MCG
JPM icon

McCollum Christoferson Group’s JPMorgan Chase JPM Stock Holding History

McCollum Christoferson Group’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 		$359K Hold
1,098
– – 0.11% 63
2026
Q1 		$323K Buy
1,098
+98
+10% +$29.7K 0.1% 66
2025
Q4 		$322K Hold
1,000
– – 0.09% 64
2025
Q3 		$315K Buy
+1,000
New +$297K 0.09% 64

Other funds holding JPM

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

McCollum Christoferson Group's JPM Position: Q2 2026 in Review

McCollum Christoferson Group held its JPMorgan Chase (JPM) position steady in Q2 2026 at 1,098 shares worth $359K. The position accounts for 0.11% of the portfolio, ranked #63.

McCollum Christoferson Group first reported a position in JPM in Q3 2025 and has held it in 4 quarters since. 3,233 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • McCollum Christoferson Group held 1,098 shares of JPMorgan Chase worth $359K as of Q2 2026.
  • McCollum Christoferson Group left its JPMorgan Chase share count unchanged in Q2 2026.
  • JPMorgan Chase made up 0.11% of McCollum Christoferson Group's portfolio in Q2 2026, its #63 holding.
  • McCollum Christoferson Group first reported a position in JPMorgan Chase in Q3 2025 and has held it in 4 quarters since.
  • 3,233 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on McCollum Christoferson Group's 13F filing for Q2 2026, filed 13 Jul 2026.