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Quartz Partners’s JPMorgan Chase JPM Stock Holding History

Quartz Partners’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 		$415K Buy
1,268
+86
+7% +$26.7K 0.14% 122
2026
Q1 		$348K Sell
1,182
-136
-10% -$41.3K 0.13% 118
2025
Q4 		$425K Sell
1,318
-318
-19% -$98.5K 0.16% 110
2025
Q3 		$516K Buy
1,636
+323
+25% +$96.1K 0.19% 109
2025
Q2 		$381K Buy
1,313
+183
+16% +$46.7K 0.17% 120
2025
Q1 		$277K Buy
1,130
+196
+21% +$50K 0.17% 117
2024
Q4 		$224K Buy
+934
New +$218K 0.14% 140

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

Quartz Partners's JPM Position: Q2 2026 in Review

Quartz Partners increased its JPMorgan Chase (JPM) stake by 7.3% in Q2 2026, buying an estimated $26.7K and bringing the position to 1,268 shares worth $415K. The position accounts for 0.14% of the portfolio, ranked #122.

Quartz Partners first reported a position in JPM in Q4 2024 and has held it in 7 quarters since. The position peaked at $516K in Q3 2025. 5,141 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Quartz Partners held 1,268 shares of JPMorgan Chase worth $415K as of Q2 2026.
  • Quartz Partners bought 86 JPMorgan Chase shares in Q2 2026, an estimated $26.7K.
  • JPMorgan Chase made up 0.14% of Quartz Partners's portfolio in Q2 2026, its #122 holding.
  • Quartz Partners first reported a position in JPMorgan Chase in Q4 2024 and has held it in 7 quarters since.
  • Quartz Partners's JPMorgan Chase position peaked at $516K in Q3 2025.
  • 5,141 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Quartz Partners's 13F filing for Q2 2026, filed 10 Aug 2026.