PCG Asset Management’s JPMorgan Chase JPM Stock Holding History

PCG Asset 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	$2.8M	Buy	8,554 +21	+0.2%	+$6.52K	2.01%	14
2026 Q1	$2.51M	Sell	8,533 -71	-0.8%	-$21.5K	2.01%	15
2025 Q4	$2.78M	Sell	8,604 -855	-9%	-$265K	2.22%	14
2025 Q3	$2.98M	Sell	9,459 -236	-2%	-$70.2K	2.4%	12
2025 Q2	$2.81M	Sell	9,695 -249	-3%	-$63.5K	2.42%	12
2025 Q1	$2.44M	Sell	9,944 -262	-3%	-$66.8K	2.28%	13
2024 Q4	$2.45M	Buy	+10,206	New	+$2.38M	2.15%	15

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

PCG Asset Management's JPM Position: Q2 2026 in Review

PCG Asset Management increased its JPMorgan Chase (JPM) stake by 0.25% in Q2 2026, buying an estimated $6.52K and bringing the position to 8,554 shares worth $2.8M. The position accounts for 2.01% of the portfolio, ranked #14.

PCG Asset Management first reported a position in JPM in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.98M in Q3 2025. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

PCG Asset Management held 8,554 shares of JPMorgan Chase worth $2.8M as of Q2 2026.
PCG Asset Management bought 21 JPMorgan Chase shares in Q2 2026, an estimated $6.52K.
JPMorgan Chase made up 2.01% of PCG Asset Management's portfolio in Q2 2026, its #14 holding.
PCG Asset Management first reported a position in JPMorgan Chase in Q4 2024 and has held it in 7 quarters since.
PCG Asset Management's JPMorgan Chase position peaked at $2.98M in Q3 2025.
5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on PCG Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.