PIM
JPM icon

Pullen Investment Management’s JPMorgan Chase JPM Stock Holding History

Pullen 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 		$1.02M Buy
3,115
+12
+0.4% +$3.73K 0.47% 75
2026
Q1 		$913K Sell
3,103
-9
-0.3% -$2.73K 0.46% 77
2025
Q4 		$1M Sell
3,112
-34
-1% -$10.5K 0.53% 72
2025
Q3 		$992K Buy
3,146
+2
+0.1% +$595 0.54% 68
2025
Q2 		$911K Sell
3,144
-19
-0.6% -$4.85K 0.55% 70
2025
Q1 		$776K Buy
3,163
+106
+3% +$27K 0.49% 78
2024
Q4 		$733K Buy
3,057
+144
+5% +$33.5K 0.48% 75
2024
Q3 		$614K Sell
2,913
-67
-2% -$14.1K 0.45% 73
2024
Q2 		$603K Buy
2,980
+186
+7% +$36.4K 0.5% 68
2024
Q1 		$560K Buy
+2,794
New +$504K 0.47% 68

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

Pullen Investment Management's JPM Position: Q2 2026 in Review

Pullen Investment Management increased its JPMorgan Chase (JPM) stake by 0.39% in Q2 2026, buying an estimated $3.73K and bringing the position to 3,115 shares worth $1.02M. The position accounts for 0.47% of the portfolio, ranked #75.

Pullen Investment Management first reported a position in JPM in Q1 2024 and has held it in 10 quarters since. 5,144 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Pullen Investment Management held 3,115 shares of JPMorgan Chase worth $1.02M as of Q2 2026.
  • Pullen Investment Management bought 12 JPMorgan Chase shares in Q2 2026, an estimated $3.73K.
  • JPMorgan Chase made up 0.47% of Pullen Investment Management's portfolio in Q2 2026, its #75 holding.
  • Pullen Investment Management first reported a position in JPMorgan Chase in Q1 2024 and has held it in 10 quarters since.
  • 5,144 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Pullen Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.