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Reliant Investment Management’s JPMorgan Chase JPM Stock Holding History

Reliant 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 		$290K Hold
887
– – 0.1% 46
2026
Q1 		$261K Sell
887
-94
-10% -$28.5K 0.13% 44
2025
Q4 		$316K Buy
981
+70
+8% +$21.7K 0.13% 45
2025
Q3 		$287K Hold
911
– – 0.11% 49
2025
Q2 		$264K Sell
911
-157
-15% -$40.1K 0.11% 51
2025
Q1 		$262K Buy
1,068
+157
+17% +$40K 0.14% 47
2024
Q4 		$218K Buy
+911
New +$212K 0.1% 56
2022
Q1 		– Sell
-30,285
Closed -$4.8M – 67
2021
Q4 		$4.8M Buy
30,285
+980
+3% +$161K 1.97% 24
2021
Q3 		$4.8M Sell
29,305
-85
-0.3% -$13.3K 2.39% 19
2021
Q2 		$4.57M Sell
29,390
-275
-0.9% -$43.2K 2.1% 21
2021
Q1 		$4.52M Buy
29,665
+1,345
+5% +$194K 2.21% 22
2020
Q4 		$3.6M Sell
28,320
-720
-2% -$80.5K 1.92% 29
2020
Q3 		$2.8M Buy
29,040
+2,480
+9% +$244K 1.8% 31
2020
Q2 		$2.5M Sell
26,560
-2,160
-8% -$205K 1.82% 33
2020
Q1 		$2.59M Buy
28,720
+4,435
+18% +$539K 2.59% 22
2019
Q4 		$3.38M Sell
24,285
-150
-0.6% -$19.2K 2.38% 24
2019
Q3 		$2.88M Buy
+24,435
New +$2.76M 2.28% 27

Other funds holding JPM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

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

Reliant Investment Management held its JPMorgan Chase (JPM) position steady in Q2 2026 at 887 shares worth $290K. The position accounts for 0.1% of the portfolio, ranked #46.

Reliant Investment Management first reported a position in JPM in Q3 2019 and has held it in 17 quarters since. The position peaked at $4.8M in Q3 2021. 2,568 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Reliant Investment Management held 887 shares of JPMorgan Chase worth $290K as of Q2 2026.
  • Reliant Investment Management left its JPMorgan Chase share count unchanged in Q2 2026.
  • JPMorgan Chase made up 0.1% of Reliant Investment Management's portfolio in Q2 2026, its #46 holding.
  • Reliant Investment Management first reported a position in JPMorgan Chase in Q3 2019 and has held it in 17 quarters since.
  • Reliant Investment Management's JPMorgan Chase position peaked at $4.8M in Q3 2021.
  • 2,568 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Reliant Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.