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Jim Saulnier & Associates’s JPMorgan Chase JPM Stock Holding History

Jim Saulnier & Associates’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 		$390K Buy
1,192
+65
+6% +$20.2K 0.16% 99
2026
Q1 		$332K Buy
1,127
+10
+0.9% +$3.04K 0.16% 104
2025
Q4 		$360K Buy
1,117
+2
+0.2% +$619 0.19% 99
2025
Q3 		$352K Buy
1,115
+1
+0.1% +$297 0.2% 94
2025
Q2 		$323K Buy
1,114
+2
+0.2% +$510 0.22% 82
2025
Q1 		$273K Buy
1,112
+2
+0.2% +$510 0.21% 87
2024
Q4 		$266K Buy
1,110
+2
+0.2% +$466 0.23% 77
2024
Q3 		$234K Buy
+1,108
New +$233K 0.23% 73

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

Jim Saulnier & Associates's JPM Position: Q2 2026 in Review

Jim Saulnier & Associates increased its JPMorgan Chase (JPM) stake by 5.8% in Q2 2026, buying an estimated $20.2K and bringing the position to 1,192 shares worth $390K. The position accounts for 0.16% of the portfolio, ranked #99.

Jim Saulnier & Associates first reported a position in JPM in Q3 2024 and has held it in 8 quarters since. 5,140 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Jim Saulnier & Associates held 1,192 shares of JPMorgan Chase worth $390K as of Q2 2026.
  • Jim Saulnier & Associates bought 65 JPMorgan Chase shares in Q2 2026, an estimated $20.2K.
  • JPMorgan Chase made up 0.16% of Jim Saulnier & Associates's portfolio in Q2 2026, its #99 holding.
  • Jim Saulnier & Associates first reported a position in JPMorgan Chase in Q3 2024 and has held it in 8 quarters since.
  • 5,140 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Jim Saulnier & Associates's 13F filing for Q2 2026, filed 28 Jul 2026.