PFM
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Peak Financial Management’s JPMorgan Chase JPM Stock Holding History

Peak Financial 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 		– Sell
-778
Closed -$229K – 118
2026
Q1 		$229K Buy
778
+36
+5% +$10.9K 0.06% 88
2025
Q4 		$239K Buy
742
+20
+3% +$6.19K 0.06% 90
2025
Q3 		$228K Buy
+722
New +$215K 0.06% 90
2025
Q2 		– Sell
-872
Closed -$214K – 102
2025
Q1 		$214K Buy
872
+26
+3% +$6.63K 0.06% 88
2024
Q4 		$203K Buy
+846
New +$197K 0.06% 95
2024
Q1 		– Sell
-1,340
Closed -$228K – 98
2023
Q4 		$228K Buy
+1,340
New +$203K 0.08% 77
2021
Q4 		– Sell
-1,308
Closed -$214K – 79
2021
Q3 		$214K Buy
+1,308
New +$205K 0.07% 69

Other funds holding JPM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

Peak Financial Management's JPM Position: Q2 2026 in Review

Peak Financial Management sold out of JPMorgan Chase (JPM) in Q2 2026, closing a stake of 778 shares — an estimated $229K sold.

Peak Financial Management first reported a position in JPM in Q3 2021 and held it in 7 quarters. The position peaked at $239K in Q4 2025. 2,568 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Peak Financial Management reported no remaining JPMorgan Chase position as of Q2 2026 after selling out during the quarter.
  • Peak Financial Management sold 778 JPMorgan Chase shares in Q2 2026, an estimated $229K.
  • Peak Financial Management first reported a position in JPMorgan Chase in Q3 2021 and held it in 7 quarters.
  • Peak Financial Management's JPMorgan Chase position peaked at $239K in Q4 2025.
  • 2,568 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Peak Financial Management's 13F filing for Q2 2026, filed 20 Jul 2026.