Next Level Private’s JPMorgan Chase JPM Stock Holding History

Next Level Private’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	$19M	Buy	58,008 +342	+0.6%	+$106K	3.72%	7
2026 Q1	$17M	Buy	57,666 +252	+0.4%	+$76.5K	3.83%	6
2025 Q4	$18.5M	Sell	57,414 -951	-2%	-$294K	4.85%	5
2025 Q3	$18M	Buy	58,365 +764	+1%	+$227K	5.23%	4
2025 Q2	$16.7M	Buy	57,601 +1,317	+2%	+$336K	5.44%	3
2025 Q1	$13.8M	Buy	56,284 +90	+0.2%	+$22.9K	5.14%	2
2024 Q4	$13.5M	Sell	56,194 -9	-0%	-$2.1K	5.43%	2
2024 Q3	$11.9M	Buy	56,203 +67	+0.1%	+$14.1K	4.86%	2
2024 Q2	$11.4M	Sell	56,136 -3,781	-6%	-$739K	5.19%	2
2024 Q1	$12M	Buy	59,917 +4,709	+9%	+$850K	5.51%	2
2023 Q4	$9.39M	Sell	55,208 -606	-1%	-$91.8K	5.32%	4
2023 Q3	$8.02M	Buy	55,814 +115	+0.2%	+$17.2K	5.32%	4
2023 Q2	$8.08M	Buy	55,699 +1,568	+3%	+$216K	5.23%	4
2023 Q1	$7.05M	Buy	54,131 +913	+2%	+$125K	5.55%	4
2022 Q4	$7.31M	Buy	53,218 +660	+1%	+$83.6K	5.38%	3
2022 Q3	$5.8M	Buy	52,558 +15,616	+42%	+$1.79M	5.11%	3
2022 Q2	$4.16M	Sell	36,942 -1,302	-3%	-$161K	1.59%	9
2022 Q1	$5.21M	Buy	38,244 +3,084	+9%	+$455K	4.21%	6
2021 Q4	$5.57M	Buy	+35,160	New	+$5.77M	4.67%	5

Other funds holding JPM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Next Level Private's JPM Position: Q2 2026 in Review

Next Level Private increased its JPMorgan Chase (JPM) stake by 0.59% in Q2 2026, buying an estimated $106K and bringing the position to 58,008 shares worth $19M. The position accounts for 3.72% of the portfolio, ranked #7.

Next Level Private first reported a position in JPM in Q4 2021 and has held it in 19 quarters since. 2,608 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Next Level Private held 58,008 shares of JPMorgan Chase worth $19M as of Q2 2026.
Next Level Private bought 342 JPMorgan Chase shares in Q2 2026, an estimated $106K.
JPMorgan Chase made up 3.72% of Next Level Private's portfolio in Q2 2026, its #7 holding.
Next Level Private first reported a position in JPMorgan Chase in Q4 2021 and has held it in 19 quarters since.
2,608 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Next Level Private's 13F filing for Q2 2026, filed 9 Jul 2026.