Newton One Investments’s JPMorgan Chase JPM Stock Holding History

Newton One Investments’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	$359K	Buy	1,097 +6	+0.5%	+$1.86K	0.09%	35
2026 Q1	$321K	Buy	1,091 +5	+0.5%	+$1.52K	0.09%	35
2025 Q4	$350K	Buy	1,086 +5	+0.5%	+$1.55K	0.1%	34
2025 Q3	$341K	Buy	1,081 +5	+0.5%	+$1.49K	0.1%	35
2025 Q2	$312K	Buy	1,076 +6	+0.6%	+$1.53K	0.1%	36
2025 Q1	$262K	Buy	1,070 +5	+0.5%	+$1.27K	0.09%	37
2024 Q4	$255K	Buy	1,065 +6	+0.6%	+$1.4K	0.1%	39
2024 Q3	$223K	Buy	1,059 +6	+0.6%	+$1.26K	0.09%	40
2024 Q2	$213K	Buy	1,053 +6	+0.6%	+$1.17K	0.09%	42
2024 Q1	$210K	Buy	1,047 +6	+0.6%	+$1.08K	0.09%	40
2023 Q4	$177K	Buy	1,041 +8	+0.8%	+$1.21K	0.08%	42
2023 Q3	$150K	Buy	1,033 +7	+0.7%	+$1.05K	0.09%	45
2023 Q2	$149K	Buy	1,026 +7	+0.7%	+$963	0.09%	46
2023 Q1	$133K	Hold	1,019	–	–	0.08%	44
2022 Q4	$137K	Hold	1,019	–	–	0.09%	42
2022 Q3	$106K	Hold	1,019	–	–	0.08%	45
2022 Q2	$115K	Hold	1,019	–	–	0.09%	43
2022 Q1	$139K	Hold	1,019	–	–	0.1%	43
2021 Q4	$161K	Hold	1,019	–	–	0.11%	41
2021 Q3	$167K	Hold	1,019	–	–	0.12%	39
2021 Q2	$158K	Hold	1,019	–	–	0.13%	41
2021 Q1	$155K	Hold	1,019	–	–	0.14%	31
2020 Q4	$129K	Buy	+1,019	New	+$114K	0.13%	32

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

Newton One Investments's JPM Position: Q2 2026 in Review

Newton One Investments increased its JPMorgan Chase (JPM) stake by 0.55% in Q2 2026, buying an estimated $1.86K and bringing the position to 1,097 shares worth $359K. The position accounts for 0.09% of the portfolio, ranked #35.

Newton One Investments first reported a position in JPM in Q4 2020 and has held it in 23 quarters since. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Newton One Investments held 1,097 shares of JPMorgan Chase worth $359K as of Q2 2026.
Newton One Investments bought 6 JPMorgan Chase shares in Q2 2026, an estimated $1.86K.
JPMorgan Chase made up 0.09% of Newton One Investments's portfolio in Q2 2026, its #35 holding.
Newton One Investments first reported a position in JPMorgan Chase in Q4 2020 and has held it in 23 quarters since.
5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Newton One Investments's 13F filing for Q2 2026, filed 22 Jul 2026.