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Patriot Investment Management Group’s JPMorgan Chase JPM Stock Holding History

Patriot Investment Management Group’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 		$2.09M Sell
6,397
-12
-0.2% -$3.73K 0.12% 71
2026
Q1 		$1.89M Buy
6,409
+9
+0.1% +$2.73K 0.12% 77
2025
Q4 		$2.06M Buy
6,400
+217
+4% +$67.2K 0.13% 68
2025
Q3 		$1.95M Sell
6,183
-14
-0.2% -$4.16K 0.13% 73
2025
Q2 		$1.8M Buy
6,197
+455
+8% +$116K 0.12% 71
2025
Q1 		$1.41M Hold
5,742
– – 0.11% 80
2024
Q4 		$1.38M Buy
5,742
+117
+2% +$27.3K 0.1% 83
2024
Q3 		$1.19M Buy
5,625
+13
+0.2% +$2.74K 0.09% 103
2024
Q2 		$1.14M Buy
5,612
+35
+0.6% +$6.84K 0.09% 98
2024
Q1 		$1.12M Sell
5,577
-24
-0.4% -$4.33K 0.09% 99
2023
Q4 		$953K Sell
5,601
-5,715
-51% -$866K 0.08% 109
2023
Q3 		$1.64M Sell
11,316
-17
-0.2% -$2.55K 0.15% 72
2023
Q2 		$1.65M Buy
11,333
+40
+0.4% +$5.5K 0.14% 77
2023
Q1 		$1.47M Buy
11,293
+39
+0.3% +$5.34K 0.13% 84
2022
Q4 		$1.58M Buy
11,254
+201
+2% +$25.5K 0.14% 82
2022
Q3 		$1.16M Buy
11,053
+48
+0.4% +$5.51K 0.12% 93
2022
Q2 		$1.24M Sell
11,005
-184
-2% -$22.8K 0.12% 93
2022
Q1 		$1.52M Buy
11,189
+5,595
+100% +$826K 0.13% 87
2021
Q4 		$885K Sell
5,594
-295
-5% -$48.4K 0.08% 124
2021
Q3 		$963K Sell
5,889
-569
-9% -$89.2K 0.09% 115
2021
Q2 		$1M Buy
6,458
+241
+4% +$37.9K 0.09% 118
2021
Q1 		$946K Buy
6,217
+2,312
+59% +$333K 0.09% 117
2020
Q4 		$496K Sell
3,905
-2,545
-39% -$284K 0.08% 121
2020
Q3 		$620K Sell
6,450
-174
-3% -$17.1K 0.07% 129
2020
Q2 		$623K Sell
6,624
-299
-4% -$28.4K 0.08% 130
2020
Q1 		$623K Sell
6,923
-26
-0.4% -$3.16K 0.09% 114
2019
Q4 		$968K Buy
6,949
+28
+0.4% +$3.59K 0.13% 107
2019
Q3 		$784K Sell
6,921
-198
-3% -$22.4K 0.11% 114
2019
Q2 		$795K Buy
7,119
+502
+8% +$55.3K 0.11% 114
2019
Q1 		$669K Buy
+6,617
New +$682K 0.1% 122

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
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
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 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

Patriot Investment Management Group's JPM Position: Q2 2026 in Review

Patriot Investment Management Group reduced its JPMorgan Chase (JPM) stake by 0.19% in Q2 2026, selling an estimated $3.73K and leaving 6,397 shares worth $2.09M. The position accounts for 0.12% of the portfolio, ranked #71.

Patriot Investment Management Group first reported a position in JPM in Q1 2019 and has held it in 30 quarters since. 1,853 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Patriot Investment Management Group held 6,397 shares of JPMorgan Chase worth $2.09M as of Q2 2026.
  • Patriot Investment Management Group sold 12 JPMorgan Chase shares in Q2 2026, an estimated $3.73K.
  • JPMorgan Chase made up 0.12% of Patriot Investment Management Group's portfolio in Q2 2026, its #71 holding.
  • Patriot Investment Management Group first reported a position in JPMorgan Chase in Q1 2019 and has held it in 30 quarters since.
  • 1,853 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Patriot Investment Management Group's 13F filing for Q2 2026, filed 15 Jul 2026.