Means Investment Company’s JPMorgan Chase JPM Stock Holding History

Means Investment Company’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	$65.5K	Buy	+200	New	+$62.1K	﹤0.01%	203

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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.