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McGowan Group Asset Management’s JPMorgan Chase JPM Stock Holding History

McGowan Group 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 		$341K Sell
1,042
-1
-0.1% -$311 0.04% 98
2026
Q1 		$307K Buy
1,043
+1
+0.1% +$303 0.04% 101
2025
Q4 		$336K Sell
1,042
-13
-1% -$4.03K 0.04% 94
2025
Q3 		$333K Sell
1,055
-594
-36% -$177K 0.04% 92
2025
Q2 		$478K Buy
1,649
+2
+0.1% +$510 0.06% 87
2025
Q1 		$404K Buy
1,647
+18
+1% +$4.59K 0.05% 87
2024
Q4 		$390K Sell
1,629
-19
-1% -$4.42K 0.05% 92
2024
Q3 		$347K Sell
1,648
-572
-26% -$120K 0.05% 96
2024
Q2 		$449K Sell
2,220
-84
-4% -$16.4K 0.06% 82
2024
Q1 		$462K Sell
2,304
-49
-2% -$8.84K 0.07% 81
2023
Q4 		$400K Sell
2,353
-22
-0.9% -$3.33K 0.06% 85
2023
Q3 		$344K Sell
2,375
-737
-24% -$110K 0.05% 93
2023
Q2 		$453K Buy
3,112
+836
+37% +$115K 0.07% 88
2023
Q1 		$297K Buy
2,276
+448
+25% +$61.4K 0.05% 109
2022
Q4 		$245K Buy
+1,828
New +$232K 0.04% 121
2022
Q2 		– Sell
-2,352
Closed -$321K – 125
2022
Q1 		$321K Buy
2,352
+840
+56% +$124K 0.05% 93
2021
Q4 		$239K Sell
1,512
-99
-6% -$16.3K 0.04% 110
2021
Q3 		$264K Buy
1,611
+296
+23% +$46.4K 0.04% 95
2021
Q2 		$205K Sell
1,315
-33
-2% -$5.18K 0.03% 108
2021
Q1 		$205K Buy
+1,348
New +$194K 0.03% 107

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

McGowan Group Asset Management's JPM Position: Q2 2026 in Review

McGowan Group Asset Management reduced its JPMorgan Chase (JPM) stake by 0.1% in Q2 2026, selling an estimated $311 and leaving 1,042 shares worth $341K. The position accounts for 0.04% of the portfolio, ranked #98.

McGowan Group Asset Management first reported a position in JPM in Q1 2021 and has held it in 20 quarters since. The position peaked at $478K in Q2 2025. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • McGowan Group Asset Management held 1,042 shares of JPMorgan Chase worth $341K as of Q2 2026.
  • McGowan Group Asset Management sold 1 JPMorgan Chase share in Q2 2026, an estimated $311.
  • JPMorgan Chase made up 0.04% of McGowan Group Asset Management's portfolio in Q2 2026, its #98 holding.
  • McGowan Group Asset Management first reported a position in JPMorgan Chase in Q1 2021 and has held it in 20 quarters since.
  • McGowan Group Asset Management's JPMorgan Chase position peaked at $478K in Q2 2025.
  • 5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on McGowan Group Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.