JKA
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Jones Kertz & Associates’s JPMorgan Chase JPM Stock Holding History

Jones Kertz & 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 		$3.91M Sell
11,949
-1,190
-9% -$370K 1.8% 17
2026
Q1 		$3.86M Sell
13,139
-105
-0.8% -$31.9K 2.05% 15
2025
Q4 		$4.27M Buy
+13,244
New +$4.1M 2.19% 15

Other funds holding JPM

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Jones Kertz & Associates's JPM Position: Q2 2026 in Review

Jones Kertz & Associates reduced its JPMorgan Chase (JPM) stake by 9.1% in Q2 2026, selling an estimated $370K and leaving 11,949 shares worth $3.91M. The position accounts for 1.8% of the portfolio, ranked #17.

Jones Kertz & Associates first reported a position in JPM in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.27M in Q4 2025. 3,233 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Jones Kertz & Associates held 11,949 shares of JPMorgan Chase worth $3.91M as of Q2 2026.
  • Jones Kertz & Associates sold 1,190 JPMorgan Chase shares in Q2 2026, an estimated $370K.
  • JPMorgan Chase made up 1.8% of Jones Kertz & Associates's portfolio in Q2 2026, its #17 holding.
  • Jones Kertz & Associates first reported a position in JPMorgan Chase in Q4 2025 and has held it in 3 quarters since.
  • Jones Kertz & Associates's JPMorgan Chase position peaked at $4.27M in Q4 2025.
  • 3,233 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Jones Kertz & Associates's 13F filing for Q2 2026, filed 23 Jul 2026.