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Montgomery Financial Services’s JPMorgan Chase JPM Stock Holding History

Montgomery Financial Services’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 		$61.9K Buy
+189
New +$58.7K 0.05% 61

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Montgomery Financial Services's JPM Position: Q2 2026 in Review

Montgomery Financial Services opened a new position in JPMorgan Chase (JPM) in Q2 2026: 189 shares worth $61.9K. The stake represents 0.05% of the portfolio and ranks #61 among its holdings.

4,933 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Montgomery Financial Services held 189 shares of JPMorgan Chase worth $61.9K as of Q2 2026.
  • JPMorgan Chase was a new Montgomery Financial Services position in Q2 2026.
  • JPMorgan Chase made up 0.05% of Montgomery Financial Services's portfolio in Q2 2026, its #61 holding.
  • 4,933 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Montgomery Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.