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Signet Investment Advisory Group’s JPMorgan Chase JPM Stock Holding History

Signet Investment Advisory 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 		$6.84M Sell
20,910
-169
-0.8% -$52.5K 3.01% 9
2026
Q1 		$6.2M Buy
21,079
+31
+0.1% +$9.41K 2.84% 11
2025
Q4 		$6.78M Sell
21,048
-1,584
-7% -$490K 3.15% 8
2025
Q3 		$7.14M Sell
22,632
-695
-3% -$207K 3.43% 6
2025
Q2 		$6.76M Sell
23,327
-101
-0.4% -$25.8K 3.47% 5
2025
Q1 		$5.75M Sell
23,428
-2,053
-8% -$523K 2.9% 9
2024
Q4 		$6.11M Buy
25,481
+86
+0.3% +$20K 3.12% 8
2024
Q3 		$5.35M Buy
25,395
+190
+0.8% +$40K 2.68% 9
2024
Q2 		$5.1M Buy
25,205
+176
+0.7% +$34.4K 2.73% 9
2024
Q1 		$5.01M Buy
25,029
+401
+2% +$72.4K 2.74% 10
2023
Q4 		$4.19M Buy
24,628
+196
+0.8% +$29.7K 2.52% 11
2023
Q3 		$3.54M Buy
24,432
+792
+3% +$119K 2.35% 12
2023
Q2 		$3.44M Buy
23,640
+149
+0.6% +$20.5K 2.27% 14
2023
Q1 		$3.06M Sell
23,491
-4,940
-17% -$677K 2.11% 14
2022
Q4 		$3.81M Buy
28,431
+312
+1% +$39.5K 2.69% 10
2022
Q3 		$2.94M Buy
28,119
+716
+3% +$82.2K 2.28% 11
2022
Q2 		$3.09M Buy
27,403
+869
+3% +$108K 2.14% 12
2022
Q1 		$3.62M Buy
26,534
+75
+0.3% +$11.1K 2.17% 12
2021
Q4 		$4.19M Buy
26,459
+462
+2% +$75.9K 2.38% 8
2021
Q3 		$4.25M Buy
25,997
+1,175
+5% +$184K 2.68% 6
2021
Q2 		$3.86M Buy
24,822
+1,786
+8% +$281K 2.49% 7
2021
Q1 		$3.51M Buy
23,036
+356
+2% +$51.2K 2.72% 9
2020
Q4 		$2.88M Buy
+22,680
New +$2.54M 2.28% 12
2019
Q4 		$3.7M Buy
26,519
+501
+2% +$64.3K 3.43% 6
2019
Q3 		$3.06M Buy
26,018
+178
+0.7% +$20.1K 3.11% 6
2019
Q2 		$2.89M Sell
25,840
-65
-0.3% -$7.17K 3.01% 6
2019
Q1 		$2.62M Sell
25,905
-455
-2% -$46.9K 2.79% 12
2018
Q4 		$2.57M Buy
+26,360
New +$2.81M 2.89% 8

Other funds holding JPM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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

Signet Investment Advisory Group's JPM Position: Q2 2026 in Review

Signet Investment Advisory Group reduced its JPMorgan Chase (JPM) stake by 0.8% in Q2 2026, selling an estimated $52.5K and leaving 20,910 shares worth $6.84M. The position accounts for 3.01% of the portfolio, ranked #9.

Signet Investment Advisory Group first reported a position in JPM in Q4 2018 and has held it in 28 quarters since. The position peaked at $7.14M in Q3 2025. 2,568 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Signet Investment Advisory Group held 20,910 shares of JPMorgan Chase worth $6.84M as of Q2 2026.
  • Signet Investment Advisory Group sold 169 JPMorgan Chase shares in Q2 2026, an estimated $52.5K.
  • JPMorgan Chase made up 3.01% of Signet Investment Advisory Group's portfolio in Q2 2026, its #9 holding.
  • Signet Investment Advisory Group first reported a position in JPMorgan Chase in Q4 2018 and has held it in 28 quarters since.
  • Signet Investment Advisory Group's JPMorgan Chase position peaked at $7.14M in Q3 2025.
  • 2,568 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Signet Investment Advisory Group's 13F filing for Q2 2026, filed 30 Jul 2026.