PCS
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Private Client Services’s JPMorgan Chase JPM Stock Holding History

Private Client Services’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 		$3.26M Sell
9,949
-164
-2% -$50.9K 0.85% 24
2026
Q1 		$2.97M Buy
10,113
+2,137
+27% +$649K 0.89% 29
2025
Q4 		$2.57M Sell
7,976
-161
-2% -$49.8K 0.8% 33
2025
Q3 		$2.57M Sell
8,137
-173
-2% -$51.5K 0.86% 34
2025
Q2 		$2.41M Buy
8,310
+1,419
+21% +$362K 0.94% 31
2025
Q1 		$1.69M Buy
6,891
+1,183
+21% +$302K 0.84% 34
2024
Q4 		$1.37M Buy
5,708
+91
+2% +$21.2K 0.74% 38
2024
Q3 		$1.18M Buy
5,617
+203
+4% +$42.8K 0.64% 43
2024
Q2 		$1.09M Sell
5,414
-84
-2% -$16.4K 0.69% 40
2024
Q1 		$1.1M Buy
5,498
+261
+5% +$47.1K 0.74% 43
2023
Q4 		$891K Buy
+5,237
New +$794K 0.73% 36

Other funds holding JPM

Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return