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Morangie Management’s JPMorgan Chase JPM Stock Holding History

Morangie 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 		$6.33M Sell
19,332
-103
-0.5% -$32K 5.26% 7
2026
Q1 		$5.72M Buy
19,435
+954
+5% +$290K 5.26% 9
2025
Q4 		$5.95M Buy
18,481
+897
+5% +$278K 4.74% 9
2025
Q3 		$5.55M Buy
17,584
+708
+4% +$211K 4.78% 9
2025
Q2 		$4.89M Buy
16,876
+3,764
+29% +$961K 4.24% 8
2025
Q1 		$3.22M Buy
13,112
+520
+4% +$133K 3.12% 7
2024
Q4 		$3.02M Buy
+12,592
New +$2.93M 2.41% 10

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Morangie Management's JPM Position: Q2 2026 in Review

Morangie Management reduced its JPMorgan Chase (JPM) stake by 0.53% in Q2 2026, selling an estimated $32K and leaving 19,332 shares worth $6.33M. The position accounts for 5.26% of the portfolio, ranked #7.

Morangie Management first reported a position in JPM in Q4 2024 and has held it in 7 quarters since. 956 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Morangie Management held 19,332 shares of JPMorgan Chase worth $6.33M as of Q2 2026.
  • Morangie Management sold 103 JPMorgan Chase shares in Q2 2026, an estimated $32K.
  • JPMorgan Chase made up 5.26% of Morangie Management's portfolio in Q2 2026, its #7 holding.
  • Morangie Management first reported a position in JPMorgan Chase in Q4 2024 and has held it in 7 quarters since.
  • 956 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Morangie Management's 13F filing for Q2 2026, filed 16 Jul 2026.