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Marotta Asset Management’s JPMorgan Chase JPM Stock Holding History

Marotta Asset 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 		$470K Buy
1,406
+16
+1% +$4.97K 0.08% 70
2026
Q1 		$411K Hold
1,390
– – 0.08% 72
2025
Q4 		$448K Hold
1,390
– – 0.08% 67
2025
Q3 		$432K Hold
1,390
– – 0.08% 71
2025
Q2 		$403K Sell
1,390
-1,189
-46% -$303K 0.08% 71
2025
Q1 		$544K Buy
2,579
+274
+12% +$69.9K 0.11% 68
2024
Q4 		$553K Sell
2,305
-274
-11% -$63.8K 0.12% 66
2024
Q3 		$544K Sell
2,579
-23
-0.9% -$4.84K 0.11% 68
2024
Q2 		$535K Buy
2,602
+597
+30% +$117K 0.11% 68
2024
Q1 		$402K Sell
2,005
-455
-18% -$82.1K 0.08% 78
2023
Q4 		$418K Hold
2,460
– – 0.09% 74
2023
Q3 		$357K Buy
2,460
+38
+2% +$5.7K 0.08% 78
2023
Q2 		$352K Buy
+2,422
New +$333K 0.08% 80
2022
Q4 		$325K Sell
2,422
-143
-6% -$18.1K 0.08% 83
2022
Q3 		$268K Hold
2,565
– – 0.07% 86
2022
Q2 		$293K Sell
2,565
-260
-9% -$32.2K 0.07% 86
2022
Q1 		$385K Buy
2,825
+140
+5% +$20.7K 0.09% 79
2021
Q4 		$425K Hold
2,685
– – 0.1% 72
2021
Q3 		$440K Hold
2,685
– – 0.11% 67
2021
Q2 		$422K Buy
2,685
+231
+9% +$36.3K 0.1% 68
2021
Q1 		$377K Buy
2,454
+100
+4% +$14.4K 0.1% 69
2020
Q4 		$299K Sell
2,354
-250
-10% -$27.9K 0.08% 64
2020
Q3 		$251K Hold
2,604
– – 0.08% 73
2020
Q2 		$245K Sell
2,604
-201
-7% -$19.1K 0.08% 72
2020
Q1 		$237K Hold
2,805
– – 0.09% 69
2019
Q4 		$374K Buy
+2,805
New +$360K 0.11% 68

Other funds holding JPM

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Marotta Asset Management's JPM Position: Q2 2026 in Review

Marotta Asset Management increased its JPMorgan Chase (JPM) stake by 1.2% in Q2 2026, buying an estimated $4.97K and bringing the position to 1,406 shares worth $470K. The position accounts for 0.08% of the portfolio, ranked #70.

Marotta Asset Management first reported a position in JPM in Q4 2019 and has held it in 26 quarters since. The position peaked at $553K in Q4 2024. 2,702 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Marotta Asset Management held 1,406 shares of JPMorgan Chase worth $470K as of Q2 2026.
  • Marotta Asset Management bought 16 JPMorgan Chase shares in Q2 2026, an estimated $4.97K.
  • JPMorgan Chase made up 0.08% of Marotta Asset Management's portfolio in Q2 2026, its #70 holding.
  • Marotta Asset Management first reported a position in JPMorgan Chase in Q4 2019 and has held it in 26 quarters since.
  • Marotta Asset Management's JPMorgan Chase position peaked at $553K in Q4 2024.
  • 2,702 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Marotta Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.