Seven Post Investment Office’s JPMorgan Chase JPM Stock Holding History

Seven Post Investment Office’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	$366K	Buy	+1,117	New	+$347K	0.1%	35

Other funds holding JPM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Seven Post Investment Office's JPM Position: Q2 2026 in Review

Seven Post Investment Office opened a new position in JPMorgan Chase (JPM) in Q2 2026: 1,117 shares worth $366K. The stake represents 0.1% of the portfolio and ranks #35 among its holdings.

2,642 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Seven Post Investment Office held 1,117 shares of JPMorgan Chase worth $366K as of Q2 2026.
JPMorgan Chase was a new Seven Post Investment Office position in Q2 2026.
JPMorgan Chase made up 0.1% of Seven Post Investment Office's portfolio in Q2 2026, its #35 holding.
2,642 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Seven Post Investment Office's 13F filing for Q2 2026, filed 28 Jul 2026.