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Norris Perne & French’s JPMorgan Chase JPM Stock Holding History

Norris Perne & French’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 		$3.25M Buy
9,917
+58
+0.6% +$18K 0.19% 57
2026
Q1 		$2.9M Sell
9,859
-9,123
-48% -$2.77M 0.19% 56
2025
Q4 		$6.12M Buy
18,982
+410
+2% +$127K 0.4% 55
2025
Q3 		$5.86M Buy
18,572
+7,624
+70% +$2.27M 0.41% 57
2025
Q2 		$3.17M Sell
10,948
-1,998
-15% -$510K 0.22% 66
2025
Q1 		$3.18M Hold
12,946
– – 0.24% 62
2024
Q4 		$3.1M Sell
12,946
-80
-0.6% -$18.6K 0.22% 61
2024
Q3 		$2.75M Buy
13,026
+1,979
+18% +$417K 0.19% 65
2024
Q2 		$2.23M Buy
11,047
+68
+0.6% +$13.3K 0.16% 68
2024
Q1 		$2.2M Sell
10,979
-40
-0.4% -$7.22K 0.16% 65
2023
Q4 		$1.87M Buy
11,019
+386
+4% +$58.5K 0.15% 64
2023
Q3 		$1.54M Sell
10,633
-663
-6% -$99.4K 0.13% 64
2023
Q2 		$1.64M Buy
11,296
+140
+1% +$19.3K 0.14% 64
2023
Q1 		$1.45M Buy
11,156
+95
+0.9% +$13K 0.13% 62
2022
Q4 		$1.48M Buy
11,061
+309
+3% +$39.2K 0.15% 66
2022
Q3 		$1.12M Buy
10,752
+142
+1% +$16.3K 0.12% 68
2022
Q2 		$1.2M Buy
10,610
+887
+9% +$110K 0.11% 69
2022
Q1 		$1.32M Sell
9,723
-104,727
-92% -$15.5M 0.11% 70
2021
Q4 		$18.1M Buy
114,450
+2,182
+2% +$358K 1.41% 31
2021
Q3 		$18.4M Sell
112,268
-21,241
-16% -$3.33M 1.58% 20
2021
Q2 		$20.8M Buy
133,509
+580
+0.4% +$91.1K 1.79% 15
2021
Q1 		$20.2M Sell
132,929
-426
-0.3% -$61.3K 1.88% 16
2020
Q4 		$16.9M Buy
133,355
+8,197
+7% +$916K 1.6% 24
2020
Q3 		$12M Buy
125,158
+5,658
+5% +$556K 1.31% 37
2020
Q2 		$11.2M Buy
119,500
+12,832
+12% +$1.22M 1.37% 35
2020
Q1 		$9.6M Buy
106,668
+3,124
+3% +$380K 1.44% 34
2019
Q4 		$14.4M Sell
103,544
-1,587
-2% -$204K 1.72% 21
2019
Q3 		$12.4M Buy
105,131
+661
+0.6% +$74.8K 1.54% 22
2019
Q2 		$11.7M Sell
104,470
-36
-0% -$3.97K 1.48% 26
2019
Q1 		$10.6M Buy
104,506
+4,516
+5% +$465K 1.39% 30
2018
Q4 		$9.76M Buy
99,990
+16,862
+20% +$1.8M 1.53% 28
2018
Q3 		$9.38M Buy
83,128
+1,874
+2% +$213K 1.23% 38
2018
Q2 		$8.47M Buy
81,254
+2,244
+3% +$246K 1.23% 38
2018
Q1 		$8.69M Sell
79,010
-1,023
-1% -$116K 1.26% 36
2017
Q4 		$8.56M Sell
80,033
-95
-0.1% -$9.62K 1.24% 35
2017
Q3 		$7.65M Buy
80,128
+88
+0.1% +$8.12K 1.19% 38
2017
Q2 		$7.32M Buy
80,040
+3,390
+4% +$293K 1.23% 35
2017
Q1 		$6.73M Sell
76,650
-20,860
-21% -$1.84M 1.26% 32
2016
Q4 		$8.41M Sell
97,510
-101
-0.1% -$7.7K 1.66% 16
2016
Q3 		$6.5M Buy
97,611
+7,636
+8% +$498K 1.35% 29
2016
Q2 		$5.59M Sell
89,975
-4,904
-5% -$306K 1.2% 34
2016
Q1 		$5.62M Buy
94,879
+13,615
+17% +$795K 1.16% 32
2015
Q4 		$5.37M Buy
81,264
+21,086
+35% +$1.37M 1.12% 31
2015
Q3 		$3.67M Buy
60,178
+459
+0.8% +$30.1K 0.88% 38
2015
Q2 		$4.05M Buy
59,719
+1,224
+2% +$79.9K 0.77% 46
2015
Q1 		$3.54M Buy
58,495
+5,374
+10% +$318K 0.66% 50
2014
Q4 		$3.32M Buy
53,121
+1,431
+3% +$86.1K 0.61% 53
2014
Q3 		$3.11M Buy
51,690
+324
+0.6% +$18.9K 0.6% 52
2014
Q2 		$2.96M Buy
51,366
+683
+1% +$38.4K 0.56% 53
2014
Q1 		$3.08M Sell
50,683
-469
-0.9% -$27.1K 0.6% 51
2013
Q4 		$2.99M Sell
51,152
-484
-0.9% -$26.5K 0.56% 52
2013
Q3 		$2.67M Buy
51,636
+10,286
+25% +$552K 0.55% 54
2013
Q2 		$2.18M Buy
+41,350
New +$2.1M 0.47% 61

Other funds holding JPM

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Norris Perne & French's JPM Position: Q2 2026 in Review

Norris Perne & French increased its JPMorgan Chase (JPM) stake by 0.59% in Q2 2026, buying an estimated $18K and bringing the position to 9,917 shares worth $3.25M. The position accounts for 0.19% of the portfolio, ranked #57.

Norris Perne & French first reported a position in JPM in Q2 2013 and has held it in 53 quarters since. The position peaked at $20.8M in Q2 2021. 2,702 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Norris Perne & French held 9,917 shares of JPMorgan Chase worth $3.25M as of Q2 2026.
  • Norris Perne & French bought 58 JPMorgan Chase shares in Q2 2026, an estimated $18K.
  • JPMorgan Chase made up 0.19% of Norris Perne & French's portfolio in Q2 2026, its #57 holding.
  • Norris Perne & French first reported a position in JPMorgan Chase in Q2 2013 and has held it in 53 quarters since.
  • Norris Perne & French's JPMorgan Chase position peaked at $20.8M in Q2 2021.
  • 2,702 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Norris Perne & French's 13F filing for Q2 2026, filed 21 Jul 2026.