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Liberty One Investment Management’s JPMorgan Chase JPM Stock Holding History

Liberty One Investment Management’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 		$6.17M Buy
18,862
+958
+5% +$298K 0.62% 45
2026
Q1 		$5.27M Buy
17,904
+3,967
+28% +$1.2M 0.54% 58
2025
Q4 		$4.49M Sell
13,937
-12,212
-47% -$3.78M 0.57% 42
2025
Q3 		$8.25M Buy
26,149
+6,136
+31% +$1.82M 0.46% 35
2025
Q2 		$5.8M Sell
20,013
-2,496
-11% -$637K 0.59% 36
2025
Q1 		$5.52M Buy
22,509
+133
+0.6% +$33.9K 0.56% 39
2024
Q4 		$5.36M Buy
22,376
+709
+3% +$165K 0.58% 39
2024
Q3 		$4.57M Buy
21,667
+942
+5% +$198K 0.47% 49
2024
Q2 		$4.19M Sell
20,725
-1,581
-7% -$309K 0.47% 42
2024
Q1 		$4.47M Buy
22,306
+781
+4% +$141K 0.51% 37
2023
Q4 		$3.66M Buy
21,525
+941
+5% +$143K 0.45% 39
2023
Q3 		$2.99M Buy
20,584
+848
+4% +$127K 0.43% 40
2023
Q2 		$2.87M Buy
19,736
+749
+4% +$103K 0.37% 39
2023
Q1 		$2.47M Buy
18,987
+1,665
+10% +$228K 0.34% 47
2022
Q4 		$2.32M Buy
17,322
+1,291
+8% +$164K 0.33% 52
2022
Q3 		$1.68M Buy
16,031
+3,495
+28% +$401K 0.28% 66
2022
Q2 		$1.95M Sell
12,536
-739
-6% -$91.6K 0.33% 46
2022
Q1 		$1.81M Buy
13,275
+676
+5% +$99.8K 0.27% 68
2021
Q4 		$2M Buy
12,599
+317
+3% +$52.1K 0.3% 58
2021
Q3 		$2.01M Sell
12,282
-254
-2% -$39.8K 0.34% 43
2021
Q2 		$1.95M Buy
12,536
+99
+0.8% +$15.5K 0.33% 46
2021
Q1 		$1.89M Buy
12,437
+165
+1% +$23.7K 0.34% 44
2020
Q4 		$1.56M Buy
12,272
+901
+8% +$101K 0.29% 49
2020
Q3 		$1.09M Buy
11,371
+775
+7% +$76.1K 0.22% 65
2020
Q2 		$997K Buy
10,596
+451
+4% +$42.8K 0.22% 65
2020
Q1 		$913K Buy
10,145
+276
+3% +$33.5K 0.24% 61
2019
Q4 		$1.38M Buy
+9,869
New +$1.27M 0.3% 42

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

Liberty One Investment Management's JPM Position: Q2 2026 in Review

Liberty One Investment Management increased its JPMorgan Chase (JPM) stake by 5.4% in Q2 2026, buying an estimated $298K and bringing the position to 18,862 shares worth $6.17M. The position accounts for 0.62% of the portfolio, ranked #45.

Liberty One Investment Management first reported a position in JPM in Q4 2019 and has held it in 27 quarters since. The position peaked at $8.25M in Q3 2025. 5,145 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Liberty One Investment Management held 18,862 shares of JPMorgan Chase worth $6.17M as of Q2 2026.
  • Liberty One Investment Management bought 958 JPMorgan Chase shares in Q2 2026, an estimated $298K.
  • JPMorgan Chase made up 0.62% of Liberty One Investment Management's portfolio in Q2 2026, its #45 holding.
  • Liberty One Investment Management first reported a position in JPMorgan Chase in Q4 2019 and has held it in 27 quarters since.
  • Liberty One Investment Management's JPMorgan Chase position peaked at $8.25M in Q3 2025.
  • 5,145 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Liberty One Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.