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Johnson Financial Group LLC (Colorado)’s JPMorgan Chase JPM Stock Holding History

Johnson Financial Group LLC (Colorado)’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 		$2.77M Buy
8,455
+2,697
+47% +$838K 0.15% 42
2026
Q1 		$1.69M Buy
5,758
+2,542
+79% +$771K 0.11% 40
2025
Q4 		$1.04M Buy
3,216
+1,259
+64% +$390K 0.06% 49
2025
Q3 		$617K Hold
1,957
– – 0.06% 42
2025
Q2 		$567K Sell
1,957
-772
-28% -$197K 0.05% 38
2025
Q1 		$669K Buy
+2,729
New +$696K 0.07% 41
2022
Q1 		– Sell
-4,210
Closed -$667K – 64
2021
Q4 		$667K Buy
4,210
+271
+7% +$44.5K 0.11% 25
2021
Q3 		$644K Sell
3,939
-647
-14% -$101K 0.13% 25
2021
Q2 		$713K Buy
4,586
+1,116
+32% +$175K 0.14% 26
2021
Q1 		$528K Buy
+3,470
New +$499K 0.12% 23
2018
Q1 		$726K Sell
6,610
-1,644
-20% -$186K 0.6% 13
2017
Q4 		$883K Sell
8,254
-1,639
-17% -$166K 0.66% 16
2017
Q3 		$944K Buy
9,893
+866
+10% +$79.9K 0.79% 11
2017
Q2 		$825K Sell
9,027
-98
-1% -$8.46K 0.69% 10
2017
Q1 		$802K Sell
9,125
-5,734
-39% -$506K 0.91% 10
2016
Q4 		$1.28M Buy
+14,859
New +$1.13M 1.03% 14

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

Johnson Financial Group LLC (Colorado)'s JPM Position: Q2 2026 in Review

Johnson Financial Group LLC (Colorado) increased its JPMorgan Chase (JPM) stake by 47% in Q2 2026, buying an estimated $838K and bringing the position to 8,455 shares worth $2.77M. The position accounts for 0.15% of the portfolio, ranked #42.

Johnson Financial Group LLC (Colorado) first reported a position in JPM in Q4 2016 and has held it in 16 quarters since. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Johnson Financial Group LLC (Colorado) held 8,455 shares of JPMorgan Chase worth $2.77M as of Q2 2026.
  • Johnson Financial Group LLC (Colorado) bought 2,697 JPMorgan Chase shares in Q2 2026, an estimated $838K.
  • JPMorgan Chase made up 0.15% of Johnson Financial Group LLC (Colorado)'s portfolio in Q2 2026, its #42 holding.
  • Johnson Financial Group LLC (Colorado) first reported a position in JPMorgan Chase in Q4 2016 and has held it in 16 quarters since.
  • 5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Johnson Financial Group LLC (Colorado)'s 13F filing for Q2 2026, filed 6 Aug 2026.