Palogic Value Management’s JPMorgan Chase JPM Stock Holding History

Palogic Value Management’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	$2.12M	Hold	6,474	–	–	0.69%	31
2026 Q1	$1.9M	Sell	6,474 -150	-2%	-$45.5K	0.8%	29
2025 Q4	$2.13M	Hold	6,624	–	–	0.89%	30
2025 Q3	$2.09M	Hold	6,624	–	–	0.84%	29
2025 Q2	$1.92M	Hold	6,624	–	–	0.78%	36
2025 Q1	$1.62M	Hold	6,624	–	–	0.7%	46
2024 Q4	$1.59M	Sell	6,624 -200	-3%	-$46.6K	0.6%	52
2024 Q3	$1.44M	Hold	6,824	–	–	0.49%	57
2024 Q2	$1.38M	Hold	6,824	–	–	0.59%	55
2024 Q1	$1.37M	Hold	6,824	–	–	0.59%	58
2023 Q4	$1.16M	Hold	6,824	–	–	0.51%	64
2023 Q3	$990K	Hold	6,824	–	–	0.47%	66
2023 Q2	$992K	Hold	6,824	–	–	0.47%	65
2023 Q1	$889K	Hold	6,824	–	–	0.44%	69
2022 Q4	$915K	Buy	+6,824	New	+$865K	0.48%	68

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Palogic Value Management's JPM Position: Q2 2026 in Review

Palogic Value Management held its JPMorgan Chase (JPM) position steady in Q2 2026 at 6,474 shares worth $2.12M. The position accounts for 0.69% of the portfolio, ranked #31.

Palogic Value Management first reported a position in JPM in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.13M in Q4 2025. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Palogic Value Management held 6,474 shares of JPMorgan Chase worth $2.12M as of Q2 2026.
Palogic Value Management left its JPMorgan Chase share count unchanged in Q2 2026.
JPMorgan Chase made up 0.69% of Palogic Value Management's portfolio in Q2 2026, its #31 holding.
Palogic Value Management first reported a position in JPMorgan Chase in Q4 2022 and has held it in 15 quarters since.
Palogic Value Management's JPMorgan Chase position peaked at $2.13M in Q4 2025.
5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Palogic Value Management's 13F filing for Q2 2026, filed 14 Aug 2026.