POM Investment Strategies’s JPMorgan Chase JPM Stock Holding History

POM Investment Strategies’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	$33.8K	Sell	103 -3,985	-97%	-$1.24M	0.04%	108
2026 Q1	$1.2M	Buy	4,088 +3,992	+4,158%	+$1.21M	1.49%	12
2025 Q4	$31.1K	Buy	96 +20	+26%	+$6.19K	0.02%	88
2025 Q3	$24K	Buy	76 +52	+217%	+$15.5K	0.01%	79
2025 Q2	$6.96K	Sell	24 -40	-63%	-$10.2K	0.01%	91
2025 Q1	$15.7K	Sell	64 -1,889	-97%	-$482K	0.02%	85
2024 Q4	$468K	Hold	1,953	–	–	0.35%	23
2024 Q3	$412K	Sell	1,953 -71	-4%	-$15K	0.32%	24
2024 Q2	$409K	Buy	2,024 +134	+7%	+$26.2K	0.33%	22
2024 Q1	$379K	Hold	1,890	–	–	0.31%	25
2023 Q4	$321K	Buy	+1,890	New	+$286K	0.29%	26

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 $3.37T AUM 44.26% 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

POM Investment Strategies's JPM Position: Q2 2026 in Review

POM Investment Strategies reduced its JPMorgan Chase (JPM) stake by 97% in Q2 2026, selling an estimated $1.24M and leaving 103 shares worth $33.8K. The position accounts for 0.04% of the portfolio, ranked #108.

POM Investment Strategies first reported a position in JPM in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.2M in Q1 2026. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

POM Investment Strategies held 103 shares of JPMorgan Chase worth $33.8K as of Q2 2026.
POM Investment Strategies sold 3,985 JPMorgan Chase shares in Q2 2026, an estimated $1.24M.
JPMorgan Chase made up 0.04% of POM Investment Strategies's portfolio in Q2 2026, its #108 holding.
POM Investment Strategies first reported a position in JPMorgan Chase in Q4 2023 and has held it in 11 quarters since.
POM Investment Strategies's JPMorgan Chase position peaked at $1.2M in Q1 2026.
5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on POM Investment Strategies's 13F filing for Q2 2026, filed 31 Jul 2026.