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Platform Technology Partners’s JPMorgan Chase JPM Stock Holding History

Platform Technology Partners’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 		$9.99M Sell
30,506
-785
-3% -$244K 1.63% 10
2026
Q1 		$9.2M Buy
31,291
+2,189
+8% +$664K 1.77% 9
2025
Q4 		$9.38M Buy
29,102
+349
+1% +$108K 2% 8
2025
Q3 		$9.07M Buy
28,753
+508
+2% +$151K 2.17% 7
2025
Q2 		$8.19M Buy
28,245
+207
+0.7% +$52.8K 2.14% 8
2025
Q1 		$6.88M Buy
28,038
+880
+3% +$224K 2% 10
2024
Q4 		$6.51M Sell
27,158
-958
-3% -$223K 1.97% 9
2024
Q3 		$5.93M Sell
28,116
-441
-2% -$92.9K 1.86% 9
2024
Q2 		$5.78M Buy
+28,557
New +$5.58M 1.99% 7
2023
Q4 		$4.97M Buy
28,249
+953
+3% +$144K 1.93% 8
2023
Q3 		$3.96M Buy
27,296
+2,440
+10% +$366K 1.85% 7
2023
Q2 		$3.66M Sell
24,856
-430
-2% -$59.1K 1.72% 8
2023
Q1 		$3.3M Buy
25,286
+23
+0.1% +$3.15K 1.63% 8
2022
Q4 		$3.39M Sell
25,263
-378
-1% -$47.9K 1.75% 8
2022
Q3 		$2.68M Buy
25,641
+731
+3% +$83.9K 1.53% 11
2022
Q2 		$2.81M Buy
24,910
+641
+3% +$79.4K 1.53% 11
2022
Q1 		$3.31M Buy
24,269
+533
+2% +$78.7K 1.59% 8
2021
Q4 		$3.76M Buy
23,736
+226
+1% +$37.1K 1.65% 7
2021
Q3 		$3.85M Sell
23,510
-4,495
-16% -$705K 1.75% 8
2021
Q2 		$4.36M Buy
+28,005
New +$4.4M 1.79% 8
2020
Q4 		$4.24M Buy
33,330
+1,446
+5% +$162K 2.07% 5
2020
Q3 		$3.07M Buy
31,884
+477
+2% +$46.8K 1.88% 6
2020
Q2 		$2.95M Sell
31,407
-871
-3% -$82.6K 2.07% 6
2020
Q1 		$2.91M Buy
32,278
+10,966
+51% +$1.33M 2.65% 5
2019
Q4 		$2.97M Buy
+21,312
New +$2.73M 2.24% 7

Other funds holding JPM

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Platform Technology Partners's JPM Position: Q2 2026 in Review

Platform Technology Partners reduced its JPMorgan Chase (JPM) stake by 2.5% in Q2 2026, selling an estimated $244K and leaving 30,506 shares worth $9.99M. The position accounts for 1.63% of the portfolio, ranked #10.

Platform Technology Partners first reported a position in JPM in Q4 2019 and has held it in 25 quarters since. 3,032 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Platform Technology Partners held 30,506 shares of JPMorgan Chase worth $9.99M as of Q2 2026.
  • Platform Technology Partners sold 785 JPMorgan Chase shares in Q2 2026, an estimated $244K.
  • JPMorgan Chase made up 1.63% of Platform Technology Partners's portfolio in Q2 2026, its #10 holding.
  • Platform Technology Partners first reported a position in JPMorgan Chase in Q4 2019 and has held it in 25 quarters since.
  • 3,032 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Platform Technology Partners's 13F filing for Q2 2026, filed 24 Jul 2026.