QCIG
JPM icon

Quad-Cities Investment Group’s JPMorgan Chase JPM Stock Holding History

Quad-Cities Investment 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 		$719K Sell
2,196
-15
-0.7% -$4.66K 0.26% 86
2026
Q1 		$650K Buy
2,211
+1,044
+89% +$317K 0.26% 89
2025
Q4 		$376K Sell
1,167
-3
-0.3% -$929 0.16% 134
2025
Q3 		$369K Sell
1,170
-15
-1% -$4.46K 0.16% 126
2025
Q2 		$343K Sell
1,185
-11
-0.9% -$2.81K 0.16% 125
2025
Q1 		$293K Sell
1,196
-19
-2% -$4.84K 0.14% 134
2024
Q4 		$291K Buy
1,215
+1
+0.1% +$233 0.14% 137
2024
Q3 		$256K Sell
1,214
-165
-12% -$34.8K 0.13% 147
2024
Q2 		$279K Buy
1,379
+1
+0.1% +$196 0.15% 135
2024
Q1 		$276K Sell
1,378
-106
-7% -$19.1K 0.16% 134
2023
Q4 		$255K Buy
1,484
+21
+1% +$3.18K 0.16% 139
2023
Q3 		$212K Buy
1,463
+29
+2% +$4.35K 0.14% 156
2023
Q2 		$209K Buy
+1,434
New +$197K 0.14% 161
2023
Q1 		– Sell
-1,500
Closed -$201K – 177
2022
Q4 		$201K Buy
+1,500
New +$190K 0.15% 157
2019
Q4 		– Sell
-1,000
Closed -$118K – 446
2019
Q3 		$118K Sell
1,000
-199
-17% -$22.5K 0.1% 200
2019
Q2 		$135K Buy
1,199
+186
+18% +$20.5K 0.12% 183
2019
Q1 		$103K Buy
1,013
+1
+0.1% +$103 0.09% 217
2018
Q4 		$99K Buy
1,012
+4
+0.4% +$426 0.1% 203
2018
Q3 		$115K Sell
1,008
-172
-15% -$19.5K 0.1% 200
2018
Q2 		$124K Buy
+1,180
New +$129K 0.12% 183

Other funds holding JPM

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Quad-Cities Investment Group's JPM Position: Q2 2026 in Review

Quad-Cities Investment Group reduced its JPMorgan Chase (JPM) stake by 0.68% in Q2 2026, selling an estimated $4.66K and leaving 2,196 shares worth $719K. The position accounts for 0.26% of the portfolio, ranked #86.

Quad-Cities Investment Group first reported a position in JPM in Q2 2018 and has held it in 20 quarters since. 3,032 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Quad-Cities Investment Group held 2,196 shares of JPMorgan Chase worth $719K as of Q2 2026.
  • Quad-Cities Investment Group sold 15 JPMorgan Chase shares in Q2 2026, an estimated $4.66K.
  • JPMorgan Chase made up 0.26% of Quad-Cities Investment Group's portfolio in Q2 2026, its #86 holding.
  • Quad-Cities Investment Group first reported a position in JPMorgan Chase in Q2 2018 and has held it in 20 quarters since.
  • 3,032 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Quad-Cities Investment Group's 13F filing for Q2 2026, filed 7 Jul 2026.