PPC
JPM icon

Pennington Partners & Co’s JPMorgan Chase JPM Stock Holding History

Pennington Partners & Co’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 		$1.22M Buy
3,724
+285
+8% +$88.5K 0.39% 37
2026
Q1 		$1.01M Buy
3,439
+482
+16% +$146K 0.35% 39
2025
Q4 		$953K Sell
2,957
-129
-4% -$39.9K 0.38% 34
2025
Q3 		$973K Buy
3,086
+38
+1% +$11.3K 0.46% 30
2025
Q2 		$884K Sell
3,048
-161
-5% -$41.1K 0.47% 27
2025
Q1 		$787K Sell
3,209
-1,363
-30% -$347K 0.45% 27
2024
Q4 		$1.1M Buy
+4,572
New +$1.06M 0.54% 21

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Pennington Partners & Co's JPM Position: Q2 2026 in Review

Pennington Partners & Co increased its JPMorgan Chase (JPM) stake by 8.3% in Q2 2026, buying an estimated $88.5K and bringing the position to 3,724 shares worth $1.22M. The position accounts for 0.39% of the portfolio, ranked #37.

Pennington Partners & Co first reported a position in JPM in Q4 2024 and has held it in 7 quarters since. 5,140 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Pennington Partners & Co held 3,724 shares of JPMorgan Chase worth $1.22M as of Q2 2026.
  • Pennington Partners & Co bought 285 JPMorgan Chase shares in Q2 2026, an estimated $88.5K.
  • JPMorgan Chase made up 0.39% of Pennington Partners & Co's portfolio in Q2 2026, its #37 holding.
  • Pennington Partners & Co first reported a position in JPMorgan Chase in Q4 2024 and has held it in 7 quarters since.
  • 5,140 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Pennington Partners & Co's 13F filing for Q2 2026, filed 14 Aug 2026.