JF
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Joule Financial’s JPMorgan Chase JPM Stock Holding History

Joule 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 		$1.01M Sell
3,079
-268
-8% -$83.2K 0.27% 42
2026
Q1 		$985K Sell
3,347
-219
-6% -$66.5K 0.29% 40
2025
Q4 		$1.15M Buy
3,566
+169
+5% +$52.3K 0.34% 33
2025
Q3 		$1.07M Sell
3,397
-190
-5% -$56.5K 0.32% 38
2025
Q2 		$1.04M Sell
3,587
-38
-1% -$9.7K 0.34% 38
2025
Q1 		$889K Buy
3,625
+25
+0.7% +$6.37K 0.31% 40
2024
Q4 		$863K Buy
3,600
+190
+6% +$44.3K 0.31% 42
2024
Q3 		$719K Sell
3,410
-166
-5% -$35K 0.26% 46
2024
Q2 		$723K Sell
3,576
-4,935
-58% -$965K 0.29% 41
2024
Q1 		$1.7M Buy
8,511
+117
+1% +$21.1K 0.7% 20
2023
Q4 		$1.43M Buy
8,394
+2,135
+34% +$324K 0.66% 20
2023
Q3 		$908K Buy
6,259
+1,028
+20% +$154K 0.46% 32
2023
Q2 		$761K Buy
5,231
+303
+6% +$41.7K 0.39% 36
2023
Q1 		$642K Sell
4,928
-107
-2% -$14.7K 0.34% 38
2022
Q4 		$675K Buy
5,035
+318
+7% +$40.3K 0.45% 34
2022
Q3 		$493K Buy
4,717
+656
+16% +$75.3K 0.37% 47
2022
Q2 		$457K Buy
+4,061
New +$503K 0.36% 45

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

Joule Financial's JPM Position: Q2 2026 in Review

Joule Financial reduced its JPMorgan Chase (JPM) stake by 8% in Q2 2026, selling an estimated $83.2K and leaving 3,079 shares worth $1.01M. The position accounts for 0.27% of the portfolio, ranked #42.

Joule Financial first reported a position in JPM in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.7M in Q1 2024. 1,768 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Joule Financial held 3,079 shares of JPMorgan Chase worth $1.01M as of Q2 2026.
  • Joule Financial sold 268 JPMorgan Chase shares in Q2 2026, an estimated $83.2K.
  • JPMorgan Chase made up 0.27% of Joule Financial's portfolio in Q2 2026, its #42 holding.
  • Joule Financial first reported a position in JPMorgan Chase in Q2 2022 and has held it in 17 quarters since.
  • Joule Financial's JPMorgan Chase position peaked at $1.7M in Q1 2024.
  • 1,768 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Joule Financial's 13F filing for Q2 2026, filed 15 Jul 2026.