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Per Stirling Capital Management’s JPMorgan Chase JPM Stock Holding History

Per Stirling Capital Management’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 		$1.36M Buy
4,150
+208
+5% +$64.6K 0.13% 127
2026
Q1 		$1.16M Buy
3,942
+185
+5% +$56.1K 0.13% 125
2025
Q4 		$1.21M Sell
3,757
-7
-0.2% -$2.17K 0.14% 114
2025
Q3 		$1.19M Buy
3,764
+62
+2% +$18.4K 0.14% 108
2025
Q2 		$1.07M Buy
3,702
+5
+0.1% +$1.28K 0.14% 109
2025
Q1 		$907K Buy
3,697
+15
+0.4% +$3.82K 0.13% 120
2024
Q4 		$883K Sell
3,682
-157
-4% -$36.6K 0.13% 116
2024
Q3 		$810K Buy
3,839
+383
+11% +$80.7K 0.11% 132
2024
Q2 		$699K Sell
3,456
-561
-14% -$110K 0.11% 123
2024
Q1 		$805K Buy
4,017
+110
+3% +$19.8K 0.13% 101
2023
Q4 		$665K Buy
3,907
+286
+8% +$43.3K 0.12% 104
2023
Q3 		$525K Buy
3,621
+8
+0.2% +$1.2K 0.11% 117
2023
Q2 		$525K Sell
3,613
-30
-0.8% -$4.13K 0.11% 118
2023
Q1 		$475K Sell
3,643
-905
-20% -$124K 0.1% 118
2022
Q4 		$610K Buy
+4,548
New +$576K 0.11% 108

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 $3.38T AUM 44.17% 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

Per Stirling Capital Management's JPM Position: Q2 2026 in Review

Per Stirling Capital Management increased its JPMorgan Chase (JPM) stake by 5.3% in Q2 2026, buying an estimated $64.6K and bringing the position to 4,150 shares worth $1.36M. The position accounts for 0.13% of the portfolio, ranked #127.

Per Stirling Capital Management first reported a position in JPM in Q4 2022 and has held it in 15 quarters since. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Per Stirling Capital Management held 4,150 shares of JPMorgan Chase worth $1.36M as of Q2 2026.
  • Per Stirling Capital Management bought 208 JPMorgan Chase shares in Q2 2026, an estimated $64.6K.
  • JPMorgan Chase made up 0.13% of Per Stirling Capital Management's portfolio in Q2 2026, its #127 holding.
  • Per Stirling Capital Management first reported a position in JPMorgan Chase in Q4 2022 and has held it in 15 quarters since.
  • 5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Per Stirling Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.