Shikiar Asset Management’s JPMorgan Chase JPM Stock Holding History

Shikiar 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	$834K	Hold	2,549	–	–	0.21%	64
2026 Q1	$750K	Sell	2,549 -500	-16%	-$152K	0.22%	60
2025 Q4	$982K	Hold	3,049	–	–	0.24%	56
2025 Q3	$962K	Buy	3,049 +158	+5%	+$47K	0.24%	59
2025 Q2	$838K	Buy	2,891 +500	+21%	+$128K	0.23%	57
2025 Q1	$587K	Sell	2,391 -750	-24%	-$191K	0.18%	55
2024 Q4	$753K	Hold	3,141	–	–	0.2%	55
2024 Q3	$662K	Hold	3,141	–	–	0.17%	55
2024 Q2	$635K	Buy	3,141 +151	+5%	+$29.5K	0.17%	49
2024 Q1	$599K	Buy	2,990 +950	+47%	+$171K	0.17%	50
2023 Q4	$347K	Sell	2,040 -23	-1%	-$3.49K	0.11%	59
2023 Q3	$299K	Hold	2,063	–	–	0.1%	65
2023 Q2	$300K	Buy	2,063 +73	+4%	+$10K	0.1%	63
2023 Q1	$259K	Buy	+1,990	New	+$273K	0.09%	66
2022 Q3	–	Sell	-1,820	Closed	-$205K	–	88
2022 Q2	$205K	Sell	1,820 -250	-12%	-$31K	0.08%	85
2022 Q1	$282K	Hold	2,070	–	–	0.08%	85
2021 Q4	$328K	Hold	2,070	–	–	0.08%	81
2021 Q3	$339K	Hold	2,070	–	–	0.1%	78
2021 Q2	$322K	Hold	2,070	–	–	0.09%	78
2021 Q1	$315K	Hold	2,070	–	–	0.11%	71
2020 Q4	$263K	Buy	+2,070	New	+$231K	0.09%	72
2020 Q1	–	Sell	-1,900	Closed	-$265K	–	92
2019 Q4	$265K	Buy	+1,900	New	+$244K	0.09%	81
2014 Q3	–	Sell	-7,600	Closed	-$438K	–	109
2014 Q2	$438K	Sell	7,600 -8,500	-53%	-$478K	0.18%	83
2014 Q1	$977K	Sell	16,100 -4,200	-21%	-$243K	0.43%	56
2013 Q4	$1.19M	Hold	20,300	–	–	0.52%	49
2013 Q3	$1.05M	Sell	20,300 -300	-1%	-$16.1K	0.52%	53
2013 Q2	$1.09M	Buy	+20,600	New	+$1.05M	0.54%	49

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

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

Shikiar Asset Management held its JPMorgan Chase (JPM) position steady in Q2 2026 at 2,549 shares worth $834K. The position accounts for 0.21% of the portfolio, ranked #64.

Shikiar Asset Management first reported a position in JPM in Q2 2013 and has held it in 27 quarters since. The position peaked at $1.19M in Q4 2013. 2,568 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Shikiar Asset Management held 2,549 shares of JPMorgan Chase worth $834K as of Q2 2026.
Shikiar Asset Management left its JPMorgan Chase share count unchanged in Q2 2026.
JPMorgan Chase made up 0.21% of Shikiar Asset Management's portfolio in Q2 2026, its #64 holding.
Shikiar Asset Management first reported a position in JPMorgan Chase in Q2 2013 and has held it in 27 quarters since.
Shikiar Asset Management's JPMorgan Chase position peaked at $1.19M in Q4 2013.
2,568 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Shikiar Asset Management's 13F filing for Q2 2026, filed 21 Jul 2026.