Nalls Sherbakoff Group’s JPMorgan Chase JPM Stock Holding History

Nalls Sherbakoff Group’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	$453K	Hold	1,383	–	–	0.32%	56
2026 Q1	$407K	Hold	1,383	–	–	0.3%	59
2025 Q4	$446K	Sell	1,383 -1,000	-42%	-$310K	0.32%	54
2025 Q3	$752K	Hold	2,383	–	–	0.51%	43
2025 Q2	$691K	Buy	2,383 +242	+11%	+$61.8K	0.5%	43
2025 Q1	$525K	Buy	+2,141	New	+$546K	0.43%	47
2023 Q4	$359K	Hold	2,108	–	–	0.32%	50
2023 Q3	$306K	Sell	2,108 -317	-13%	-$47.5K	0.3%	52
2023 Q2	$329K	Sell	2,425 -45	-2%	-$6.19K	0.32%	51
2023 Q1	$318K	Buy	+2,470	New	+$338K	0.32%	52
2018 Q4	$266K	Buy	+2,725	New	+$290K	0.43%	44

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 $3.38T AUM 44.17% 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

Nalls Sherbakoff Group's JPM Position: Q2 2026 in Review

Nalls Sherbakoff Group held its JPMorgan Chase (JPM) position steady in Q2 2026 at 1,383 shares worth $453K. The position accounts for 0.32% of the portfolio, ranked #56.

Nalls Sherbakoff Group first reported a position in JPM in Q4 2018 and has held it in 11 quarters since. The position peaked at $752K in Q3 2025. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Nalls Sherbakoff Group held 1,383 shares of JPMorgan Chase worth $453K as of Q2 2026.
Nalls Sherbakoff Group left its JPMorgan Chase share count unchanged in Q2 2026.
JPMorgan Chase made up 0.32% of Nalls Sherbakoff Group's portfolio in Q2 2026, its #56 holding.
Nalls Sherbakoff Group first reported a position in JPMorgan Chase in Q4 2018 and has held it in 11 quarters since.
Nalls Sherbakoff Group's JPMorgan Chase position peaked at $752K in Q3 2025.
5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Nalls Sherbakoff Group's 13F filing for Q2 2026, filed 17 Aug 2026.