Regatta Research & Money Management’s JPMorgan Chase JPM Stock Holding History

Regatta Research & Money 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	$213K	Buy	+653	New	+$203K	0.2%	103

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Regatta Research & Money Management's JPM Position: Q2 2026 in Review

Regatta Research & Money Management opened a new position in JPMorgan Chase (JPM) in Q2 2026: 653 shares worth $213K. The stake represents 0.2% of the portfolio and ranks #103 among its holdings.

4,219 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Regatta Research & Money Management held 653 shares of JPMorgan Chase worth $213K as of Q2 2026.
JPMorgan Chase was a new Regatta Research & Money Management position in Q2 2026.
JPMorgan Chase made up 0.2% of Regatta Research & Money Management's portfolio in Q2 2026, its #103 holding.
4,219 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Regatta Research & Money Management's 13F filing for Q2 2026, filed 12 Aug 2026.