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North Forty Two & Co’s JPMorgan Chase JPM Stock Holding History

North Forty Two & Co’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 		$582K Hold
1,779
– – 0.49% 58
2026
Q1 		$523K Sell
1,779
-90
-5% -$27.3K 0.48% 60
2025
Q4 		$602K Sell
1,869
-1,520
-45% -$471K 0.57% 47
2025
Q3 		$1.07M Sell
3,389
-25
-0.7% -$7.43K 1.04% 31
2025
Q2 		$990K Sell
3,414
-83
-2% -$21.2K 1.05% 29
2025
Q1 		$858K Buy
3,497
+19
+0.5% +$4.84K 0.95% 34
2024
Q4 		$834K Buy
+3,478
New +$810K 0.96% 31

Other funds holding JPM

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

North Forty Two & Co's JPM Position: Q2 2026 in Review

North Forty Two & Co held its JPMorgan Chase (JPM) position steady in Q2 2026 at 1,779 shares worth $582K. The position accounts for 0.49% of the portfolio, ranked #58.

North Forty Two & Co first reported a position in JPM in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.07M in Q3 2025. 2,843 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • North Forty Two & Co held 1,779 shares of JPMorgan Chase worth $582K as of Q2 2026.
  • North Forty Two & Co left its JPMorgan Chase share count unchanged in Q2 2026.
  • JPMorgan Chase made up 0.49% of North Forty Two & Co's portfolio in Q2 2026, its #58 holding.
  • North Forty Two & Co first reported a position in JPMorgan Chase in Q4 2024 and has held it in 7 quarters since.
  • North Forty Two & Co's JPMorgan Chase position peaked at $1.07M in Q3 2025.
  • 2,843 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on North Forty Two & Co's 13F filing for Q2 2026, filed 24 Jul 2026.