Navigation Group’s JPMorgan Chase JPM Stock Holding History

Navigation 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	$4.48M	Buy	13,684 +6	+0%	+$1.86K	0.87%	25
2026 Q1	$4.02M	Buy	+13,678	New	+$4.15M	0.94%	23

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

Navigation Group's JPM Position: Q2 2026 in Review

Navigation Group increased its JPMorgan Chase (JPM) stake by 0.04% in Q2 2026, buying an estimated $1.86K and bringing the position to 13,684 shares worth $4.48M. The position accounts for 0.87% of the portfolio, ranked #25.

Navigation Group first reported a position in JPM in Q1 2026 and has held it in 2 quarters since. 5,101 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Navigation Group held 13,684 shares of JPMorgan Chase worth $4.48M as of Q2 2026.
Navigation Group bought 6 JPMorgan Chase shares in Q2 2026, an estimated $1.86K.
JPMorgan Chase made up 0.87% of Navigation Group's portfolio in Q2 2026, its #25 holding.
Navigation Group first reported a position in JPMorgan Chase in Q1 2026 and has held it in 2 quarters since.
5,101 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Navigation Group's 13F filing for Q2 2026, filed 29 Jul 2026.