Sherman Asset Management’s JPMorgan Chase JPM Stock Holding History

Sherman Asset Management’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	$907K	Buy	2,770 +2,200	+386%	+$683K	0.7%	26
2026 Q1	$168K	Hold	570	–	–	0.15%	57
2025 Q4	$184K	Hold	570	–	–	0.16%	59
2025 Q3	$180K	Hold	570	–	–	0.16%	59
2025 Q2	$165K	Hold	570	–	–	0.15%	62
2025 Q1	$140K	Sell	570 -6	-1%	-$1.53K	0.13%	68
2024 Q4	$138K	Buy	+576	New	+$134K	0.13%	72

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 $3.38T AUM 44.17% 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

Sherman Asset Management's JPM Position: Q2 2026 in Review

Sherman Asset Management increased its JPMorgan Chase (JPM) stake by 386% in Q2 2026, buying an estimated $683K and bringing the position to 2,770 shares worth $907K. The position accounts for 0.7% of the portfolio, ranked #26.

Sherman Asset Management first reported a position in JPM in Q4 2024 and has held it in 7 quarters since. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Sherman Asset Management held 2,770 shares of JPMorgan Chase worth $907K as of Q2 2026.
Sherman Asset Management bought 2,200 JPMorgan Chase shares in Q2 2026, an estimated $683K.
JPMorgan Chase made up 0.7% of Sherman Asset Management's portfolio in Q2 2026, its #26 holding.
Sherman Asset Management first reported a position in JPMorgan Chase in Q4 2024 and has held it in 7 quarters since.
5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Sherman Asset Management's 13F filing for Q2 2026, filed 5 Aug 2026.