Presidio Capital Management’s JPMorgan Chase JPM Stock Holding History

Presidio Capital Management’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	$838K	Sell	2,561 -71	-3%	-$22K	0.21%	33
2026 Q1	$774K	Buy	2,632 +70	+3%	+$21.2K	0.22%	34
2025 Q4	$826K	Buy	2,562 +79	+3%	+$24.5K	0.25%	32
2025 Q3	$783K	Sell	2,483 -1,076	-30%	-$320K	0.27%	29
2025 Q2	$1.03M	Buy	3,559 +1,105	+45%	+$282K	0.4%	24
2025 Q1	$602K	Sell	2,454 -138	-5%	-$35.2K	0.25%	31
2024 Q4	$621K	Buy	2,592 +161	+7%	+$37.5K	0.33%	32
2024 Q3	$513K	Sell	2,431 -68	-3%	-$14.3K	0.33%	35
2024 Q2	$505K	Buy	2,499 +420	+20%	+$82.1K	0.35%	32
2024 Q1	$416K	Buy	+2,079	New	+$375K	0.3%	28

Other funds holding JPM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

ATO

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

Presidio Capital Management's JPM Position: Q2 2026 in Review

Presidio Capital Management reduced its JPMorgan Chase (JPM) stake by 2.7% in Q2 2026, selling an estimated $22K and leaving 2,561 shares worth $838K. The position accounts for 0.21% of the portfolio, ranked #33.

Presidio Capital Management first reported a position in JPM in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.03M in Q2 2025. 2,417 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Presidio Capital Management held 2,561 shares of JPMorgan Chase worth $838K as of Q2 2026.
Presidio Capital Management sold 71 JPMorgan Chase shares in Q2 2026, an estimated $22K.
JPMorgan Chase made up 0.21% of Presidio Capital Management's portfolio in Q2 2026, its #33 holding.
Presidio Capital Management first reported a position in JPMorgan Chase in Q1 2024 and has held it in 10 quarters since.
Presidio Capital Management's JPMorgan Chase position peaked at $1.03M in Q2 2025.
2,417 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Presidio Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.