Pflug Koory’s JPMorgan Chase JPM Stock Holding History

Pflug Koory’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	$2.17M	Hold	6,617	–	–	0.87%	31
2026 Q1	$1.95M	Sell	6,617 -1	-0%	-$303	0.89%	33
2025 Q4	$2.13M	Sell	6,618 -80	-1%	-$24.8K	1%	24
2025 Q3	$2.11M	Sell	6,698 -35	-0.5%	-$10.4K	1%	24
2025 Q2	$1.95M	Buy	6,733 +1	+0%	+$255	0.99%	22
2025 Q1	$1.65M	Hold	6,732	–	–	0.92%	29
2024 Q4	$1.61M	Hold	6,732	–	–	0.82%	33
2024 Q3	$1.42M	Buy	+6,732	New	+$1.42M	0.7%	41
2024 Q1	$1.56M	Hold	7,777	–	–	0.77%	36
2023 Q4	$1.32M	Hold	7,777	–	–	0.7%	43
2023 Q3	$1.13M	Sell	7,777 -25	-0.3%	-$3.75K	0.65%	48
2023 Q2	$1.13M	Sell	7,802 -125	-2%	-$17.2K	0.58%	51
2023 Q1	$1.03M	Sell	7,927 -10	-0.1%	-$1.37K	0.56%	53
2022 Q4	$1.06M	Hold	7,937	–	–	0.59%	52
2022 Q3	$829K	Buy	7,937 +107	+1%	+$12.3K	0.5%	60
2022 Q2	$882K	Hold	7,830	–	–	0.51%	60
2022 Q1	$1.07M	Hold	7,830	–	–	0.54%	58
2021 Q4	$1.24M	Sell	7,830 -20	-0.3%	-$3.28K	0.63%	49
2021 Q3	$1.28M	Sell	7,850 -600	-7%	-$94.1K	0.7%	44
2021 Q2	$1.31M	Sell	8,450 -240	-3%	-$37.7K	0.69%	46
2021 Q1	$1.32M	Buy	8,690 +80	+0.9%	+$11.5K	0.73%	43
2020 Q4	$1.09M	Sell	8,610 -10	-0.1%	-$1.12K	0.65%	46
2020 Q3	$830K	Hold	8,620	–	–	0.56%	51
2020 Q2	$811K	Sell	8,620 -1,515	-15%	-$144K	0.6%	50
2020 Q1	$912K	Buy	10,135 +45	+0.4%	+$5.47K	0.81%	38
2019 Q4	$1.41M	Sell	10,090 -26	-0.3%	-$3.33K	0.99%	27
2019 Q3	$1.19M	Buy	10,116 +26	+0.3%	+$2.94K	0.9%	33
2019 Q2	$1.13M	Hold	10,090	–	–	0.86%	35
2019 Q1	$1.02M	Sell	10,090 -150	-1%	-$15.5K	0.8%	41
2018 Q4	$1M	Hold	10,240	–	–	0.85%	39
2018 Q3	$1.16M	Sell	10,240 -3,225	-24%	-$366K	0.93%	34
2018 Q2	$1.4M	Buy	13,465 +3,200	+31%	+$351K	1.11%	30
2018 Q1	$1.13M	Sell	10,265 -175	-2%	-$19.8K	0.93%	34
2017 Q4	$1.12M	Hold	10,440	–	–	0.88%	38
2017 Q3	$997K	Sell	10,440 -1,000	-9%	-$92.2K	0.82%	41
2017 Q2	$1.05M	Hold	11,440	–	–	0.88%	40
2017 Q1	$1M	Sell	11,440 -50	-0.4%	-$4.41K	0.88%	40
2016 Q4	$991	Buy	+11,490	New	+$876K	0.85%	36

Other funds holding JPM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MBI

Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 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

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Pflug Koory's JPM Position: Q2 2026 in Review

Pflug Koory held its JPMorgan Chase (JPM) position steady in Q2 2026 at 6,617 shares worth $2.17M. The position accounts for 0.87% of the portfolio, ranked #31.

Pflug Koory first reported a position in JPM in Q4 2016 and has held it in 38 quarters since. 1,241 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Pflug Koory held 6,617 shares of JPMorgan Chase worth $2.17M as of Q2 2026.
Pflug Koory left its JPMorgan Chase share count unchanged in Q2 2026.
JPMorgan Chase made up 0.87% of Pflug Koory's portfolio in Q2 2026, its #31 holding.
Pflug Koory first reported a position in JPMorgan Chase in Q4 2016 and has held it in 38 quarters since.
1,241 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Pflug Koory's 13F filing for Q2 2026, filed 21 Jul 2026.