Shaker Investments’s JPMorgan Chase JPM Stock Holding History

Shaker 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	$2.82M	Sell	8,630 -82	-0.9%	-$25.5K	1.02%	31
2026 Q1	$2.56M	Sell	8,712 -11,087	-56%	-$3.36M	1.17%	26
2025 Q4	$6.38M	Sell	19,799 -122	-0.6%	-$37.8K	2.65%	11
2025 Q3	$6.28M	Sell	19,921 -4	-0%	-$1.19K	2.51%	10
2025 Q2	$5.78M	Buy	19,925 +6,236	+46%	+$1.59M	2.36%	6
2025 Q1	$3.36M	Sell	13,689 -290	-2%	-$73.9K	1.62%	19
2024 Q4	$3.35M	Sell	13,979 -112	-0.8%	-$26.1K	1.4%	25
2024 Q3	$2.97M	Buy	+14,091	New	+$2.97M	1.24%	29
2022 Q2	–	Sell	-8,171	Closed	-$1.11M	–	94
2022 Q1	$1.11M	Buy	8,171 +133	+2%	+$19.6K	0.57%	51
2021 Q4	$1.27M	Sell	8,038 -72	-0.9%	-$11.8K	0.55%	53
2021 Q3	$1.33M	Buy	8,110 +29	+0.4%	+$4.55K	0.59%	50
2021 Q2	$1.26M	Buy	8,081 +2	+0%	+$314	0.58%	53
2021 Q1	$1.23M	Buy	+8,079	New	+$1.16M	0.6%	53

Other funds holding JPM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

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

Shaker Investments's JPM Position: Q2 2026 in Review

Shaker Investments reduced its JPMorgan Chase (JPM) stake by 0.94% in Q2 2026, selling an estimated $25.5K and leaving 8,630 shares worth $2.82M. The position accounts for 1.02% of the portfolio, ranked #31.

Shaker Investments first reported a position in JPM in Q1 2021 and has held it in 13 quarters since. The position peaked at $6.38M in Q4 2025. 2,568 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Shaker Investments held 8,630 shares of JPMorgan Chase worth $2.82M as of Q2 2026.
Shaker Investments sold 82 JPMorgan Chase shares in Q2 2026, an estimated $25.5K.
JPMorgan Chase made up 1.02% of Shaker Investments's portfolio in Q2 2026, its #31 holding.
Shaker Investments first reported a position in JPMorgan Chase in Q1 2021 and has held it in 13 quarters since.
Shaker Investments's JPMorgan Chase position peaked at $6.38M in Q4 2025.
2,568 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Shaker Investments's 13F filing for Q2 2026, filed 15 Jul 2026.