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Piedmont Capital Management (Montana)’s JPMorgan Chase JPM Stock Holding History

Piedmont Capital Management (Montana)’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 		$787K Hold
2,357
– – 0.4% 33
2026
Q1 		$698K Hold
2,357
– – 0.36% 32
2025
Q4 		$759K Buy
2,357
+29
+1% +$8.98K 0.39% 32
2025
Q3 		$725K Hold
2,328
– – 0.38% 32
2025
Q2 		$675K Sell
2,328
-59
-2% -$15.1K 0.39% 32
2025
Q1 		$518K Sell
2,387
-9
-0.4% -$2.29K 0.37% 34
2024
Q4 		$577K Hold
2,396
– – 0.35% 36
2024
Q3 		$540K Sell
2,396
-226
-9% -$47.6K 0.33% 37
2024
Q2 		$521K Hold
2,622
– – 0.35% 34
2024
Q1 		$521K Sell
2,622
-515
-16% -$92.9K 0.35% 34
2023
Q4 		$534K Sell
3,137
-168
-5% -$25.5K 0.39% 32
2023
Q3 		$479K Sell
3,305
-220
-6% -$33K 0.38% 34
2023
Q2 		$513K Sell
3,525
-309
-8% -$42.5K 0.39% 33
2023
Q1 		$498K Buy
3,834
+324
+9% +$44.4K 0.4% 34
2022
Q4 		$471K Buy
3,510
+237
+7% +$30K 0.39% 32
2022
Q3 		$345K Buy
3,273
+241
+8% +$27.7K 0.31% 35
2022
Q2 		$341K Buy
3,032
+933
+44% +$116K 0.35% 33
2022
Q1 		$288K Sell
2,099
-711
-25% -$105K 0.22% 37
2021
Q4 		$445K Buy
2,810
+108
+4% +$17.7K 0.35% 31
2021
Q3 		$442K Sell
2,702
-161
-6% -$25.2K 0.35% 31
2021
Q2 		$448K Sell
2,863
-412
-13% -$64.7K 0.37% 30
2021
Q1 		$506K Buy
3,275
+142
+5% +$20.4K 0.47% 26
2020
Q4 		$398K Buy
+3,133
New +$350K 0.4% 28

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

Piedmont Capital Management (Montana)'s JPM Position: Q2 2026 in Review

Piedmont Capital Management (Montana) held its JPMorgan Chase (JPM) position steady in Q2 2026 at 2,357 shares worth $787K. The position accounts for 0.4% of the portfolio, ranked #33.

Piedmont Capital Management (Montana) first reported a position in JPM in Q4 2020 and has held it in 23 quarters since. 5,102 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Piedmont Capital Management (Montana) held 2,357 shares of JPMorgan Chase worth $787K as of Q2 2026.
  • Piedmont Capital Management (Montana) left its JPMorgan Chase share count unchanged in Q2 2026.
  • JPMorgan Chase made up 0.4% of Piedmont Capital Management (Montana)'s portfolio in Q2 2026, its #33 holding.
  • Piedmont Capital Management (Montana) first reported a position in JPMorgan Chase in Q4 2020 and has held it in 23 quarters since.
  • 5,102 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Piedmont Capital Management (Montana)'s 13F filing for Q2 2026, filed 13 Aug 2026.