M.E. Allison & Co’s JPMorgan Chase JPM Stock Holding History

M.E. Allison & Co’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	$1.75M	Buy	5,356 +83	+2%	+$25.8K	1.01%	24
2026 Q1	$1.55M	Sell	5,273 -347	-6%	-$105K	1.03%	22
2025 Q4	$1.81M	Buy	5,620 +1	+0%	+$310	1.23%	19
2025 Q3	$1.77M	Sell	5,619 -461	-8%	-$137K	1.23%	17
2025 Q2	$1.76M	Sell	6,080 -310	-5%	-$79.1K	1.42%	17
2025 Q1	$1.57M	Sell	6,390 -207	-3%	-$52.8K	1.55%	14
2024 Q4	$1.58M	Buy	+6,597	New	+$1.54M	1.74%	13

Other funds holding JPM

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

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

M.E. Allison & Co's JPM Position: Q2 2026 in Review

M.E. Allison & Co increased its JPMorgan Chase (JPM) stake by 1.6% in Q2 2026, buying an estimated $25.8K and bringing the position to 5,356 shares worth $1.75M. The position accounts for 1.01% of the portfolio, ranked #24.

M.E. Allison & Co first reported a position in JPM in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.81M in Q4 2025. 956 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

M.E. Allison & Co held 5,356 shares of JPMorgan Chase worth $1.75M as of Q2 2026.
M.E. Allison & Co bought 83 JPMorgan Chase shares in Q2 2026, an estimated $25.8K.
JPMorgan Chase made up 1.01% of M.E. Allison & Co's portfolio in Q2 2026, its #24 holding.
M.E. Allison & Co first reported a position in JPMorgan Chase in Q4 2024 and has held it in 7 quarters since.
M.E. Allison & Co's JPMorgan Chase position peaked at $1.81M in Q4 2025.
956 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on M.E. Allison & Co's 13F filing for Q2 2026, filed 7 Jul 2026.