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Principal Street Partners’s JPMorgan Chase JPM Stock Holding History

Principal Street Partners’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 		$2.13M Sell
6,514
-44
-0.7% -$13.7K 0.31% 66
2026
Q1 		$1.93M Sell
6,558
-49
-0.7% -$14.9K 0.31% 67
2025
Q4 		$2.13M Sell
6,607
-708
-10% -$219K 0.36% 62
2025
Q3 		$2.31M Sell
7,315
-10,084
-58% -$3M 0.37% 62
2025
Q2 		$5.04M Buy
17,399
+10,272
+144% +$2.62M 0.49% 55
2025
Q1 		$1.75M Sell
7,127
-29,592
-81% -$7.54M 0.33% 61
2024
Q4 		$8.8M Sell
36,719
-4,385
-11% -$1.02M 1.73% 9
2024
Q3 		$8.59M Sell
41,104
-4,312
-9% -$908K 1.4% 10
2024
Q2 		$9.19M Sell
45,416
-403
-0.9% -$78.8K 1.65% 9
2024
Q1 		$9.16M Buy
45,819
+10,333
+29% +$1.86M 1.73% 8
2023
Q4 		$6.04M Sell
35,486
-4,098
-10% -$621K 1.46% 11
2023
Q3 		$5.74M Sell
39,584
-2,074
-5% -$311K 1.14% 13
2023
Q2 		$6.06M Sell
41,658
-1,832
-4% -$252K 1.44% 9
2023
Q1 		$5.67M Sell
43,490
-1,578
-4% -$216K 1.43% 19
2022
Q4 		$6.04M Sell
45,068
-650
-1% -$82.4K 1.52% 11
2022
Q3 		$4.78M Buy
45,718
+4,334
+10% +$497K 1.27% 28
2022
Q2 		$4.66M Buy
41,384
+8,045
+24% +$997K 1.21% 36
2022
Q1 		$4.54M Buy
33,339
+1,545
+5% +$228K 1.04% 46
2021
Q4 		$5.04M Sell
31,794
-481
-1% -$79K 1.21% 31
2021
Q3 		$5.28M Sell
32,275
-105
-0.3% -$16.5K 1.44% 14
2021
Q2 		$5.04M Sell
32,380
-57,691
-64% -$9.06M 1.33% 23
2021
Q1 		$13.7M Buy
90,071
+53,157
+144% +$7.65M 1.77% 18
2020
Q4 		$4.69M Sell
36,914
-3,914
-10% -$437K 1.44% 19
2020
Q3 		$3.93M Buy
40,828
+2,384
+6% +$234K 1.38% 35
2020
Q2 		$3.62M Buy
+38,444
New +$3.65M 1.35% 42

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

Principal Street Partners's JPM Position: Q2 2026 in Review

Principal Street Partners reduced its JPMorgan Chase (JPM) stake by 0.67% in Q2 2026, selling an estimated $13.7K and leaving 6,514 shares worth $2.13M. The position accounts for 0.31% of the portfolio, ranked #66.

Principal Street Partners first reported a position in JPM in Q2 2020 and has held it in 25 quarters since. The position peaked at $13.7M in Q1 2021. 5,145 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Principal Street Partners held 6,514 shares of JPMorgan Chase worth $2.13M as of Q2 2026.
  • Principal Street Partners sold 44 JPMorgan Chase shares in Q2 2026, an estimated $13.7K.
  • JPMorgan Chase made up 0.31% of Principal Street Partners's portfolio in Q2 2026, its #66 holding.
  • Principal Street Partners first reported a position in JPMorgan Chase in Q2 2020 and has held it in 25 quarters since.
  • Principal Street Partners's JPMorgan Chase position peaked at $13.7M in Q1 2021.
  • 5,145 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Principal Street Partners's 13F filing for Q2 2026, filed 14 Aug 2026.