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Portfolio Design Labs’s JPMorgan Chase JPM Stock Holding History

Portfolio Design Labs’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 		$6.09M Sell
18,613
-2,827
-13% -$878K 1% 22
2026
Q1 		$6.31M Sell
21,440
-1,884
-8% -$572K 1.12% 19
2025
Q4 		$7.52M Buy
23,324
+540
+2% +$167K 1.24% 18
2025
Q3 		$7.19M Sell
22,784
-974
-4% -$290K 1.23% 18
2025
Q2 		$6.89M Buy
23,758
+6,387
+37% +$1.63M 1.35% 18
2025
Q1 		$4.26M Sell
17,371
-5,306
-23% -$1.35M 0.88% 31
2024
Q4 		$5.44M Buy
22,677
+4,481
+25% +$1.04M 1.12% 18
2024
Q3 		$3.84M Buy
18,196
+7,979
+78% +$1.68M 1.07% 20
2024
Q2 		$2.07M Sell
10,217
-592
-5% -$116K 0.64% 67
2024
Q1 		$2.17M Sell
10,809
-855
-7% -$154K 0.73% 59
2023
Q4 		$1.98M Buy
+11,664
New +$1.77M 0.75% 41

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

Portfolio Design Labs's JPM Position: Q2 2026 in Review

Portfolio Design Labs reduced its JPMorgan Chase (JPM) stake by 13% in Q2 2026, selling an estimated $878K and leaving 18,613 shares worth $6.09M. The position accounts for 1% of the portfolio, ranked #22.

Portfolio Design Labs first reported a position in JPM in Q4 2023 and has held it in 11 quarters since. The position peaked at $7.52M in Q4 2025. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Portfolio Design Labs held 18,613 shares of JPMorgan Chase worth $6.09M as of Q2 2026.
  • Portfolio Design Labs sold 2,827 JPMorgan Chase shares in Q2 2026, an estimated $878K.
  • JPMorgan Chase made up 1% of Portfolio Design Labs's portfolio in Q2 2026, its #22 holding.
  • Portfolio Design Labs first reported a position in JPMorgan Chase in Q4 2023 and has held it in 11 quarters since.
  • Portfolio Design Labs's JPMorgan Chase position peaked at $7.52M in Q4 2025.
  • 5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Portfolio Design Labs's 13F filing for Q2 2026, filed 11 Aug 2026.