JFG
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JDM Financial Group’s JPMorgan Chase JPM Stock Holding History

JDM Financial Group’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 		$11.8K Hold
36
– – ﹤0.01% 198
2026
Q1 		$10.6K Hold
36
– – ﹤0.01% 190
2025
Q4 		$11.6K Sell
36
-29
-45% -$8.98K ﹤0.01% 173
2025
Q3 		$20.5K Hold
65
– – 0.01% 134
2025
Q2 		$18.8K Hold
65
– – 0.01% 132
2025
Q1 		$15.9K Hold
65
– – 0.01% 135
2024
Q4 		$15.6K Hold
65
– – 0.01% 142
2024
Q3 		$13.7K Buy
65
+36
+124% +$7.58K 0.01% 147
2024
Q2 		$5.87K Hold
29
– – ﹤0.01% 182
2024
Q1 		$5.81K Hold
29
– – ﹤0.01% 176
2023
Q4 		$4.93K Sell
29
-31
-52% -$4.7K ﹤0.01% 176
2023
Q3 		$8.7K Hold
60
– – 0.01% 133
2023
Q2 		$8.73K Hold
60
– – 0.01% 140
2023
Q1 		$7.82K Sell
60
-17
-22% -$2.33K 0.01% 156
2022
Q4 		$10.3K Buy
+77
New +$9.76K 0.01% 128

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JDM Financial Group's JPM Position: Q2 2026 in Review

JDM Financial Group held its JPMorgan Chase (JPM) position steady in Q2 2026 at 36 shares worth $11.8K. The position accounts for ﹤0.01% of the portfolio, ranked #198.

JDM Financial Group first reported a position in JPM in Q4 2022 and has held it in 15 quarters since. The position peaked at $20.5K in Q3 2025. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • JDM Financial Group held 36 shares of JPMorgan Chase worth $11.8K as of Q2 2026.
  • JDM Financial Group left its JPMorgan Chase share count unchanged in Q2 2026.
  • JPMorgan Chase made up ﹤0.01% of JDM Financial Group's portfolio in Q2 2026, its #198 holding.
  • JDM Financial Group first reported a position in JPMorgan Chase in Q4 2022 and has held it in 15 quarters since.
  • JDM Financial Group's JPMorgan Chase position peaked at $20.5K in Q3 2025.
  • 5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on JDM Financial Group's 13F filing for Q2 2026, filed 18 Aug 2026.