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Logan Capital Management’s JPMorgan Chase JPM Stock Holding History

Logan Capital 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 		– Sell
-70,512
Closed -$20.7M – 563
2026
Q1 		$20.7M Buy
+70,512
New +$21.4M 0.9% 27

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

Logan Capital Management's JPM Position: Q2 2026 in Review

Logan Capital Management opened a new position in JPMorgan Chase (JPM) in Q2 2026: 69,053 shares worth $22.6M. The stake represents 0.84% of the portfolio and ranks #26 among its holdings. This is a return to the name: Logan Capital Management previously reported a position in JPM as recently as Q4 2025.

Logan Capital Management first reported a position in JPM in Q2 2013 and has held it in 52 quarters since. The position peaked at $26.7M in Q4 2024. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Logan Capital Management held 69,053 shares of JPMorgan Chase worth $22.6M as of Q2 2026.
  • JPMorgan Chase was a new Logan Capital Management position in Q2 2026.
  • JPMorgan Chase made up 0.84% of Logan Capital Management's portfolio in Q2 2026, its #26 holding.
  • Logan Capital Management first reported a position in JPMorgan Chase in Q2 2013 and has held it in 52 quarters since.
  • Logan Capital Management's JPMorgan Chase position peaked at $26.7M in Q4 2024.
  • 5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Logan Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.