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Penn Davis McFarland’s JPMorgan Chase JPM Stock Holding History

Penn Davis McFarland’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 		$2.34M Buy
7,150
+5,000
+233% +$1.55M 0.21% 47
2026
Q1 		$632K Sell
2,150
-230
-10% -$69.8K 0.06% 59
2025
Q4 		$767K Sell
2,380
-200
-8% -$61.9K 0.07% 57
2025
Q3 		$814K Hold
2,580
– – 0.08% 55
2025
Q2 		$748K Hold
2,580
– – 0.08% 58
2025
Q1 		$633K Hold
2,580
– – 0.07% 59
2024
Q4 		$618K Buy
2,580
+207
+9% +$48.2K 0.07% 64
2024
Q3 		$500K Hold
2,373
– – 0.06% 66
2024
Q2 		$480K Hold
2,373
– – 0.07% 40
2024
Q1 		$475K Hold
2,373
– – 0.07% 40
2023
Q4 		$404K Buy
2,373
+23
+1% +$3.49K 0.07% 42
2023
Q3 		$341K Hold
2,350
– – 0.06% 42
2023
Q2 		$342K Sell
2,350
-107
-4% -$14.7K 0.06% 38
2023
Q1 		$320K Sell
2,457
-361
-13% -$49.5K 0.06% 40
2022
Q4 		$378K Sell
2,818
-248
-8% -$31.4K 0.07% 40
2022
Q3 		$320K Hold
3,066
– – 0.06% 38
2022
Q2 		$345K Buy
3,066
+40
+1% +$4.96K 0.06% 39
2022
Q1 		$413K Sell
3,026
-286
-9% -$42.2K 0.07% 40
2021
Q4 		$524K Hold
3,312
– – 0.09% 38
2021
Q3 		$542K Buy
3,312
+1,803
+119% +$283K 0.1% 37
2021
Q2 		$235K Hold
1,509
– – 0.04% 43
2021
Q1 		$230K Buy
+1,509
New +$217K 0.04% 44
2020
Q1 		– Sell
-1,652
Closed -$230K – 47
2019
Q4 		$230K Buy
+1,652
New +$212K 0.07% 39

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Penn Davis McFarland's JPM Position: Q2 2026 in Review

Penn Davis McFarland increased its JPMorgan Chase (JPM) stake by 233% in Q2 2026, buying an estimated $1.55M and bringing the position to 7,150 shares worth $2.34M. The position accounts for 0.21% of the portfolio, ranked #47.

Penn Davis McFarland first reported a position in JPM in Q4 2019 and has held it in 23 quarters since. 956 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Penn Davis McFarland held 7,150 shares of JPMorgan Chase worth $2.34M as of Q2 2026.
  • Penn Davis McFarland bought 5,000 JPMorgan Chase shares in Q2 2026, an estimated $1.55M.
  • JPMorgan Chase made up 0.21% of Penn Davis McFarland's portfolio in Q2 2026, its #47 holding.
  • Penn Davis McFarland first reported a position in JPMorgan Chase in Q4 2019 and has held it in 23 quarters since.
  • 956 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Penn Davis McFarland's 13F filing for Q2 2026, filed 15 Jul 2026.