PFC Capital Group’s JPMorgan Chase JPM Stock Holding History

PFC Capital Group’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	$2.52M	Sell	7,710 -141	-2%	-$43.8K	0.97%	29
2026 Q1	$2.31M	Sell	7,851 -4	-0.1%	-$1.21K	1.02%	28
2025 Q4	$2.53M	Sell	7,855 -11	-0.1%	-$3.41K	1.04%	26
2025 Q3	$2.48M	Sell	7,866 -89	-1%	-$26.5K	1.04%	27
2025 Q2	$2.31M	Sell	7,955 -440	-5%	-$112K	1.07%	23
2025 Q1	$2.06M	Sell	8,395 -465	-5%	-$119K	1.04%	23
2024 Q4	$2.12M	Sell	8,860 -40	-0.4%	-$9.32K	1.03%	22
2024 Q3	$1.88M	Buy	8,900 +175	+2%	+$36.9K	0.9%	27
2024 Q2	$1.76M	Hold	8,725	–	–	0.88%	26
2024 Q1	$1.75M	Sell	8,725 -150	-2%	-$27.1K	0.94%	29
2023 Q4	$1.51M	Buy	+8,875	New	+$1.34M	0.9%	31

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

PFC Capital Group's JPM Position: Q2 2026 in Review

PFC Capital Group reduced its JPMorgan Chase (JPM) stake by 1.8% in Q2 2026, selling an estimated $43.8K and leaving 7,710 shares worth $2.52M. The position accounts for 0.97% of the portfolio, ranked #29.

PFC Capital Group first reported a position in JPM in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.53M in Q4 2025. 5,109 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

PFC Capital Group held 7,710 shares of JPMorgan Chase worth $2.52M as of Q2 2026.
PFC Capital Group sold 141 JPMorgan Chase shares in Q2 2026, an estimated $43.8K.
JPMorgan Chase made up 0.97% of PFC Capital Group's portfolio in Q2 2026, its #29 holding.
PFC Capital Group first reported a position in JPMorgan Chase in Q4 2023 and has held it in 11 quarters since.
PFC Capital Group's JPMorgan Chase position peaked at $2.53M in Q4 2025.
5,109 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on PFC Capital Group's 13F filing for Q2 2026, filed 6 Aug 2026.