Signal Tree Financial Partners’s JPMorgan Chase JPM Stock Holding History

Signal Tree Financial Partners’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	$289K	Hold	882	–	–	0.19%	39
2026 Q1	$259K	Sell	882 -138	-14%	-$41.9K	0.2%	39
2025 Q4	$329K	Sell	1,020 -53	-5%	-$16.4K	0.25%	34
2025 Q3	$333K	Hold	1,073	–	–	0.26%	34
2025 Q2	$311K	Sell	1,073 -33	-3%	-$8.42K	0.27%	33
2025 Q1	$271K	Buy	1,106 +80	+8%	+$20.4K	0.27%	35
2024 Q4	$246K	Buy	+1,026	New	+$239K	0.29%	39

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

Signal Tree Financial Partners's JPM Position: Q2 2026 in Review

Signal Tree Financial Partners held its JPMorgan Chase (JPM) position steady in Q2 2026 at 882 shares worth $289K. The position accounts for 0.19% of the portfolio, ranked #39.

Signal Tree Financial Partners first reported a position in JPM in Q4 2024 and has held it in 7 quarters since. The position peaked at $333K in Q3 2025. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Signal Tree Financial Partners held 882 shares of JPMorgan Chase worth $289K as of Q2 2026.
Signal Tree Financial Partners left its JPMorgan Chase share count unchanged in Q2 2026.
JPMorgan Chase made up 0.19% of Signal Tree Financial Partners's portfolio in Q2 2026, its #39 holding.
Signal Tree Financial Partners first reported a position in JPMorgan Chase in Q4 2024 and has held it in 7 quarters since.
Signal Tree Financial Partners's JPMorgan Chase position peaked at $333K in Q3 2025.
5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Signal Tree Financial Partners's 13F filing for Q2 2026, filed 14 Aug 2026.