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Patriot Financial Group Insurance Agency’s JPMorgan Chase JPM Stock Holding History

Patriot Financial Group Insurance Agency’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 		$10.4M Sell
31,761
-34,019
-52% -$10.6M 1.07% 14
2026
Q1 		$19.4M Buy
65,780
+37,144
+130% +$11.3M 1.09% 10
2025
Q4 		$9.23M Buy
28,636
+1,648
+6% +$510K 1.1% 10
2025
Q3 		$8.51M Sell
26,988
-5,860
-18% -$1.74M 1.09% 13
2025
Q2 		$9.52M Buy
32,848
+2,224
+7% +$568K 1.09% 14
2025
Q1 		$7.51M Buy
30,624
+114
+0.4% +$29.1K 1.01% 17
2024
Q4 		$7.31M Buy
30,510
+431
+1% +$100K 0.98% 17
2024
Q3 		$6.34M Buy
30,079
+2,830
+10% +$596K 0.85% 20
2024
Q2 		$5.51M Buy
27,249
+1,383
+5% +$270K 0.81% 20
2024
Q1 		$5.18M Buy
25,866
+1,246
+5% +$225K 0.82% 20
2023
Q4 		$4.19M Buy
24,620
+2,171
+10% +$329K 0.79% 22
2023
Q3 		$3.26M Buy
22,449
+832
+4% +$125K 0.67% 24
2023
Q2 		$3.14M Buy
21,617
+1,211
+6% +$167K 0.59% 31
2023
Q1 		$2.66M Buy
20,406
+4,134
+25% +$566K 0.54% 34
2022
Q4 		$2.18M Buy
16,272
+1,247
+8% +$158K 0.29% 38
2022
Q3 		$1.57M Buy
15,025
+4,415
+42% +$507K 0.38% 56
2022
Q2 		$1.2M Buy
10,610
+701
+7% +$86.9K 0.24% 86
2022
Q1 		$1.35M Sell
9,909
-2,153
-18% -$318K 0.24% 95
2021
Q4 		$1.91M Sell
12,062
-1,045
-8% -$172K 0.32% 63
2021
Q3 		$2.15M Buy
13,107
+1,133
+9% +$178K 0.38% 48
2021
Q2 		$1.86M Buy
11,974
+790
+7% +$124K 0.34% 62
2021
Q1 		$1.7M Sell
11,184
-2,230
-17% -$321K 0.39% 40
2020
Q4 		$1.71M Buy
13,414
+3,045
+29% +$340K 0.43% 37
2020
Q3 		$998K Buy
10,369
+231
+2% +$22.7K 0.32% 64
2020
Q2 		$954K Sell
10,138
-6,690
-40% -$635K 0.36% 58
2020
Q1 		$1.51M Buy
16,828
+1,429
+9% +$174K 0.69% 22
2019
Q4 		$2.15M Buy
15,399
+526
+4% +$67.5K 0.81% 17
2019
Q3 		$1.75M Buy
14,873
+935
+7% +$106K 0.79% 20
2019
Q2 		$1.59M Buy
13,938
+2,095
+18% +$231K 0.68% 23
2019
Q1 		$1.2M Buy
11,843
+2,716
+30% +$280K 0.62% 26
2018
Q4 		$891K Buy
9,127
+2,797
+44% +$298K 0.59% 27
2018
Q3 		$714K Buy
6,330
+3,007
+90% +$341K 0.43% 33
2018
Q2 		$346K Sell
3,323
-4,279
-56% -$469K 0.37% 49
2018
Q1 		$820K Buy
7,602
+756
+11% +$85.6K 0.61% 32
2017
Q4 		$745K Buy
6,846
+813
+13% +$82.3K 0.56% 32
2017
Q3 		$582K Buy
6,033
+3,441
+133% +$317K 0.52% 35
2017
Q2 		$242K Sell
2,592
-71
-3% -$6.13K 0.25% 77
2017
Q1 		$230K Hold
2,663
– – 0.24% 75
2016
Q4 		$223K Buy
+2,663
New +$203K 0.3% 63

Other funds holding JPM

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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

Patriot Financial Group Insurance Agency's JPM Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its JPMorgan Chase (JPM) stake by 52% in Q2 2026, selling an estimated $10.6M and leaving 31,761 shares worth $10.4M. The position accounts for 1.07% of the portfolio, ranked #14.

Patriot Financial Group Insurance Agency first reported a position in JPM in Q4 2016 and has held it in 39 quarters since. The position peaked at $19.4M in Q1 2026. 3,313 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Patriot Financial Group Insurance Agency held 31,761 shares of JPMorgan Chase worth $10.4M as of Q2 2026.
  • Patriot Financial Group Insurance Agency sold 34,019 JPMorgan Chase shares in Q2 2026, an estimated $10.6M.
  • JPMorgan Chase made up 1.07% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #14 holding.
  • Patriot Financial Group Insurance Agency first reported a position in JPMorgan Chase in Q4 2016 and has held it in 39 quarters since.
  • Patriot Financial Group Insurance Agency's JPMorgan Chase position peaked at $19.4M in Q1 2026.
  • 3,313 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.