Northland Securities’s JPMorgan Chase JPM Stock Holding History

Northland Securities’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	–	Sell	-1,104	Closed	-$325K	–	122
2026 Q1	$325K	Sell	1,104 -110	-9%	-$33.4K	0.31%	68
2025 Q4	$391K	Buy	+1,214	New	+$376K	0.38%	55

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Northland Securities's JPM Position: Q2 2026 in Review

Northland Securities sold out of JPMorgan Chase (JPM) in Q2 2026, closing a stake of 1,104 shares — an estimated $325K sold.

Northland Securities first reported a position in JPM in Q4 2025 and held it in 2 quarters. The position peaked at $391K in Q4 2025. 3,956 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Northland Securities reported no remaining JPMorgan Chase position as of Q2 2026 after selling out during the quarter.
Northland Securities sold 1,104 JPMorgan Chase shares in Q2 2026, an estimated $325K.
Northland Securities first reported a position in JPMorgan Chase in Q4 2025 and held it in 2 quarters.
Northland Securities's JPMorgan Chase position peaked at $391K in Q4 2025.
3,956 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Northland Securities's 13F filing for Q2 2026, filed 4 Aug 2026.