Pine Haven Investment Counsel’s JPMorgan Chase JPM Stock Holding History

Pine Haven Investment Counsel’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	$1.2M	Hold	3,666	–	–	0.81%	36
2026 Q1	$1.08M	Hold	3,666	–	–	0.79%	37
2025 Q4	$1.18M	Sell	3,666 -150	-4%	-$46.4K	0.84%	33
2025 Q3	$1.2M	Sell	3,816 -70	-2%	-$20.8K	0.87%	31
2025 Q2	$1.13M	Sell	3,886 -146	-4%	-$37.3K	0.89%	32
2025 Q1	$989K	Sell	4,032 -40	-1%	-$10.2K	0.83%	33
2024 Q4	$976K	Sell	4,072 -255	-6%	-$59.4K	0.8%	38
2024 Q3	$912K	Sell	4,327 -30	-0.7%	-$6.32K	0.74%	38
2024 Q2	$881K	Hold	4,357	–	–	0.76%	36
2024 Q1	$873K	Hold	4,357	–	–	0.77%	37
2023 Q4	$741K	Sell	4,357 -277	-6%	-$42K	0.69%	44
2023 Q3	$672K	Sell	4,634 -375	-7%	-$56.2K	0.7%	43
2023 Q2	$729K	Buy	5,009 +1,698	+51%	+$234K	0.73%	41
2023 Q1	$431K	Hold	3,311	–	–	0.45%	56
2022 Q4	$444K	Buy	3,311 +100	+3%	+$12.7K	0.49%	56
2022 Q3	$336K	Hold	3,211	–	–	0.41%	64
2022 Q2	$362K	Sell	3,211 -100	-3%	-$12.4K	0.42%	66
2022 Q1	$451K	Buy	3,311 +100	+3%	+$14.8K	0.44%	60
2021 Q4	$508K	Buy	+3,211	New	+$527K	0.47%	59

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

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 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

Pine Haven Investment Counsel's JPM Position: Q2 2026 in Review

Pine Haven Investment Counsel held its JPMorgan Chase (JPM) position steady in Q2 2026 at 3,666 shares worth $1.2M. The position accounts for 0.81% of the portfolio, ranked #36.

Pine Haven Investment Counsel first reported a position in JPM in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.2M in Q3 2025. 1,772 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Pine Haven Investment Counsel held 3,666 shares of JPMorgan Chase worth $1.2M as of Q2 2026.
Pine Haven Investment Counsel left its JPMorgan Chase share count unchanged in Q2 2026.
JPMorgan Chase made up 0.81% of Pine Haven Investment Counsel's portfolio in Q2 2026, its #36 holding.
Pine Haven Investment Counsel first reported a position in JPMorgan Chase in Q4 2021 and has held it in 19 quarters since.
Pine Haven Investment Counsel's JPMorgan Chase position peaked at $1.2M in Q3 2025.
1,772 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Pine Haven Investment Counsel's 13F filing for Q2 2026, filed 8 Jul 2026.