Kaizen Financial Strategies’s JPMorgan Chase JPM Stock Holding History

Kaizen Financial Strategies’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	$745K	Sell	2,230 -134	-6%	-$41.6K	0.24%	65
2026 Q1	$733K	Buy	2,364 +8	+0.3%	+$2.43K	0.31%	62
2025 Q4	$759K	Buy	2,356 +5	+0.2%	+$1.55K	0.33%	51
2025 Q3	$737K	Sell	2,351 -23	-1%	-$6.84K	0.33%	54
2025 Q2	$688K	Buy	2,374 +313	+15%	+$79.9K	0.35%	51
2025 Q1	$506K	Buy	2,061 +7	+0.3%	+$1.78K	0.29%	62
2024 Q4	$492K	Buy	2,054 +32	+2%	+$7.45K	0.28%	62
2024 Q3	$426K	Buy	2,022 +3	+0.1%	+$632	0.25%	69
2024 Q2	$434K	Sell	2,019 -177	-8%	-$34.6K	0.27%	61
2024 Q1	$440K	Buy	2,196 +54	+3%	+$9.74K	0.3%	62
2023 Q4	$364K	Buy	2,142 +5	+0.2%	+$758	0.28%	60
2023 Q3	$310K	Buy	2,137 +4	+0.2%	+$600	0.26%	62
2023 Q2	$316K	Buy	2,133 +4	+0.2%	+$550	0.27%	64
2023 Q1	$277K	Sell	2,129 -105	-5%	-$14.4K	0.27%	64
2022 Q4	$320K	Buy	+2,234	New	+$283K	0.32%	71

Other funds holding JPM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Kaizen Financial Strategies's JPM Position: Q2 2026 in Review

Kaizen Financial Strategies reduced its JPMorgan Chase (JPM) stake by 5.7% in Q2 2026, selling an estimated $41.6K and leaving 2,230 shares worth $745K. The position accounts for 0.24% of the portfolio, ranked #65.

Kaizen Financial Strategies first reported a position in JPM in Q4 2022 and has held it in 15 quarters since. The position peaked at $759K in Q4 2025. 2,434 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Kaizen Financial Strategies held 2,230 shares of JPMorgan Chase worth $745K as of Q2 2026.
Kaizen Financial Strategies sold 134 JPMorgan Chase shares in Q2 2026, an estimated $41.6K.
JPMorgan Chase made up 0.24% of Kaizen Financial Strategies's portfolio in Q2 2026, its #65 holding.
Kaizen Financial Strategies first reported a position in JPMorgan Chase in Q4 2022 and has held it in 15 quarters since.
Kaizen Financial Strategies's JPMorgan Chase position peaked at $759K in Q4 2025.
2,434 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Kaizen Financial Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.