Putney Financial Group’s JPMorgan Chase JPM Stock Holding History

Putney Financial Group’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	$692K	Sell	2,114 -642	-23%	-$199K	0.62%	34
2026 Q1	$811K	Buy	2,756 +344	+14%	+$104K	0.82%	26
2025 Q4	$777K	Buy	2,412 +745	+45%	+$231K	0.73%	24
2025 Q3	$526K	Buy	1,667 +62	+4%	+$18.4K	0.52%	31
2025 Q2	$465K	Sell	1,605 -388	-19%	-$99K	0.47%	34
2025 Q1	$489K	Hold	1,993	–	–	0.51%	29
2024 Q4	$478K	Buy	+1,993	New	+$464K	0.43%	33

Other funds holding JPM

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

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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

ATO

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

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MBI

Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

Putney Financial Group's JPM Position: Q2 2026 in Review

Putney Financial Group reduced its JPMorgan Chase (JPM) stake by 23% in Q2 2026, selling an estimated $199K and leaving 2,114 shares worth $692K. The position accounts for 0.62% of the portfolio, ranked #34.

Putney Financial Group first reported a position in JPM in Q4 2024 and has held it in 7 quarters since. The position peaked at $811K in Q1 2026. 1,607 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Putney Financial Group held 2,114 shares of JPMorgan Chase worth $692K as of Q2 2026.
Putney Financial Group sold 642 JPMorgan Chase shares in Q2 2026, an estimated $199K.
JPMorgan Chase made up 0.62% of Putney Financial Group's portfolio in Q2 2026, its #34 holding.
Putney Financial Group first reported a position in JPMorgan Chase in Q4 2024 and has held it in 7 quarters since.
Putney Financial Group's JPMorgan Chase position peaked at $811K in Q1 2026.
1,607 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Putney Financial Group's 13F filing for Q2 2026, filed 21 Jul 2026.