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Shum Financial Group’s JPMorgan Chase JPM Stock Holding History

Shum Financial Group’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 		$3.38M Sell
10,337
-50
-0.5% -$15.5K 2.04% 15
2026
Q1 		$3.06M Sell
10,387
-66
-0.6% -$20K 2.16% 12
2025
Q4 		$3.37M Sell
10,453
-88
-0.8% -$27.2K 2.43% 12
2025
Q3 		$3.33M Buy
+10,541
New +$3.14M 2.48% 10
2025
Q1 		$2.68M Buy
10,919
+13
+0.1% +$3.31K 2.32% 10
2024
Q4 		$2.61M Sell
10,906
-351
-3% -$81.8K 2.26% 11
2024
Q3 		$2.49M Buy
+11,257
New +$2.37M 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

Shum Financial Group's JPM Position: Q2 2026 in Review

Shum Financial Group reduced its JPMorgan Chase (JPM) stake by 0.48% in Q2 2026, selling an estimated $15.5K and leaving 10,337 shares worth $3.38M. The position accounts for 2.04% of the portfolio, ranked #15.

Shum Financial Group first reported a position in JPM in Q3 2024 and has held it in 7 quarters since. 3,233 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Shum Financial Group held 10,337 shares of JPMorgan Chase worth $3.38M as of Q2 2026.
  • Shum Financial Group sold 50 JPMorgan Chase shares in Q2 2026, an estimated $15.5K.
  • JPMorgan Chase made up 2.04% of Shum Financial Group's portfolio in Q2 2026, its #15 holding.
  • Shum Financial Group first reported a position in JPMorgan Chase in Q3 2024 and has held it in 7 quarters since.
  • 3,233 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Shum Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.