ODIJL
JPM icon

One Day In July LLC’s JPMorgan Chase JPM Stock Holding History

One Day In July LLC’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 		$1.64M Buy
4,996
+633
+15% +$197K 0.11% 59
2026
Q1 		$1.28M Buy
4,363
+56
+1% +$17K 0.1% 65
2025
Q4 		$1.39M Buy
4,307
+660
+18% +$204K 0.11% 62
2025
Q3 		$1.15M Sell
3,647
-307
-8% -$91.3K 0.1% 66
2025
Q2 		$1.15M Buy
3,954
+853
+28% +$218K 0.1% 62
2025
Q1 		$761K Buy
3,101
+135
+5% +$34.4K 0.08% 74
2024
Q4 		$711K Sell
2,966
-884
-23% -$206K 0.07% 72
2024
Q3 		$812K Buy
3,850
+1,712
+80% +$361K 0.09% 71
2024
Q2 		$432K Buy
2,138
+230
+12% +$45K 0.05% 86
2024
Q1 		$382K Sell
1,908
-66
-3% -$11.9K 0.05% 91
2023
Q4 		$336K Sell
1,974
-60
-3% -$9.09K 0.05% 89
2023
Q3 		$295K Buy
+2,034
New +$305K 0.05% 81

Other funds holding JPM

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

One Day In July LLC's JPM Position: Q2 2026 in Review

One Day In July LLC increased its JPMorgan Chase (JPM) stake by 15% in Q2 2026, buying an estimated $197K and bringing the position to 4,996 shares worth $1.64M. The position accounts for 0.11% of the portfolio, ranked #59.

One Day In July LLC first reported a position in JPM in Q3 2023 and has held it in 12 quarters since. 2,702 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • One Day In July LLC held 4,996 shares of JPMorgan Chase worth $1.64M as of Q2 2026.
  • One Day In July LLC bought 633 JPMorgan Chase shares in Q2 2026, an estimated $197K.
  • JPMorgan Chase made up 0.11% of One Day In July LLC's portfolio in Q2 2026, its #59 holding.
  • One Day In July LLC first reported a position in JPMorgan Chase in Q3 2023 and has held it in 12 quarters since.
  • 2,702 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on One Day In July LLC's 13F filing for Q2 2026, filed 3 Aug 2026.