SSA
JPM icon

Shepherd Street Advisors’s JPMorgan Chase JPM Stock Holding History

Shepherd Street Advisors’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 		$2.36M Hold
6,815
– – 2.07% 12
2026
Q1 		$2M Buy
6,815
+72
+1% +$21.9K 1.98% 14
2025
Q4 		$2.17M Buy
+6,743
New +$2.09M 2.08% 13

Other funds holding JPM

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Shepherd Street Advisors's JPM Position: Q2 2026 in Review

Shepherd Street Advisors held its JPMorgan Chase (JPM) position steady in Q2 2026 at 6,815 shares worth $2.36M. The position accounts for 2.07% of the portfolio, ranked #12.

Shepherd Street Advisors first reported a position in JPM in Q4 2025 and has held it in 3 quarters since. 3,239 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Shepherd Street Advisors held 6,815 shares of JPMorgan Chase worth $2.36M as of Q2 2026.
  • Shepherd Street Advisors left its JPMorgan Chase share count unchanged in Q2 2026.
  • JPMorgan Chase made up 2.07% of Shepherd Street Advisors's portfolio in Q2 2026, its #12 holding.
  • Shepherd Street Advisors first reported a position in JPMorgan Chase in Q4 2025 and has held it in 3 quarters since.
  • 3,239 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Shepherd Street Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.