James Reed Financial Services’s JPMorgan Chase JPM Stock Holding History

James Reed Financial Services’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	$551K	Hold	1,684	–	–	0.42%	11
2026 Q1	$495K	Hold	1,684	–	–	0.43%	11
2025 Q4	$543K	Buy	1,684 +12	+0.7%	+$3.71K	0.43%	12
2025 Q3	$527K	Buy	1,672 +321	+24%	+$95.5K	0.47%	11
2025 Q2	$392K	Hold	1,351	–	–	0.36%	12
2025 Q1	$331K	Hold	1,351	–	–	0.37%	13
2024 Q4	$324K	Buy	+1,351	New	+$315K	0.34%	13
2022 Q2	–	Sell	-1,625	Closed	-$221K	–	13
2022 Q1	$221K	Hold	1,625	–	–	0.25%	12
2021 Q4	$257K	Buy	+1,625	New	+$267K	0.24%	13

Other funds holding JPM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

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

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

James Reed Financial Services's JPM Position: Q2 2026 in Review

James Reed Financial Services held its JPMorgan Chase (JPM) position steady in Q2 2026 at 1,684 shares worth $551K. The position accounts for 0.42% of the portfolio, ranked #11.

James Reed Financial Services first reported a position in JPM in Q4 2021 and has held it in 9 quarters since. 2,106 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

James Reed Financial Services held 1,684 shares of JPMorgan Chase worth $551K as of Q2 2026.
James Reed Financial Services left its JPMorgan Chase share count unchanged in Q2 2026.
JPMorgan Chase made up 0.42% of James Reed Financial Services's portfolio in Q2 2026, its #11 holding.
James Reed Financial Services first reported a position in JPMorgan Chase in Q4 2021 and has held it in 9 quarters since.
2,106 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on James Reed Financial Services's 13F filing for Q2 2026, filed 16 Jul 2026.