PMG Family Office’s JPMorgan Chase JPM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$475K Buy
1,451
+243
+20% +$75.5K 0.44% 74
2026
Q1
$355K Buy
1,208
+21
+2% +$6.37K 0.4% 77
2025
Q4
$382K Hold
1,187
0.44% 74
2025
Q3
$374K Buy
+1,187
New +$353K 0.42% 75

Other funds holding JPM

PMG Family Office's JPM Position: Q2 2026 in Review

PMG Family Office increased its JPMorgan Chase (JPM) stake by 20% in Q2 2026, buying an estimated $75.5K and bringing the position to 1,451 shares worth $475K. The position accounts for 0.44% of the portfolio, ranked #74.

PMG Family Office first reported a position in JPM in Q3 2025 and has held it in 4 quarters since. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • PMG Family Office held 1,451 shares of JPMorgan Chase worth $475K as of Q2 2026.
  • PMG Family Office bought 243 JPMorgan Chase shares in Q2 2026, an estimated $75.5K.
  • JPMorgan Chase made up 0.44% of PMG Family Office's portfolio in Q2 2026, its #74 holding.
  • PMG Family Office first reported a position in JPMorgan Chase in Q3 2025 and has held it in 4 quarters since.
  • 5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on PMG Family Office's 13F filing for Q2 2026, filed 16 Jul 2026.