Means Investment Company’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $20.9M | Sell |
63,922
-1,237
| -2% | -$384K | 1.58% | 18 |
|
|
2026
Q1 | $19.2M | Buy |
65,159
+1,922
| +3% | +$583K | 1.67% | 15 |
|
|
2025
Q4 | $20.4M | Sell |
63,237
-1,382
| -2% | -$428K | 1.72% | 16 |
|
|
2025
Q3 | $20.4M | Buy |
64,619
+596
| +0.9% | +$177K | 1.76% | 16 |
|
|
2025
Q2 | $18.6M | Buy |
64,023
+717
| +1% | +$183K | 1.76% | 16 |
|
|
2025
Q1 | $15.5M | Sell |
63,306
-17,914
| -22% | -$4.57M | 1.65% | 16 |
|
|
2024
Q4 | $19.5M | Sell |
81,220
-829
| -1% | -$193K | 2.03% | 11 |
|
|
2024
Q3 | $17.3M | Sell |
82,049
-596
| -0.7% | -$126K | 1.92% | 12 |
|
|
2024
Q2 | $16.7M | Buy |
82,645
+299
| +0.4% | +$58.5K | 2% | 11 |
|
|
2024
Q1 | $16.5M | Sell |
82,346
-901
| -1% | -$163K | 2.13% | 11 |
|
|
2023
Q4 | $14.2M | Sell |
83,247
-2,523
| -3% | -$382K | 2.04% | 10 |
|
|
2023
Q3 | $12.4M | Sell |
85,770
-3,948
| -4% | -$592K | 2.04% | 11 |
|
|
2023
Q2 | $13M | Sell |
89,718
-275
| -0.3% | -$37.8K | 2.07% | 11 |
|
|
2023
Q1 | $11.7M | Buy |
89,993
+2,605
| +3% | +$357K | 2.06% | 11 |
|
|
2022
Q4 | $11.7M | Sell |
87,388
-1,455
| -2% | -$184K | 2.35% | 9 |
|
|
2022
Q3 | $9.28M | Buy |
88,843
+1,359
| +2% | +$156K | 2.01% | 10 |
|
|
2022
Q2 | $9.85M | Buy |
87,484
+2,155
| +3% | +$267K | 2.09% | 9 |
|
|
2022
Q1 | $11.6M | Buy |
85,329
+3,360
| +4% | +$496K | 2.11% | 9 |
|
|
2021
Q4 | $13M | Buy |
81,969
+3,262
| +4% | +$536K | 2.29% | 9 |
|
|
2021
Q3 | $12.9M | Buy |
78,707
+407
| +0.5% | +$63.8K | 2.54% | 8 |
|
|
2021
Q2 | $12.2M | Buy |
78,300
+2,758
| +4% | +$433K | 2.44% | 7 |
|
|
2021
Q1 | $11.5M | Buy |
75,542
+411
| +0.5% | +$59.1K | 2.62% | 5 |
|
|
2020
Q4 | $10.5M | Buy |
75,131
+2,903
| +4% | +$324K | 2.39% | 7 |
|
|
2020
Q3 | $7.44M | Buy |
72,228
+5,413
| +8% | +$532K | 2.04% | 8 |
|
|
2020
Q2 | $6.94M | Buy |
66,815
+1,910
| +3% | +$181K | 2.17% | 7 |
|
|
2020
Q1 | $5.8M | Buy |
64,905
+1,540
| +2% | +$187K | 2.24% | 7 |
|
|
2019
Q4 | $8.76M | Buy |
63,365
+1,271
| +2% | +$163K | 2.93% | 6 |
|
|
2019
Q3 | $8M | Buy |
62,094
+1,242
| +2% | +$140K | 3.02% | 6 |
|
|
2019
Q2 | $6.9M | Buy |
60,852
+239
| +0.4% | +$26.4K | 2.83% | 6 |
|
|
2019
Q1 | $6.14M | Buy |
60,613
+4,727
| +8% | +$487K | 2.7% | 5 |
|
|
2018
Q4 | $5.46M | Buy |
+55,886
| New | +$5.95M | 3.02% | 5 |
|
Other funds holding JPM
Means Investment Company's JPM Position: Q2 2026 in Review
Means Investment Company reduced its JPMorgan Chase (JPM) stake by 1.9% in Q2 2026, selling an estimated $384K and leaving 63,922 shares worth $20.9M. The position accounts for 1.58% of the portfolio, ranked #18.
Means Investment Company first reported a position in JPM in Q4 2018 and has held it in 31 quarters since. 5,145 funds tracked by Wall St. Rank hold JPM as of Q2 2026.
- Means Investment Company held 63,922 shares of JPMorgan Chase worth $20.9M as of Q2 2026.
- Means Investment Company sold 1,237 JPMorgan Chase shares in Q2 2026, an estimated $384K.
- JPMorgan Chase made up 1.58% of Means Investment Company's portfolio in Q2 2026, its #18 holding.
- Means Investment Company first reported a position in JPMorgan Chase in Q4 2018 and has held it in 31 quarters since.
- 5,145 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.
Based on Means Investment Company's 13F filing for Q2 2026, filed 14 Aug 2026.