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O'Donnell Financial Services’s JPMorgan Chase JPM Stock Holding History

O'Donnell Financial Services’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 		$396K Buy
1,209
+522
+76% +$162K 0.12% 50
2026
Q1 		$202K Sell
687
-4
-0.6% -$1.21K 0.07% 62
2025
Q4 		$223K Sell
691
-3
-0.4% -$929 0.08% 52
2025
Q3 		$219K Buy
+694
New +$206K 0.08% 53

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

O'Donnell Financial Services's JPM Position: Q2 2026 in Review

O'Donnell Financial Services increased its JPMorgan Chase (JPM) stake by 76% in Q2 2026, buying an estimated $162K and bringing the position to 1,209 shares worth $396K. The position accounts for 0.12% of the portfolio, ranked #50.

O'Donnell Financial Services first reported a position in JPM in Q3 2025 and has held it in 4 quarters since. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • O'Donnell Financial Services held 1,209 shares of JPMorgan Chase worth $396K as of Q2 2026.
  • O'Donnell Financial Services bought 522 JPMorgan Chase shares in Q2 2026, an estimated $162K.
  • JPMorgan Chase made up 0.12% of O'Donnell Financial Services's portfolio in Q2 2026, its #50 holding.
  • O'Donnell Financial Services first reported a position in JPMorgan Chase in Q3 2025 and has held it in 4 quarters since.
  • 5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on O'Donnell Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.