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Outfitter Financial’s JPMorgan Chase JPM Stock Holding History

Outfitter Financial’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 		$5.05M Sell
15,417
-105
-0.7% -$32.6K 3.54% 5
2026
Q1 		$4.57M Sell
15,522
-90
-0.6% -$27.3K 3.53% 3
2025
Q4 		$5.03M Sell
15,612
-600
-4% -$186K 3.96% 3
2025
Q3 		$5.11M Sell
16,212
-500
-3% -$149K 4.14% 2
2025
Q2 		$4.84M Sell
16,712
-425
-2% -$108K 4.13% 2
2025
Q1 		$4.2M Sell
17,137
-960
-5% -$245K 3.78% 2
2024
Q4 		$4.34M Sell
18,097
-590
-3% -$137K 3.47% 4
2024
Q3 		$3.94M Sell
18,687
-1,301
-7% -$274K 3.25% 4
2024
Q2 		$4.04M Sell
19,988
-405
-2% -$79.2K 3.37% 4
2024
Q1 		$4.08M Sell
20,393
-1,505
-7% -$272K 3.35% 2
2023
Q4 		$3.72M Sell
21,898
-55
-0.3% -$8.34K 3.26% 3
2023
Q3 		$3.18M Sell
21,953
-20
-0.1% -$3K 3% 3
2023
Q2 		$3.2M Sell
21,973
-115
-0.5% -$15.8K 2.86% 3
2023
Q1 		$2.88M Sell
22,088
-55
-0.2% -$7.54K 2.59% 4
2022
Q4 		$2.97M Sell
22,143
-35
-0.2% -$4.43K 2.69% 3
2022
Q3 		$2.32M Buy
22,178
+950
+4% +$109K 2.27% 9
2022
Q2 		$2.39M Buy
21,228
+295
+1% +$36.5K 2.17% 8
2022
Q1 		$2.85M Buy
20,933
+595
+3% +$87.8K 2.18% 9
2021
Q4 		$3.22M Buy
20,338
+20
+0.1% +$3.28K 2.36% 7
2021
Q3 		$3.33M Sell
20,318
-152
-0.7% -$23.8K 2.62% 4
2021
Q2 		$3.18M Buy
20,470
+15
+0.1% +$2.36K 2.44% 6
2021
Q1 		$3.11M Buy
20,455
+1,745
+9% +$251K 2.57% 5
2020
Q4 		$2.38M Buy
+18,710
New +$2.09M 2.29% 7

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

Outfitter Financial's JPM Position: Q2 2026 in Review

Outfitter Financial reduced its JPMorgan Chase (JPM) stake by 0.68% in Q2 2026, selling an estimated $32.6K and leaving 15,417 shares worth $5.05M. The position accounts for 3.54% of the portfolio, ranked #5.

Outfitter Financial first reported a position in JPM in Q4 2020 and has held it in 23 quarters since. The position peaked at $5.11M in Q3 2025. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Outfitter Financial held 15,417 shares of JPMorgan Chase worth $5.05M as of Q2 2026.
  • Outfitter Financial sold 105 JPMorgan Chase shares in Q2 2026, an estimated $32.6K.
  • JPMorgan Chase made up 3.54% of Outfitter Financial's portfolio in Q2 2026, its #5 holding.
  • Outfitter Financial first reported a position in JPMorgan Chase in Q4 2020 and has held it in 23 quarters since.
  • Outfitter Financial's JPMorgan Chase position peaked at $5.11M in Q3 2025.
  • 5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Outfitter Financial's 13F filing for Q2 2026, filed 10 Aug 2026.