S&G Foundation’s JPMorgan Chase JPM Stock Holding History

S&G Foundation’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	$857M	Hold	2,617,548	–	–	39.94%	1
2026 Q1	$770M	Buy	+2,617,548	New	+$794M	40.87%	1

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

S&G Foundation's JPM Position: Q2 2026 in Review

S&G Foundation held its JPMorgan Chase (JPM) position steady in Q2 2026 at 2,617,548 shares worth $857M. The position accounts for 39.94% of the portfolio, ranked #1.

S&G Foundation first reported a position in JPM in Q1 2026 and has held it in 2 quarters since. 5,101 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

S&G Foundation held 2,617,548 shares of JPMorgan Chase worth $857M as of Q2 2026.
S&G Foundation left its JPMorgan Chase share count unchanged in Q2 2026.
JPMorgan Chase made up 39.94% of S&G Foundation's portfolio in Q2 2026, its #1 holding.
S&G Foundation first reported a position in JPMorgan Chase in Q1 2026 and has held it in 2 quarters since.
5,101 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on S&G Foundation's 13F filing for Q2 2026, filed 12 Aug 2026.