PBU - The Pension Fund of Early Childhood & Youth Educators’s JPMorgan Chase JPM Stock Holding History

PBU - The Pension Fund of Early Childhood & Youth Educators’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	$51.2M	Sell	156,450 -318,133	-67%	-$98.8M	1.16%	17
2026 Q1	$140M	Buy	474,583 +34,581	+8%	+$10.5M	2.1%	7
2025 Q4	$142M	Buy	+440,002	New	+$136M	2.04%	7

Other funds holding JPM

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

PBU - The Pension Fund of Early Childhood & Youth Educators's JPM Position: Q2 2026 in Review

PBU - The Pension Fund of Early Childhood & Youth Educators reduced its JPMorgan Chase (JPM) stake by 67% in Q2 2026, selling an estimated $98.8M and leaving 156,450 shares worth $51.2M. The position accounts for 1.16% of the portfolio, ranked #17.

PBU - The Pension Fund of Early Childhood & Youth Educators first reported a position in JPM in Q4 2025 and has held it in 3 quarters since. The position peaked at $142M in Q4 2025. 4,218 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

PBU - The Pension Fund of Early Childhood & Youth Educators held 156,450 shares of JPMorgan Chase worth $51.2M as of Q2 2026.
PBU - The Pension Fund of Early Childhood & Youth Educators sold 318,133 JPMorgan Chase shares in Q2 2026, an estimated $98.8M.
JPMorgan Chase made up 1.16% of PBU - The Pension Fund of Early Childhood & Youth Educators's portfolio in Q2 2026, its #17 holding.
PBU - The Pension Fund of Early Childhood & Youth Educators first reported a position in JPMorgan Chase in Q4 2025 and has held it in 3 quarters since.
PBU - The Pension Fund of Early Childhood & Youth Educators's JPMorgan Chase position peaked at $142M in Q4 2025.
4,218 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on PBU - The Pension Fund of Early Childhood & Youth Educators's 13F filing for Q2 2026, filed 16 Jul 2026.