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Penney Financial’s JPMorgan Chase JPM Stock Holding History

Penney Financial’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 		$205K Buy
+625
New +$194K 0.07% 52
2026
Q1 		– Sell
-658
Closed -$212K – 50
2025
Q4 		$212K Hold
658
– – 0.08% 48
2025
Q3 		$208K Sell
658
-40
-6% -$11.9K 0.09% 48
2025
Q2 		$202K Buy
+698
New +$178K 0.1% 42

Other funds holding JPM

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 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

Penney Financial's JPM Position: Q2 2026 in Review

Penney Financial opened a new position in JPMorgan Chase (JPM) in Q2 2026: 625 shares worth $205K. The stake represents 0.07% of the portfolio and ranks #52 among its holdings. This is a return to the name: Penney Financial previously reported a position in JPM as recently as Q4 2025.

Penney Financial first reported a position in JPM in Q2 2025 and has held it in 4 quarters since. The position peaked at $212K in Q4 2025. 2,770 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Penney Financial held 625 shares of JPMorgan Chase worth $205K as of Q2 2026.
  • JPMorgan Chase was a new Penney Financial position in Q2 2026.
  • JPMorgan Chase made up 0.07% of Penney Financial's portfolio in Q2 2026, its #52 holding.
  • Penney Financial first reported a position in JPMorgan Chase in Q2 2025 and has held it in 4 quarters since.
  • Penney Financial's JPMorgan Chase position peaked at $212K in Q4 2025.
  • 2,770 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Penney Financial's 13F filing for Q2 2026, filed 22 Jul 2026.