PeakShares LLC’s JPMorgan Chase JPM Stock Holding History

PeakShares LLC’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	$1.31M	Buy	4,006 +285	+8%	+$88.5K	0.98%	36
2026 Q1	$1.09M	Buy	3,721 +457	+14%	+$139K	1%	44
2025 Q4	$1.05M	Buy	+3,264	New	+$1.01M	1.03%	35

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

PeakShares LLC's JPM Position: Q2 2026 in Review

PeakShares LLC increased its JPMorgan Chase (JPM) stake by 7.7% in Q2 2026, buying an estimated $88.5K and bringing the position to 4,006 shares worth $1.31M. The position accounts for 0.98% of the portfolio, ranked #36.

PeakShares LLC first reported a position in JPM in Q4 2025 and has held it in 3 quarters since. 5,102 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

PeakShares LLC held 4,006 shares of JPMorgan Chase worth $1.31M as of Q2 2026.
PeakShares LLC bought 285 JPMorgan Chase shares in Q2 2026, an estimated $88.5K.
JPMorgan Chase made up 0.98% of PeakShares LLC's portfolio in Q2 2026, its #36 holding.
PeakShares LLC first reported a position in JPMorgan Chase in Q4 2025 and has held it in 3 quarters since.
5,102 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on PeakShares LLC's 13F filing for Q2 2026, filed 11 Aug 2026.