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Jackson Grant Investment Advisers’s JPMorgan Chase JPM Stock Holding History

Jackson Grant Investment Advisers’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 		$473K Sell
1,446
-307
-18% -$95.3K 0.15% 80
2026
Q1 		$516K Buy
1,753
+53
+3% +$16.1K 0.17% 73
2025
Q4 		$548K Buy
1,700
+4
+0.2% +$1.24K 0.18% 72
2025
Q3 		$535K Buy
1,696
+4
+0.2% +$1.19K 0.18% 72
2025
Q2 		$490K Sell
1,692
-6
-0.4% -$1.53K 0.18% 69
2025
Q1 		$416K Sell
1,698
-256
-13% -$65.3K 0.16% 73
2024
Q4 		$468K Sell
1,954
-578
-23% -$135K 0.18% 66
2024
Q3 		$534K Buy
2,532
+9
+0.4% +$1.9K 0.2% 62
2024
Q2 		$510K Sell
2,523
-413
-14% -$80.7K 0.21% 66
2024
Q1 		$588K Buy
2,936
+12
+0.4% +$2.17K 0.24% 59
2023
Q4 		$497K Buy
2,924
+16
+0.6% +$2.42K 0.22% 64
2023
Q3 		$422K Buy
2,908
+12
+0.4% +$1.8K 0.2% 65
2023
Q2 		$421K Buy
2,896
+15
+0.5% +$2.06K 0.2% 68
2023
Q1 		$375K Buy
2,881
+216
+8% +$29.6K 0.18% 74
2022
Q4 		$357K Buy
2,665
+4
+0.2% +$507 0.17% 74
2022
Q3 		$278K Buy
2,661
+173
+7% +$19.9K 0.15% 77
2022
Q2 		$280K Buy
2,488
+70
+3% +$8.67K 0.14% 80
2022
Q1 		$330K Sell
2,418
-96
-4% -$14.2K 0.14% 84
2021
Q4 		$398K Buy
2,514
+3
+0.1% +$493 0.2% 62
2021
Q3 		$411K Buy
2,511
+3
+0.1% +$470 0.18% 72
2021
Q2 		$390K Buy
2,508
+4
+0.2% +$628 0.17% 75
2021
Q1 		$381K Buy
2,504
+22
+0.9% +$3.17K 0.18% 72
2020
Q4 		$315K Buy
2,482
+105
+4% +$11.7K 0.16% 71
2020
Q3 		$229K Buy
2,377
+5
+0.2% +$491 0.14% 75
2020
Q2 		$223K Buy
2,372
+5
+0.2% +$474 0.14% 76
2020
Q1 		$213K Buy
2,367
+3
+0.1% +$364 0.16% 68
2019
Q4 		$330K Sell
2,364
-85
-3% -$10.9K 0.18% 67
2019
Q3 		$288K Buy
2,449
+4
+0.2% +$452 0.16% 71
2019
Q2 		$273K Sell
2,445
-134
-5% -$14.8K 0.16% 72
2019
Q1 		$261K Sell
2,579
-927
-26% -$95.5K 0.16% 71
2018
Q4 		$342K Buy
3,506
+417
+13% +$44.4K 0.24% 54
2018
Q3 		$349K Buy
3,089
+15
+0.5% +$1.7K 0.22% 58
2018
Q2 		$320K Sell
3,074
-41
-1% -$4.5K 0.22% 56
2018
Q1 		$343K Buy
3,115
+185
+6% +$20.9K 0.24% 53
2017
Q4 		$313K Sell
2,930
-377
-11% -$38.2K 0.21% 61
2017
Q3 		$316K Buy
3,307
+18
+0.5% +$1.66K 0.23% 52
2017
Q2 		$301K Buy
3,289
+12
+0.4% +$1.03K 0.23% 49
2017
Q1 		$288K Buy
3,277
+711
+28% +$62.7K 0.23% 51
2016
Q4 		$221K Buy
2,566
+14
+0.5% +$1.07K 0.19% 59
2016
Q3 		$170K Buy
2,552
+538
+27% +$35.1K 0.14% 67
2016
Q2 		$125K Buy
2,014
+14
+0.7% +$874 0.11% 69
2016
Q1 		$118K Buy
2,000
+405
+25% +$23.7K 0.11% 72
2015
Q4 		$105K Buy
+1,595
New +$104K 0.1% 75

Other funds holding JPM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Jackson Grant Investment Advisers's JPM Position: Q2 2026 in Review

Jackson Grant Investment Advisers reduced its JPMorgan Chase (JPM) stake by 18% in Q2 2026, selling an estimated $95.3K and leaving 1,446 shares worth $473K. The position accounts for 0.15% of the portfolio, ranked #80.

Jackson Grant Investment Advisers first reported a position in JPM in Q4 2015 and has held it in 43 quarters since. The position peaked at $588K in Q1 2024. 2,558 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Jackson Grant Investment Advisers held 1,446 shares of JPMorgan Chase worth $473K as of Q2 2026.
  • Jackson Grant Investment Advisers sold 307 JPMorgan Chase shares in Q2 2026, an estimated $95.3K.
  • JPMorgan Chase made up 0.15% of Jackson Grant Investment Advisers's portfolio in Q2 2026, its #80 holding.
  • Jackson Grant Investment Advisers first reported a position in JPMorgan Chase in Q4 2015 and has held it in 43 quarters since.
  • Jackson Grant Investment Advisers's JPMorgan Chase position peaked at $588K in Q1 2024.
  • 2,558 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Jackson Grant Investment Advisers's 13F filing for Q2 2026, filed 31 Jul 2026.