Jacobs & Co’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $799K | Buy |
2,444
+13
| +0.5% | +$4.04K | 0.07% | 90 |
|
|
2026
Q1 | $715K | Buy |
2,431
+57
| +2% | +$17.3K | 0.07% | 89 |
|
|
2025
Q4 | $764K | Sell |
2,374
-50
| -2% | -$15.5K | 0.07% | 89 |
|
|
2025
Q3 | $764K | Hold |
2,424
| – | – | 0.07% | 89 |
|
|
2025
Q2 | $702K | Hold |
2,424
| – | – | 0.07% | 91 |
|
|
2025
Q1 | $594K | Hold |
2,424
| – | – | 0.06% | 94 |
|
|
2024
Q4 | $581K | Hold |
2,424
| – | – | 0.06% | 95 |
|
|
2024
Q3 | $511K | Buy |
2,424
+300
| +14% | +$63.2K | 0.05% | 97 |
|
|
2024
Q2 | $429K | Sell |
2,124
-300
| -12% | -$58.6K | 0.05% | 100 |
|
|
2024
Q1 | $485K | Hold |
2,424
| – | – | 0.05% | 97 |
|
|
2023
Q4 | $412K | Hold |
2,424
| – | – | 0.05% | 99 |
|
|
2023
Q3 | $351K | Sell |
2,424
-320
| -12% | -$48K | 0.04% | 102 |
|
|
2023
Q2 | $399K | Sell |
2,744
-2,002
| -42% | -$275K | 0.05% | 99 |
|
|
2023
Q1 | $618K | Sell |
4,746
-866
| -15% | -$119K | 0.08% | 93 |
|
|
2022
Q4 | $752K | Buy |
5,612
+2,773
| +98% | +$351K | 0.1% | 90 |
|
|
2022
Q3 | $296K | Buy |
2,839
+620
| +28% | +$71.2K | 0.04% | 104 |
|
|
2022
Q2 | $249K | Sell |
2,219
-31
| -1% | -$3.84K | 0.03% | 109 |
|
|
2022
Q1 | $306K | Buy |
2,250
+31
| +1% | +$4.58K | 0.03% | 107 |
|
|
2021
Q4 | $351K | Sell |
2,219
-32
| -1% | -$5.25K | 0.04% | 102 |
|
|
2021
Q3 | $368K | Sell |
2,251
-30
| -1% | -$4.7K | 0.04% | 99 |
|
|
2021
Q2 | $354K | Hold |
2,281
| – | – | 0.04% | 100 |
|
|
2021
Q1 | $347K | Hold |
2,281
| – | – | 0.04% | 99 |
|
|
2020
Q4 | $289K | Sell |
2,281
-15
| -0.7% | -$1.68K | 0.04% | 100 |
|
|
2020
Q3 | $221K | Sell |
2,296
-100
| -4% | -$9.82K | 0.03% | 105 |
|
|
2020
Q2 | $225K | Sell |
2,396
-231
| -9% | -$21.9K | 0.04% | 108 |
|
|
2020
Q1 | $236K | Buy |
2,627
+175
| +7% | +$21.3K | 0.05% | 114 |
|
|
2019
Q4 | $341K | Buy |
2,452
+116
| +5% | +$14.9K | 0.05% | 108 |
|
|
2019
Q3 | $274K | Hold |
2,336
| – | – | 0.04% | 119 |
|
|
2019
Q2 | $261K | Sell |
2,336
-65
| -3% | -$7.17K | 0.04% | 125 |
|
|
2019
Q1 | $243K | Hold |
2,401
| – | – | 0.04% | 126 |
|
|
2018
Q4 | $234K | Sell |
2,401
-75
| -3% | -$7.99K | 0.05% | 112 |
|
|
2018
Q3 | $279K | Buy |
2,476
+200
| +9% | +$22.7K | 0.05% | 113 |
|
|
2018
Q2 | $237K | Sell |
2,276
-225
| -9% | -$24.7K | 0.04% | 120 |
|
|
2018
Q1 | $275K | Sell |
2,501
-2,389
| -49% | -$270K | 0.05% | 114 |
|
|
2017
Q4 | $241K | Hold |
4,890
| – | – | 0.04% | 119 |
|
|
2017
Q3 | $230K | Sell |
4,890
-450
| -8% | -$41.5K | 0.04% | 121 |
|
|
2017
Q2 | $243K | Hold |
5,340
| – | – | 0.05% | 120 |
|
|
2017
Q1 | $239K | Buy |
5,340
+2,394
| +81% | +$211K | 0.05% | 119 |
|
|
2016
Q4 | $254K | Buy |
+2,946
| New | +$225K | 0.06% | 116 |
|
Other funds holding JPM
RG
TWC
Jacobs & Co's JPM Position: Q2 2026 in Review
Jacobs & Co increased its JPMorgan Chase (JPM) stake by 0.53% in Q2 2026, buying an estimated $4.04K and bringing the position to 2,444 shares worth $799K. The position accounts for 0.07% of the portfolio, ranked #90.
Jacobs & Co first reported a position in JPM in Q4 2016 and has held it in 39 quarters since. 2,568 funds tracked by Wall St. Rank hold JPM as of Q2 2026.
- Jacobs & Co held 2,444 shares of JPMorgan Chase worth $799K as of Q2 2026.
- Jacobs & Co bought 13 JPMorgan Chase shares in Q2 2026, an estimated $4.04K.
- JPMorgan Chase made up 0.07% of Jacobs & Co's portfolio in Q2 2026, its #90 holding.
- Jacobs & Co first reported a position in JPMorgan Chase in Q4 2016 and has held it in 39 quarters since.
- 2,568 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.
Based on Jacobs & Co's 13F filing for Q2 2026, filed 9 Jul 2026.