PMIM
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Prudent Man Investment Management’s JPMorgan Chase JPM Stock Holding History

Prudent Man Investment 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 		$62.5K Hold
194
– – 0.02% 52
2026
Q1 		$62.5K Hold
194
– – 0.02% 52
2025
Q4 		$62.5K Buy
194
+16
+9% +$4.95K 0.02% 52
2025
Q3 		$42.7K Hold
178
– – 0.02% 51
2025
Q2 		$42.7K Hold
178
– – 0.02% 51
2025
Q1 		$42.7K Hold
178
– – 0.02% 51
2024
Q4 		$42.7K Buy
+178
New +$41.5K 0.02% 51

Other funds holding JPM

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Prudent Man Investment Management's JPM Position: Q2 2026 in Review

Prudent Man Investment Management held its JPMorgan Chase (JPM) position steady in Q2 2026 at 194 shares worth $62.5K. The position accounts for 0.02% of the portfolio, ranked #52.

Prudent Man Investment Management first reported a position in JPM in Q4 2024 and has held it in 7 quarters since. 2,710 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Prudent Man Investment Management held 194 shares of JPMorgan Chase worth $62.5K as of Q2 2026.
  • Prudent Man Investment Management left its JPMorgan Chase share count unchanged in Q2 2026.
  • JPMorgan Chase made up 0.02% of Prudent Man Investment Management's portfolio in Q2 2026, its #52 holding.
  • Prudent Man Investment Management first reported a position in JPMorgan Chase in Q4 2024 and has held it in 7 quarters since.
  • 2,710 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Prudent Man Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.