Shuttleworth & Co’s JPMorgan Chase JPM Stock Holding History

Shuttleworth & Co’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	$3.46M	Buy	10,567 +6	+0.1%	+$1.86K	2.77%	8
2026 Q1	$3.11M	Buy	10,561 +111	+1%	+$33.7K	2.81%	7
2025 Q4	$3.37M	Sell	10,450 -148	-1%	-$45.8K	3.08%	5
2025 Q3	$3.34M	Buy	+10,598	New	+$3.15M	3.03%	4

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

Shuttleworth & Co's JPM Position: Q2 2026 in Review

Shuttleworth & Co increased its JPMorgan Chase (JPM) stake by 0.06% in Q2 2026, buying an estimated $1.86K and bringing the position to 10,567 shares worth $3.46M. The position accounts for 2.77% of the portfolio, ranked #8.

Shuttleworth & Co first reported a position in JPM in Q3 2025 and has held it in 4 quarters since. 5,125 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Shuttleworth & Co held 10,567 shares of JPMorgan Chase worth $3.46M as of Q2 2026.
Shuttleworth & Co bought 6 JPMorgan Chase shares in Q2 2026, an estimated $1.86K.
JPMorgan Chase made up 2.77% of Shuttleworth & Co's portfolio in Q2 2026, its #8 holding.
Shuttleworth & Co first reported a position in JPMorgan Chase in Q3 2025 and has held it in 4 quarters since.
5,125 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Shuttleworth & Co's 13F filing for Q2 2026, filed 5 Aug 2026.