K as of Q2 2026.
  • J.L. Bainbridge & Co sold 145 JPMorgan Chase shares in Q2 2026, an estimated $45K.
  • JPMorgan Chase made up 0.07% of J.L. Bainbridge & Co's portfolio in Q2 2026, its #45 holding.
  • J.L. Bainbridge & Co first reported a position in JPMorgan Chase in Q3 2018 and has held it in 32 quarters since.
  • J.L. Bainbridge & Co's JPMorgan Chase position peaked at $986K in Q4 2025.
  • 1,772 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on J.L. Bainbridge & Co's 13F filing for Q2 2026, filed 22 Jul 2026.