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Severin Investments’s JPMorgan Chase JPM Stock Holding History

Severin Investments’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 		$1.46M Buy
4,446
+546
+14% +$170K 1.1% 17
2026
Q1 		$1.15M Sell
3,900
-757
-16% -$230K 0.98% 19
2025
Q4 		$1.5M Sell
4,657
-192
-4% -$59.4K 1.33% 9
2025
Q3 		$1.53M Sell
4,849
-401
-8% -$119K 1.36% 6
2025
Q2 		$1.52M Sell
5,250
-278
-5% -$70.9K 1.43% 6
2025
Q1 		$1.36M Sell
5,528
-1,339
-19% -$341K 1.36% 6
2024
Q4 		$1.65M Buy
+6,867
New +$1.6M 1.64% 4

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Severin Investments's JPM Position: Q2 2026 in Review

Severin Investments increased its JPMorgan Chase (JPM) stake by 14% in Q2 2026, buying an estimated $170K and bringing the position to 4,446 shares worth $1.46M. The position accounts for 1.1% of the portfolio, ranked #17.

Severin Investments first reported a position in JPM in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.65M in Q4 2024. 5,102 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Severin Investments held 4,446 shares of JPMorgan Chase worth $1.46M as of Q2 2026.
  • Severin Investments bought 546 JPMorgan Chase shares in Q2 2026, an estimated $170K.
  • JPMorgan Chase made up 1.1% of Severin Investments's portfolio in Q2 2026, its #17 holding.
  • Severin Investments first reported a position in JPMorgan Chase in Q4 2024 and has held it in 7 quarters since.
  • Severin Investments's JPMorgan Chase position peaked at $1.65M in Q4 2024.
  • 5,102 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Severin Investments's 13F filing for Q2 2026, filed 14 Aug 2026.