SignatureFD’s JPMorgan Chase JPM Stock Holding History

SignatureFD’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
2020 Q3	–	Sell	-41,000	Closed	-$4K	–	2680
2020 Q2	$4K	Buy	+41,000	New	+$3.89M	﹤0.01%	1886

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

SignatureFD's JPM Position: Q2 2026 in Review

SignatureFD increased its JPMorgan Chase (JPM) stake by 1.6% in Q2 2026, buying an estimated $427K and bringing the position to 85,250 shares worth $27.9M. The position accounts for 0.37% of the portfolio, ranked #32.

SignatureFD first reported a position in JPM in Q2 2013 and has held it in 53 quarters since. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

SignatureFD held 85,250 shares of JPMorgan Chase worth $27.9M as of Q2 2026.
SignatureFD bought 1,374 JPMorgan Chase shares in Q2 2026, an estimated $427K.
JPMorgan Chase made up 0.37% of SignatureFD's portfolio in Q2 2026, its #32 holding.
SignatureFD first reported a position in JPMorgan Chase in Q2 2013 and has held it in 53 quarters since.
5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on SignatureFD's 13F filing for Q2 2026, filed 24 Jul 2026.