JMN Financial’s JPMorgan Chase JPM Stock Holding History

JMN Financial’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	$442K	Buy	1,350 +127	+10%	+$39.4K	0.34%	78
2026 Q1	$360K	Buy	1,223 +438	+56%	+$133K	0.35%	85
2025 Q4	$253K	Buy	+785	New	+$243K	0.25%	135

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JMN Financial's JPM Position: Q2 2026 in Review

JMN Financial increased its JPMorgan Chase (JPM) stake by 10% in Q2 2026, buying an estimated $39.4K and bringing the position to 1,350 shares worth $442K. The position accounts for 0.34% of the portfolio, ranked #78.

JMN Financial first reported a position in JPM in Q4 2025 and has held it in 3 quarters since. 4,933 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

JMN Financial held 1,350 shares of JPMorgan Chase worth $442K as of Q2 2026.
JMN Financial bought 127 JPMorgan Chase shares in Q2 2026, an estimated $39.4K.
JPMorgan Chase made up 0.34% of JMN Financial's portfolio in Q2 2026, its #78 holding.
JMN Financial first reported a position in JPMorgan Chase in Q4 2025 and has held it in 3 quarters since.
4,933 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on JMN Financial's 13F filing for Q2 2026, filed 10 Aug 2026.