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May Barnhard Investments’s JPMorgan Chase JPM Stock Holding History

May Barnhard Investments’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 		$704K Buy
2,151
+139
+7% +$43.2K 0.28% 54
2026
Q1 		$592K Hold
2,012
– – 0.29% 55
2025
Q4 		$648K Sell
2,012
-58
-3% -$18K 0.31% 53
2025
Q3 		$653K Buy
2,070
+1
+0% +$297 0.3% 55
2025
Q2 		$600K Sell
2,069
-127
-6% -$32.4K 0.28% 57
2025
Q1 		$539K Buy
2,196
+439
+25% +$112K 0.27% 58
2024
Q4 		$421K Sell
1,757
-50
-3% -$11.6K 0.2% 65
2024
Q3 		$381K Buy
1,807
+246
+16% +$51.8K 0.19% 67
2024
Q2 		$316K Buy
1,561
+186
+14% +$36.4K 0.16% 67
2024
Q1 		$275K Sell
1,375
-1,227
-47% -$221K 0.14% 70
2023
Q4 		$443K Buy
+2,602
New +$394K 0.23% 58

Other funds holding JPM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

May Barnhard Investments's JPM Position: Q2 2026 in Review

May Barnhard Investments increased its JPMorgan Chase (JPM) stake by 6.9% in Q2 2026, buying an estimated $43.2K and bringing the position to 2,151 shares worth $704K. The position accounts for 0.28% of the portfolio, ranked #54.

May Barnhard Investments first reported a position in JPM in Q4 2023 and has held it in 11 quarters since. 2,568 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • May Barnhard Investments held 2,151 shares of JPMorgan Chase worth $704K as of Q2 2026.
  • May Barnhard Investments bought 139 JPMorgan Chase shares in Q2 2026, an estimated $43.2K.
  • JPMorgan Chase made up 0.28% of May Barnhard Investments's portfolio in Q2 2026, its #54 holding.
  • May Barnhard Investments first reported a position in JPMorgan Chase in Q4 2023 and has held it in 11 quarters since.
  • 2,568 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on May Barnhard Investments's 13F filing for Q2 2026, filed 21 Jul 2026.