PPS&V Asset Management Consultants’s JPMorgan Chase JPM Stock Holding History

PPS&V Asset Management Consultants’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	$519K	Sell	1,585 -105	-6%	-$32.6K	0.28%	23
2026 Q1	$497K	Buy	1,690 +120	+8%	+$36.4K	0.3%	23
2025 Q4	$506K	Buy	1,570 +21	+1%	+$6.5K	0.29%	24
2025 Q3	$489K	Buy	1,549 +117	+8%	+$34.8K	0.28%	23
2025 Q2	$415K	Buy	1,432 +20	+1%	+$5.1K	0.26%	26
2025 Q1	$346K	Buy	1,412 +21	+2%	+$5.35K	0.25%	28
2024 Q4	$333K	Buy	1,391 +1	+0.1%	+$233	0.23%	30
2024 Q3	$293K	Buy	1,390 +1	+0.1%	+$211	0.2%	33
2024 Q2	$281K	Buy	1,389 +1	+0.1%	+$196	0.2%	33
2024 Q1	$278K	Buy	1,388 +4	+0.3%	+$722	0.2%	34
2023 Q4	$235K	Buy	1,384 +5	+0.4%	+$758	0.18%	36
2023 Q3	$200K	Buy	+1,379	New	+$207K	0.17%	37

Other funds holding JPM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MBI

Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

PPS&V Asset Management Consultants's JPM Position: Q2 2026 in Review

PPS&V Asset Management Consultants reduced its JPMorgan Chase (JPM) stake by 6.2% in Q2 2026, selling an estimated $32.6K and leaving 1,585 shares worth $519K. The position accounts for 0.28% of the portfolio, ranked #23.

PPS&V Asset Management Consultants first reported a position in JPM in Q3 2023 and has held it in 12 quarters since. 1,577 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

PPS&V Asset Management Consultants held 1,585 shares of JPMorgan Chase worth $519K as of Q2 2026.
PPS&V Asset Management Consultants sold 105 JPMorgan Chase shares in Q2 2026, an estimated $32.6K.
JPMorgan Chase made up 0.28% of PPS&V Asset Management Consultants's portfolio in Q2 2026, its #23 holding.
PPS&V Asset Management Consultants first reported a position in JPMorgan Chase in Q3 2023 and has held it in 12 quarters since.
1,577 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on PPS&V Asset Management Consultants's 13F filing for Q2 2026, filed 6 Jul 2026.