Runnymede Capital Advisors’s JPMorgan Chase JPM Stock Holding History

Runnymede Capital Advisors’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	$206K	Buy	+629	New	+$195K	0.12%	77
2026 Q1	–	Sell	-15,672	Closed	-$5.05M	–	99
2025 Q4	$5.05M	Buy	15,672 +15,028	+2,334%	+$4.65M	2.91%	9
2025 Q3	$203K	Buy	+644	New	+$192K	0.17%	69
2025 Q2	–	Sell	-653	Closed	-$160K	–	171
2025 Q1	$160K	Sell	653 -209	-24%	-$53.3K	0.15%	79
2024 Q4	$207K	Buy	+862	New	+$201K	0.18%	69

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

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Runnymede Capital Advisors's JPM Position: Q2 2026 in Review

Runnymede Capital Advisors opened a new position in JPMorgan Chase (JPM) in Q2 2026: 629 shares worth $206K. The stake represents 0.12% of the portfolio and ranks #77 among its holdings. This is a return to the name: Runnymede Capital Advisors previously reported a position in JPM as recently as Q4 2025.

Runnymede Capital Advisors first reported a position in JPM in Q4 2024 and has held it in 5 quarters since. The position peaked at $5.05M in Q4 2025. 1,418 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Runnymede Capital Advisors held 629 shares of JPMorgan Chase worth $206K as of Q2 2026.
JPMorgan Chase was a new Runnymede Capital Advisors position in Q2 2026.
JPMorgan Chase made up 0.12% of Runnymede Capital Advisors's portfolio in Q2 2026, its #77 holding.
Runnymede Capital Advisors first reported a position in JPMorgan Chase in Q4 2024 and has held it in 5 quarters since.
Runnymede Capital Advisors's JPMorgan Chase position peaked at $5.05M in Q4 2025.
1,418 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Runnymede Capital Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.