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Pacifica Partners’s JPMorgan Chase JPM Stock Holding History

Pacifica Partners’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 		$8.28M Sell
24,766
-295
-1% -$91.6K 2.5% 11
2026
Q1 		$7.37M Buy
25,061
+4,160
+20% +$1.26M 2.45% 10
2025
Q4 		$6.8M Sell
20,901
-391
-2% -$121K 3.02% 7
2025
Q3 		$6.62M Buy
21,292
+16
+0.1% +$4.76K 2.37% 11
2025
Q2 		$6.11M Sell
21,276
-329
-2% -$84K 2.48% 10
2025
Q1 		$4.94M Sell
21,605
-585
-3% -$149K 2.26% 12
2024
Q4 		$5.33M Sell
22,190
-516
-2% -$120K 2.3% 12
2024
Q3 		$4.79M Sell
22,706
-330
-1% -$69.5K 1.98% 15
2024
Q2 		$4.8M Sell
23,036
-120
-0.5% -$23.5K 2.06% 13
2024
Q1 		$4.51M Sell
23,156
-236
-1% -$42.6K 2% 13
2023
Q4 		$3.7M Buy
23,392
+41
+0.2% +$6.21K 1.82% 14
2023
Q3 		$3.34M Buy
23,351
+3,341
+17% +$501K 1.82% 16
2023
Q2 		$2.89M Sell
20,010
-19
-0.1% -$2.61K 1.64% 21
2023
Q1 		$2.54M Sell
20,029
-1,201
-6% -$165K 1.53% 22
2022
Q4 		$2.8M Buy
21,230
+282
+1% +$35.7K 1.9% 17
2022
Q3 		$2.29M Sell
20,948
-354
-2% -$40.6K 1.65% 20
2022
Q2 		$2.51M Buy
21,302
+676
+3% +$83.8K 1.73% 20
2022
Q1 		$2.87M Buy
20,626
+16
+0.1% +$2.36K 1.87% 14
2021
Q4 		$3.44M Sell
20,610
-20
-0.1% -$3.28K 2.25% 13
2021
Q3 		$3.36M Sell
20,630
-54
-0.3% -$8.47K 2.45% 8
2021
Q2 		$3.19M Buy
20,684
+1,820
+10% +$286K 2.42% 8
2021
Q1 		$2.88M Sell
18,864
-276
-1% -$39.7K 2.37% 9
2020
Q4 		$2.4M Buy
19,140
+2,118
+12% +$237K 2.31% 9
2020
Q3 		$1.64M Buy
17,022
+4,831
+40% +$474K 1.78% 18
2020
Q2 		$1.13M Sell
12,191
-175
-1% -$16.6K 1.25% 32
2020
Q1 		$1.12M Sell
12,366
-866
-7% -$105K 1.39% 26
2019
Q4 		$1.84M Buy
+13,232
New +$1.7M 1.79% 20

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

Pacifica Partners's JPM Position: Q2 2026 in Review

Pacifica Partners reduced its JPMorgan Chase (JPM) stake by 1.2% in Q2 2026, selling an estimated $91.6K and leaving 24,766 shares worth $8.28M. The position accounts for 2.5% of the portfolio, ranked #11.

Pacifica Partners first reported a position in JPM in Q4 2019 and has held it in 27 quarters since. 1,772 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Pacifica Partners held 24,766 shares of JPMorgan Chase worth $8.28M as of Q2 2026.
  • Pacifica Partners sold 295 JPMorgan Chase shares in Q2 2026, an estimated $91.6K.
  • JPMorgan Chase made up 2.5% of Pacifica Partners's portfolio in Q2 2026, its #11 holding.
  • Pacifica Partners first reported a position in JPMorgan Chase in Q4 2019 and has held it in 27 quarters since.
  • 1,772 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Pacifica Partners's 13F filing for Q2 2026, filed 13 Jul 2026.