Michael J. Puzo’s JPMorgan Chase JPM Stock Holding History

Michael J. Puzo’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	$229K	Sell	700 -760	-52%	-$236K	0.06%	64
2026 Q1	$429K	Buy	1,460 +620	+74%	+$188K	0.13%	53
2025 Q4	$271K	Hold	840	–	–	0.07%	63
2025 Q3	$265K	Sell	840 -10	-1%	-$2.97K	0.07%	62
2025 Q2	$246K	Hold	850	–	–	0.07%	65
2025 Q1	$209K	Hold	850	–	–	0.06%	73
2024 Q4	$204K	Buy	+850	New	+$198K	0.06%	73
2015 Q4	–	Sell	-1,055	Closed	-$64K	–	94
2015 Q3	$64K	Buy	1,055 +10	+1%	+$655	0.05%	97
2015 Q2	$70K	Hold	1,045	–	–	0.05%	102
2015 Q1	$63K	Buy	+1,045	New	+$61.9K	0.04%	108

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

Michael J. Puzo's JPM Position: Q2 2026 in Review

Michael J. Puzo reduced its JPMorgan Chase (JPM) stake by 52% in Q2 2026, selling an estimated $236K and leaving 700 shares worth $229K. The position accounts for 0.06% of the portfolio, ranked #64.

Michael J. Puzo first reported a position in JPM in Q1 2015 and has held it in 10 quarters since. The position peaked at $429K in Q1 2026. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Michael J. Puzo held 700 shares of JPMorgan Chase worth $229K as of Q2 2026.
Michael J. Puzo sold 760 JPMorgan Chase shares in Q2 2026, an estimated $236K.
JPMorgan Chase made up 0.06% of Michael J. Puzo's portfolio in Q2 2026, its #64 holding.
Michael J. Puzo first reported a position in JPMorgan Chase in Q1 2015 and has held it in 10 quarters since.
Michael J. Puzo's JPMorgan Chase position peaked at $429K in Q1 2026.
5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Michael J. Puzo's 13F filing for Q2 2026, filed 11 Aug 2026.