O'Keefe Stevens Advisory’s JPMorgan Chase JPM Stock Holding History

O'Keefe Stevens Advisory’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	$3.53M	Buy	10,776 +161	+2%	+$50K	0.72%	25
2026 Q1	$3.12M	Buy	10,615 +507	+5%	+$154K	0.77%	24
2025 Q4	$3.26M	Buy	10,108 +323	+3%	+$100K	0.85%	22
2025 Q3	$3.09M	Buy	9,785 +30	+0.3%	+$8.92K	0.84%	24
2025 Q2	$2.83M	Buy	9,755 +870	+10%	+$222K	0.8%	25
2025 Q1	$2.18M	Buy	8,885 +811	+10%	+$207K	0.71%	26
2024 Q4	$1.94M	Buy	8,074 +1,058	+15%	+$246K	0.6%	27
2024 Q3	$1.48M	Buy	7,016 +914	+15%	+$193K	0.45%	28
2024 Q2	$1.23M	Buy	6,102 +438	+8%	+$85.6K	0.41%	29
2024 Q1	$1.13M	Buy	5,664 +718	+15%	+$130K	0.37%	26
2023 Q4	$841K	Buy	4,946 +215	+5%	+$32.6K	0.34%	27
2023 Q3	$686K	Buy	4,731 +238	+5%	+$35.7K	0.31%	27
2023 Q2	$653K	Buy	4,493 +596	+15%	+$82K	0.28%	29
2023 Q1	$508K	Buy	3,897 +902	+30%	+$124K	0.25%	28
2022 Q4	$402K	Hold	2,995	–	–	0.24%	29
2022 Q3	$313K	Sell	2,995 -145	-5%	-$16.6K	0.21%	29
2022 Q2	$354K	Buy	3,140 +145	+5%	+$18K	0.22%	28
2022 Q1	$408K	Hold	2,995	–	–	0.2%	28
2021 Q4	$474K	Hold	2,995	–	–	0.22%	30
2021 Q3	$490K	Hold	2,995	–	–	0.27%	31
2021 Q2	$466K	Hold	2,995	–	–	0.25%	31
2021 Q1	$464K	Hold	2,995	–	–	0.29%	29
2020 Q4	$381K	Hold	2,995	–	–	0.26%	33
2020 Q3	$288K	Hold	2,995	–	–	0.22%	34
2020 Q2	$282K	Buy	+2,995	New	+$284K	0.24%	31
2019 Q4	$414K	Hold	2,995	–	–	0.31%	31
2019 Q3	$352K	Hold	2,995	–	–	0.27%	34
2019 Q2	$335K	Hold	2,995	–	–	0.25%	34
2019 Q1	$303K	Hold	2,995	–	–	0.24%	33
2018 Q4	$292K	Hold	2,995	–	–	0.26%	33
2018 Q3	$338K	Hold	2,995	–	–	0.24%	33
2018 Q2	$312K	Sell	2,995 -211	-7%	-$23.1K	0.25%	32
2018 Q1	$353K	Hold	3,206	–	–	0.31%	39
2017 Q4	$343K	Hold	3,206	–	–	0.31%	38
2017 Q3	$306K	Buy	+3,206	New	+$296K	0.28%	40

Other funds holding JPM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

O'Keefe Stevens Advisory's JPM Position: Q2 2026 in Review

O'Keefe Stevens Advisory increased its JPMorgan Chase (JPM) stake by 1.5% in Q2 2026, buying an estimated $50K and bringing the position to 10,776 shares worth $3.53M. The position accounts for 0.72% of the portfolio, ranked #25.

O'Keefe Stevens Advisory first reported a position in JPM in Q3 2017 and has held it in 35 quarters since. 2,417 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

O'Keefe Stevens Advisory held 10,776 shares of JPMorgan Chase worth $3.53M as of Q2 2026.
O'Keefe Stevens Advisory bought 161 JPMorgan Chase shares in Q2 2026, an estimated $50K.
JPMorgan Chase made up 0.72% of O'Keefe Stevens Advisory's portfolio in Q2 2026, its #25 holding.
O'Keefe Stevens Advisory first reported a position in JPMorgan Chase in Q3 2017 and has held it in 35 quarters since.
2,417 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on O'Keefe Stevens Advisory's 13F filing for Q2 2026, filed 13 Jul 2026.