Plum Street Advisors’s JPMorgan Chase JPM Stock Holding History

Plum Street Advisors’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	$828K	Buy	2,531 +100	+4%	+$31.1K	0.26%	57
2026 Q1	$715K	Buy	2,431 +9	+0.4%	+$2.73K	0.25%	61
2025 Q4	$780K	Sell	2,422 -16	-0.7%	-$4.95K	0.28%	58
2025 Q3	$769K	Sell	2,438 -84	-3%	-$25K	0.3%	56
2025 Q2	$731K	Buy	2,522 +89	+4%	+$22.7K	0.32%	54
2025 Q1	$597K	Hold	2,433	–	–	0.29%	56
2024 Q4	$583K	Buy	2,433 +186	+8%	+$43.3K	0.29%	57
2024 Q3	$474K	Buy	+2,247	New	+$473K	0.24%	61
2024 Q2	–	Sell	-2,247	Closed	-$474K	–	78
2024 Q1	$474K	Buy	+2,247	New	+$405K	0.24%	61

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Plum Street Advisors's JPM Position: Q2 2026 in Review

Plum Street Advisors increased its JPMorgan Chase (JPM) stake by 4.1% in Q2 2026, buying an estimated $31.1K and bringing the position to 2,531 shares worth $828K. The position accounts for 0.26% of the portfolio, ranked #57.

Plum Street Advisors first reported a position in JPM in Q1 2024 and has held it in 9 quarters since. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Plum Street Advisors held 2,531 shares of JPMorgan Chase worth $828K as of Q2 2026.
Plum Street Advisors bought 100 JPMorgan Chase shares in Q2 2026, an estimated $31.1K.
JPMorgan Chase made up 0.26% of Plum Street Advisors's portfolio in Q2 2026, its #57 holding.
Plum Street Advisors first reported a position in JPMorgan Chase in Q1 2024 and has held it in 9 quarters since.
5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Plum Street Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.