Sharkey, Howes & Javer’s JPMorgan Chase JPM Stock Holding History

Sharkey, Howes & Javer’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	$409K	Hold	1,249	–	–	0.05%	126
2026 Q1	$367K	Sell	1,249 -536	-30%	-$163K	0.05%	125
2025 Q4	$575K	Hold	1,785	–	–	0.07%	112
2025 Q3	$563K	Buy	1,785 +34	+2%	+$10.1K	0.07%	109
2025 Q2	$508K	Sell	1,751 -124	-7%	-$31.6K	0.07%	110
2025 Q1	$460K	Sell	1,875 -175	-9%	-$44.6K	0.07%	108
2024 Q4	$491K	Buy	2,050 +90	+5%	+$21K	0.07%	105
2024 Q3	$413K	Buy	+1,960	New	+$413K	0.06%	104
2019 Q3	–	Sell	-460	Closed	-$51K	–	115
2019 Q2	$51K	Hold	460	–	–	0.02%	109
2019 Q1	$47K	Hold	460	–	–	0.02%	113
2018 Q4	$45K	Hold	460	–	–	0.03%	107
2018 Q3	$52K	Hold	460	–	–	0.03%	109
2018 Q2	$48K	Hold	460	–	–	0.03%	103
2018 Q1	$50K	Hold	460	–	–	0.03%	91
2017 Q4	$49K	Hold	460	–	–	0.03%	91
2017 Q3	$45K	Hold	460	–	–	0.02%	92
2017 Q2	$42K	Sell	460 -14	-3%	-$1.21K	0.02%	91
2017 Q1	$42K	Buy	474 +222	+88%	+$19.6K	0.02%	100
2016 Q4	$22K	Hold	252	–	–	0.01%	137
2016 Q3	$17K	Hold	252	–	–	0.01%	141
2016 Q2	$16K	Hold	252	–	–	0.01%	150
2016 Q1	$15K	Hold	252	–	–	0.01%	164
2015 Q4	$17K	Hold	252	–	–	0.01%	162
2015 Q3	$16K	Buy	+252	New	+$16.5K	0.01%	162

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

Sharkey, Howes & Javer's JPM Position: Q2 2026 in Review

Sharkey, Howes & Javer held its JPMorgan Chase (JPM) position steady in Q2 2026 at 1,249 shares worth $409K. The position accounts for 0.05% of the portfolio, ranked #126.

Sharkey, Howes & Javer first reported a position in JPM in Q3 2015 and has held it in 24 quarters since. The position peaked at $575K in Q4 2025. 5,125 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Sharkey, Howes & Javer held 1,249 shares of JPMorgan Chase worth $409K as of Q2 2026.
Sharkey, Howes & Javer left its JPMorgan Chase share count unchanged in Q2 2026.
JPMorgan Chase made up 0.05% of Sharkey, Howes & Javer's portfolio in Q2 2026, its #126 holding.
Sharkey, Howes & Javer first reported a position in JPMorgan Chase in Q3 2015 and has held it in 24 quarters since.
Sharkey, Howes & Javer's JPMorgan Chase position peaked at $575K in Q4 2025.
5,125 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Sharkey, Howes & Javer's 13F filing for Q2 2026, filed 9 Jul 2026.