Pekin Hardy Strauss’s JPMorgan Chase JPM Stock Holding History

Pekin Hardy Strauss’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	$3.65M	Sell	11,136 -354	-3%	-$110K	0.32%	79
2026 Q1	$3.38M	Sell	11,490 -16	-0.1%	-$4.86K	0.35%	76
2025 Q4	$3.71M	Buy	11,506 +1,426	+14%	+$441K	0.34%	74
2025 Q3	$3.18M	Buy	10,080 +465	+5%	+$138K	0.32%	82
2025 Q2	$2.79M	Sell	9,615 -2,135	-18%	-$545K	0.32%	79
2025 Q1	$2.88M	Sell	11,750 -2,842	-19%	-$725K	0.35%	74
2024 Q4	$3.5M	Sell	14,592 -834	-5%	-$194K	0.44%	60
2024 Q3	$3.25M	Buy	15,426 +655	+4%	+$138K	0.41%	70
2024 Q2	$2.99M	Buy	14,771 +900	+6%	+$176K	0.41%	70
2024 Q1	$2.78M	Buy	13,871 +2,600	+23%	+$469K	0.38%	75
2023 Q4	$1.92M	Hold	11,271	–	–	0.27%	89
2023 Q3	$1.63M	Sell	11,271 -2,000	-15%	-$300K	0.26%	100
2023 Q2	$1.93M	Buy	13,271 +142	+1%	+$19.5K	0.21%	89
2023 Q1	$1.71M	Sell	13,129 -130	-1%	-$17.8K	0.23%	98
2022 Q4	$1.78M	Sell	13,259 -463	-3%	-$58.7K	0.24%	94
2022 Q3	$1.43M	Sell	13,722 -1,311	-9%	-$150K	0.23%	106
2022 Q2	$1.69M	Sell	15,033 -9,457	-39%	-$1.17M	0.24%	103
2022 Q1	$3.34M	Sell	24,490 -1,388	-5%	-$205K	0.42%	64
2021 Q4	$4.1M	Buy	25,878 +899	+4%	+$148K	0.55%	48
2021 Q3	$4.09M	Buy	24,979 +350	+1%	+$54.9K	0.58%	47
2021 Q2	$3.83M	Buy	24,629 +6,945	+39%	+$1.09M	0.53%	51
2021 Q1	$2.69M	Sell	17,684 -4,900	-22%	-$705K	0.42%	60
2020 Q4	$2.87M	Buy	22,584 +693	+3%	+$77.5K	0.5%	53
2020 Q3	$2.11M	Sell	21,891 -1,745	-7%	-$171K	0.43%	59
2020 Q2	$2.22M	Buy	23,636 +118	+0.5%	+$11.2K	0.49%	52
2020 Q1	$2.12M	Sell	23,518 -215	-0.9%	-$26.1K	0.48%	51
2019 Q4	$3.31M	Sell	23,733 -1,950	-8%	-$250K	0.54%	46
2019 Q3	$3.02M	Buy	25,683 +200	+0.8%	+$22.6K	0.59%	44
2019 Q2	$2.85M	Buy	25,483 +100	+0.4%	+$11K	0.56%	43
2019 Q1	$2.57M	Buy	25,383 +100	+0.4%	+$10.3K	0.2%	52
2018 Q4	$2.47M	Buy	25,283 +800	+3%	+$85.2K	0.43%	53
2018 Q3	$2.76M	Sell	24,483 -500	-2%	-$56.8K	0.48%	51
2018 Q2	$2.6M	Buy	24,983 +275	+1%	+$30.2K	0.49%	48
2018 Q1	$2.72M	Sell	24,708 -4,300	-15%	-$487K	0.49%	52
2017 Q4	$3.1M	Buy	29,008 +3,425	+13%	+$347K	0.57%	45
2017 Q3	$2.44M	Buy	25,583 +3,600	+16%	+$332K	0.46%	54
2017 Q2	$2.01M	Buy	21,983 +2,717	+14%	+$234K	0.32%	55
2017 Q1	$1.69M	Sell	19,266 -5,765	-23%	-$509K	0.33%	59
2016 Q4	$2.16M	Sell	25,031 -1,890	-7%	-$144K	0.19%	46
2016 Q3	$1.79M	Buy	26,921 +1,855	+7%	+$121K	0.31%	52
2016 Q2	$1.56M	Sell	25,066 -524	-2%	-$32.7K	0.34%	57
2016 Q1	$1.51M	Buy	25,590 +1,963	+8%	+$115K	0.35%	58
2015 Q4	$1.56M	Sell	23,627 -3,091	-12%	-$201K	0.35%	61
2015 Q3	$1.63M	Sell	26,718 -3,538	-12%	-$232K	0.37%	50
2015 Q2	$2.05M	Sell	30,256 -3,198	-10%	-$209K	0.4%	45
2015 Q1	$2.03M	Buy	33,454 +858	+3%	+$50.8K	0.38%	44
2014 Q4	$2.04M	Sell	32,596 -1,199	-4%	-$72.2K	0.3%	70
2014 Q3	$2.04M	Buy	33,795 +527	+2%	+$30.8K	0.35%	42
2014 Q2	$1.92M	Buy	33,268 +1	+0%	+$56	0.3%	46
2014 Q1	$2.02M	Buy	33,267 +11,177	+51%	+$646K	0.33%	44
2013 Q4	$1.29M	Sell	22,090 -12,010	-35%	-$658K	0.2%	54
2013 Q3	$1.76M	Buy	34,100 +3,003	+10%	+$161K	0.28%	43
2013 Q2	$1.64M	Buy	+31,097	New	+$1.58M	0.28%	48

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

Pekin Hardy Strauss's JPM Position: Q2 2026 in Review

Pekin Hardy Strauss reduced its JPMorgan Chase (JPM) stake by 3.1% in Q2 2026, selling an estimated $110K and leaving 11,136 shares worth $3.65M. The position accounts for 0.32% of the portfolio, ranked #79.

Pekin Hardy Strauss first reported a position in JPM in Q2 2013 and has held it in 53 quarters since. The position peaked at $4.1M in Q4 2021. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Pekin Hardy Strauss held 11,136 shares of JPMorgan Chase worth $3.65M as of Q2 2026.
Pekin Hardy Strauss sold 354 JPMorgan Chase shares in Q2 2026, an estimated $110K.
JPMorgan Chase made up 0.32% of Pekin Hardy Strauss's portfolio in Q2 2026, its #79 holding.
Pekin Hardy Strauss first reported a position in JPMorgan Chase in Q2 2013 and has held it in 53 quarters since.
Pekin Hardy Strauss's JPMorgan Chase position peaked at $4.1M in Q4 2021.
5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Pekin Hardy Strauss's 13F filing for Q2 2026, filed 30 Jul 2026.