PIM
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Plato Investment Management’s JPMorgan Chase JPM Stock Holding History

Plato Investment Management’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 		$20.3M Buy
62,447
+1,036
+2% +$322K 1.16% 13
2026
Q1 		$18.1M Buy
61,411
+1,101
+2% +$334K 1.21% 11
2025
Q4 		$19.5M Buy
60,310
+870
+1% +$269K 1.28% 11
2025
Q3 		$18.6M Buy
59,440
+886
+2% +$264K 1.26% 10
2025
Q2 		$16.9M Buy
58,554
+1,391
+2% +$355K 1.27% 10
2025
Q1 		$14.2M Sell
57,163
-1,444
-2% -$368K 1.19% 10
2024
Q4 		$14.1M Buy
58,607
+2,123
+4% +$494K 1.04% 10
2024
Q3 		$11.9M Buy
56,484
+325
+0.6% +$68.5K 0.97% 13
2024
Q2 		$11.4M Buy
56,159
+2,776
+5% +$543K 1.06% 11
2024
Q1 		$10.7M Buy
53,383
+49,313
+1,212% +$8.9M 1.11% 11
2023
Q4 		$692K Buy
+4,070
New +$617K 0.85% 22

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

Plato Investment Management's JPM Position: Q2 2026 in Review

Plato Investment Management increased its JPMorgan Chase (JPM) stake by 1.7% in Q2 2026, buying an estimated $322K and bringing the position to 62,447 shares worth $20.3M. The position accounts for 1.16% of the portfolio, ranked #13.

Plato Investment Management first reported a position in JPM in Q4 2023 and has held it in 11 quarters since. 5,141 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Plato Investment Management held 62,447 shares of JPMorgan Chase worth $20.3M as of Q2 2026.
  • Plato Investment Management bought 1,036 JPMorgan Chase shares in Q2 2026, an estimated $322K.
  • JPMorgan Chase made up 1.16% of Plato Investment Management's portfolio in Q2 2026, its #13 holding.
  • Plato Investment Management first reported a position in JPMorgan Chase in Q4 2023 and has held it in 11 quarters since.
  • 5,141 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Plato Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.