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McGinn Penninger Investment Management’s JPMorgan Chase JPM Stock Holding History

McGinn Penninger Investment 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 		$11.4M Sell
34,708
-570
-2% -$177K 6.91% 2
2026
Q1 		$10.4M Sell
35,278
-5,997
-15% -$1.82M 6.78% 3
2025
Q4 		$13.3M Buy
41,275
+33
+0.1% +$10.2K 7.72% 4
2025
Q3 		$13M Sell
41,242
-220
-0.5% -$65.4K 7.63% 4
2025
Q2 		$12M Sell
41,462
-5,250
-11% -$1.34M 7.61% 3
2025
Q1 		$11.5M Sell
46,712
-612
-1% -$156K 7.5% 4
2024
Q4 		$11.3M Sell
47,324
-207
-0.4% -$48.2K 7.58% 4
2024
Q3 		$10M Sell
47,531
-170
-0.4% -$35.8K 6.67% 4
2024
Q2 		$9.65M Sell
47,701
-264
-0.6% -$51.6K 6.56% 4
2024
Q1 		$9.61M Sell
47,965
-374
-0.8% -$67.5K 6.3% 4
2023
Q4 		$8.22M Sell
48,339
-420
-0.9% -$63.6K 5.97% 4
2023
Q3 		$7.07M Sell
48,759
-1,648
-3% -$247K 5.57% 4
2023
Q2 		$7.33M Sell
50,407
-17
-0% -$2.34K 5.3% 4
2023
Q1 		$6.57M Sell
50,424
-4,729
-9% -$648K 5% 5
2022
Q4 		$7.4M Sell
55,153
-580
-1% -$73.5K 5.32% 4
2022
Q3 		$5.82M Buy
55,733
+246
+0.4% +$28.2K 5.01% 5
2022
Q2 		$6.25M Buy
55,487
+23
+0% +$2.85K 4.96% 4
2022
Q1 		$7.56M Sell
55,464
-926
-2% -$137K 5.06% 4
2021
Q4 		$8.93M Sell
56,390
-362
-0.6% -$59.4K 5.9% 3
2021
Q3 		$9.29M Sell
56,752
-298
-0.5% -$46.7K 6.69% 3
2021
Q2 		$8.87M Sell
57,050
-640
-1% -$101K 6.35% 3
2021
Q1 		$8.78M Sell
57,690
-3,279
-5% -$472K 6.49% 3
2020
Q4 		$7.75M Buy
+60,969
New +$6.81M 7.13% 3

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 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
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

McGinn Penninger Investment Management's JPM Position: Q2 2026 in Review

McGinn Penninger Investment Management reduced its JPMorgan Chase (JPM) stake by 1.6% in Q2 2026, selling an estimated $177K and leaving 34,708 shares worth $11.4M. The position accounts for 6.91% of the portfolio, ranked #2.

McGinn Penninger Investment Management first reported a position in JPM in Q4 2020 and has held it in 23 quarters since. The position peaked at $13.3M in Q4 2025. 3,452 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • McGinn Penninger Investment Management held 34,708 shares of JPMorgan Chase worth $11.4M as of Q2 2026.
  • McGinn Penninger Investment Management sold 570 JPMorgan Chase shares in Q2 2026, an estimated $177K.
  • JPMorgan Chase made up 6.91% of McGinn Penninger Investment Management's portfolio in Q2 2026, its #2 holding.
  • McGinn Penninger Investment Management first reported a position in JPMorgan Chase in Q4 2020 and has held it in 23 quarters since.
  • McGinn Penninger Investment Management's JPMorgan Chase position peaked at $13.3M in Q4 2025.
  • 3,452 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on McGinn Penninger Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.