Patrick M. Sweeney & Associates’s JPMorgan Chase JPM Stock Holding History

Patrick M. Sweeney & Associates’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	$6.41M	Sell	19,568 -4,057	-17%	-$1.26M	3.68%	5
2026 Q1	$6.95M	Sell	23,625 -74	-0.3%	-$22.5K	4.45%	3
2025 Q4	$7.64M	Sell	23,699 -221	-0.9%	-$68.4K	4.78%	3
2025 Q3	$7.55M	Buy	23,920 +3	+0%	+$892	4.88%	3
2025 Q2	$7.08M	Sell	23,917 -12	-0.1%	-$3.06K	4.87%	3
2025 Q1	$5.87M	Sell	23,929 -80	-0.3%	-$20.4K	4.38%	3
2024 Q4	$5.76M	Sell	24,009 -51	-0.2%	-$11.9K	4.31%	3
2024 Q3	$5.07M	Buy	24,060 +59	+0.2%	+$12.4K	3.73%	5
2024 Q2	$4.85M	Sell	24,001 -7	-0%	-$1.37K	3.92%	5
2024 Q1	$4.81M	Buy	24,008 +68	+0.3%	+$12.3K	3.95%	6
2023 Q4	$4.07M	Buy	+23,940	New	+$3.63M	3.72%	7

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 $3.37T AUM 44.26% 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

Patrick M. Sweeney & Associates's JPM Position: Q2 2026 in Review

Patrick M. Sweeney & Associates reduced its JPMorgan Chase (JPM) stake by 17% in Q2 2026, selling an estimated $1.26M and leaving 19,568 shares worth $6.41M. The position accounts for 3.68% of the portfolio, ranked #5.

Patrick M. Sweeney & Associates first reported a position in JPM in Q4 2023 and has held it in 11 quarters since. The position peaked at $7.64M in Q4 2025. 5,144 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Patrick M. Sweeney & Associates held 19,568 shares of JPMorgan Chase worth $6.41M as of Q2 2026.
Patrick M. Sweeney & Associates sold 4,057 JPMorgan Chase shares in Q2 2026, an estimated $1.26M.
JPMorgan Chase made up 3.68% of Patrick M. Sweeney & Associates's portfolio in Q2 2026, its #5 holding.
Patrick M. Sweeney & Associates first reported a position in JPMorgan Chase in Q4 2023 and has held it in 11 quarters since.
Patrick M. Sweeney & Associates's JPMorgan Chase position peaked at $7.64M in Q4 2025.
5,144 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Patrick M. Sweeney & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.