Shelter Mutual Insurance’s JPMorgan Chase JPM Stock Holding History

Shelter Mutual Insurance’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	$9.49M	Hold	29,000	–	–	2.01%	22
2026 Q1	$8.53M	Hold	29,000	–	–	1.9%	26
2025 Q4	$9.34M	Hold	29,000	–	–	2.08%	21
2025 Q3	$9.15M	Hold	29,000	–	–	2.05%	23
2025 Q2	$8.41M	Hold	29,000	–	–	1.95%	23
2025 Q1	$7.11M	Hold	29,000	–	–	1.72%	28
2024 Q4	$6.95M	Hold	29,000	–	–	1.73%	29
2024 Q3	$6.86M	Hold	29,000	–	–	1.64%	30
2024 Q2	$5.87M	Hold	29,000	–	–	1.53%	30
2024 Q1	$5.81M	Hold	29,000	–	–	1.5%	30
2023 Q4	$4.93M	Hold	29,000	–	–	1.36%	36
2023 Q3	$4.21M	Hold	29,000	–	–	1.17%	38
2023 Q2	$4.22M	Hold	29,000	–	–	1.02%	41
2023 Q1	$3.78M	Hold	29,000	–	–	1.05%	35
2022 Q4	$3.89M	Hold	29,000	–	–	1.12%	34
2022 Q3	$3.03M	Hold	29,000	–	–	0.98%	36
2022 Q2	$3.27M	Hold	29,000	–	–	0.99%	36
2022 Q1	$3.95M	Hold	29,000	–	–	1.04%	35
2021 Q4	$4.59M	Hold	29,000	–	–	1.19%	34
2021 Q3	$4.75M	Hold	29,000	–	–	1.34%	34
2021 Q2	$4.51M	Hold	29,000	–	–	1.26%	35
2021 Q1	$4.42M	Hold	29,000	–	–	1.24%	34
2020 Q4	$3.69M	Buy	+29,000	New	+$3.24M	1.16%	32

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

Shelter Mutual Insurance's JPM Position: Q2 2026 in Review

Shelter Mutual Insurance held its JPMorgan Chase (JPM) position steady in Q2 2026 at 29,000 shares worth $9.49M. The position accounts for 2.01% of the portfolio, ranked #22.

Shelter Mutual Insurance first reported a position in JPM in Q4 2020 and has held it in 23 quarters since. 5,109 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Shelter Mutual Insurance held 29,000 shares of JPMorgan Chase worth $9.49M as of Q2 2026.
Shelter Mutual Insurance left its JPMorgan Chase share count unchanged in Q2 2026.
JPMorgan Chase made up 2.01% of Shelter Mutual Insurance's portfolio in Q2 2026, its #22 holding.
Shelter Mutual Insurance first reported a position in JPMorgan Chase in Q4 2020 and has held it in 23 quarters since.
5,109 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Shelter Mutual Insurance's 13F filing for Q2 2026, filed 11 Aug 2026.