Marquette Asset Management’s JPMorgan Chase JPM Stock Holding History

Marquette 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	$222K	Sell	679 -73	-10%	-$22.7K	0.03%	93
2026 Q1	$221K	Buy	752 +62	+9%	+$18.8K	0.03%	52
2025 Q4	$222K	Buy	690 +56	+9%	+$17.3K	0.03%	54
2025 Q3	$200K	Buy	634 +234	+59%	+$69.6K	0.03%	57
2025 Q2	$116K	Hold	400	–	–	0.02%	59
2025 Q1	$98.1K	Hold	400	–	–	0.02%	75
2024 Q4	$95.9K	Hold	400	–	–	0.02%	126
2024 Q3	$84.3K	Hold	400	–	–	0.01%	144
2024 Q2	$80.9K	Hold	400	–	–	0.01%	123
2024 Q1	$80.1K	Hold	400	–	–	0.01%	126
2023 Q4	$68K	Hold	400	–	–	0.01%	134
2023 Q3	$58K	Hold	400	–	–	0.01%	135
2023 Q2	$58.2K	Hold	400	–	–	0.01%	140
2023 Q1	$52.1K	Hold	400	–	–	0.01%	146
2022 Q4	$53.6K	Sell	400 -823	-67%	-$104K	0.02%	149
2022 Q3	$128K	Sell	1,223 -335	-22%	-$38.4K	0.04%	89
2022 Q2	$175K	Hold	1,558	–	–	0.05%	85
2022 Q1	$212K	Hold	1,558	–	–	0.05%	93
2021 Q4	$247K	Sell	1,558 -24	-2%	-$3.94K	0.05%	85
2021 Q3	$259K	Buy	1,582 +24	+2%	+$3.76K	0.06%	81
2021 Q2	$242K	Hold	1,558	–	–	0.05%	80
2021 Q1	$237K	Hold	1,558	–	–	0.06%	79
2020 Q4	$198K	Hold	1,558	–	–	0.05%	92
2020 Q3	$150K	Hold	1,558	–	–	0.04%	84
2020 Q2	$147K	Hold	1,558	–	–	0.05%	86
2020 Q1	$140K	Buy	1,558 +400	+35%	+$48.6K	0.06%	82
2019 Q4	$161K	Hold	1,158	–	–	0.05%	77
2019 Q3	$136K	Buy	1,158 +200	+21%	+$22.6K	0.05%	86
2019 Q2	$107K	Hold	958	–	–	0.04%	94
2019 Q1	$97K	Buy	+958	New	+$98.7K	0.03%	103

Other funds holding JPM

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

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

Marquette Asset Management reduced its JPMorgan Chase (JPM) stake by 9.7% in Q2 2026, selling an estimated $22.7K and leaving 679 shares worth $222K. The position accounts for 0.03% of the portfolio, ranked #93.

Marquette Asset Management first reported a position in JPM in Q1 2019 and has held it in 30 quarters since. The position peaked at $259K in Q3 2021. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Marquette Asset Management held 679 shares of JPMorgan Chase worth $222K as of Q2 2026.
Marquette Asset Management sold 73 JPMorgan Chase shares in Q2 2026, an estimated $22.7K.
JPMorgan Chase made up 0.03% of Marquette Asset Management's portfolio in Q2 2026, its #93 holding.
Marquette Asset Management first reported a position in JPMorgan Chase in Q1 2019 and has held it in 30 quarters since.
Marquette Asset Management's JPMorgan Chase position peaked at $259K in Q3 2021.
5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

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