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Old Peak Finance’s JPMorgan Chase JPM Stock Holding History

Old Peak Finance’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 		$4.01M Buy
12,238
+7,647
+167% +$2.37M 1.94% 7
2026
Q1 		$1.35M Sell
4,591
-117
-2% -$35.5K 0.79% 16
2025
Q4 		$1.52M Buy
+4,708
New +$1.46M 0.94% 15

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 $3.38T AUM 44.17% 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

Old Peak Finance's JPM Position: Q2 2026 in Review

Old Peak Finance increased its JPMorgan Chase (JPM) stake by 167% in Q2 2026, buying an estimated $2.37M and bringing the position to 12,238 shares worth $4.01M. The position accounts for 1.94% of the portfolio, ranked #7.

Old Peak Finance first reported a position in JPM in Q4 2025 and has held it in 3 quarters since. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Old Peak Finance held 12,238 shares of JPMorgan Chase worth $4.01M as of Q2 2026.
  • Old Peak Finance bought 7,647 JPMorgan Chase shares in Q2 2026, an estimated $2.37M.
  • JPMorgan Chase made up 1.94% of Old Peak Finance's portfolio in Q2 2026, its #7 holding.
  • Old Peak Finance first reported a position in JPMorgan Chase in Q4 2025 and has held it in 3 quarters since.
  • 5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Old Peak Finance's 13F filing for Q2 2026, filed 3 Aug 2026.