Rebalance’s JPMorgan Chase JPM Stock Holding History

Rebalance’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	$424K	Buy	1,296 +61	+5%	+$18.9K	0.02%	82
2026 Q1	$363K	Sell	1,235 -548	-31%	-$166K	0.02%	85
2025 Q4	$575K	Buy	1,783 +27	+2%	+$8.36K	0.03%	73
2025 Q3	$554K	Sell	1,756 -119	-6%	-$35.4K	0.03%	75
2025 Q2	$544K	Sell	1,875 -65	-3%	-$16.6K	0.04%	72
2025 Q1	$476K	Buy	1,940 +413	+27%	+$105K	0.04%	74
2024 Q4	$366K	Hold	1,527	–	–	0.03%	84
2024 Q3	$322K	Sell	1,527 -123	-7%	-$25.9K	0.02%	83
2024 Q2	$334K	Hold	1,650	–	–	0.03%	73
2024 Q1	$330K	Hold	1,650	–	–	0.03%	75
2023 Q4	$281K	Hold	1,650	–	–	0.02%	77
2023 Q3	$239K	Hold	1,650	–	–	0.02%	72
2023 Q2	$240K	Hold	1,650	–	–	0.02%	72
2023 Q1	$215K	Hold	1,650	–	–	0.02%	73
2022 Q4	$221K	Buy	+1,650	New	+$209K	0.02%	75

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Rebalance's JPM Position: Q2 2026 in Review

Rebalance increased its JPMorgan Chase (JPM) stake by 4.9% in Q2 2026, buying an estimated $18.9K and bringing the position to 1,296 shares worth $424K. The position accounts for 0.02% of the portfolio, ranked #82.

Rebalance first reported a position in JPM in Q4 2022 and has held it in 15 quarters since. The position peaked at $575K in Q4 2025. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Rebalance held 1,296 shares of JPMorgan Chase worth $424K as of Q2 2026.
Rebalance bought 61 JPMorgan Chase shares in Q2 2026, an estimated $18.9K.
JPMorgan Chase made up 0.02% of Rebalance's portfolio in Q2 2026, its #82 holding.
Rebalance first reported a position in JPMorgan Chase in Q4 2022 and has held it in 15 quarters since.
Rebalance's JPMorgan Chase position peaked at $575K in Q4 2025.
5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Rebalance's 13F filing for Q2 2026, filed 16 Jul 2026.