Silverberg Bernstein Capital Management’s JPMorgan Chase JPM Stock Holding History

Silverberg Bernstein Capital Management’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	$509K	Buy	1,554 +100	+7%	+$31.1K	0.19%	48
2026 Q1	$428K	Buy	1,454 +100	+7%	+$30.3K	0.24%	48
2025 Q4	$436K	Hold	1,354	–	–	0.25%	49
2025 Q3	$427K	Hold	1,354	–	–	0.26%	48
2025 Q2	$393K	Buy	1,354 +100	+8%	+$25.5K	0.27%	47
2025 Q1	$308K	Hold	1,254	–	–	0.29%	48
2024 Q4	$301K	Hold	1,254	–	–	0.26%	44
2024 Q3	$264K	Sell	1,254 -195	-13%	-$41.1K	0.24%	44
2024 Q2	$293K	Hold	1,449	–	–	0.28%	40
2024 Q1	$290K	Hold	1,449	–	–	0.28%	40
2023 Q4	$246K	Buy	+1,449	New	+$220K	0.24%	42

Other funds holding JPM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

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

Silverberg Bernstein Capital Management's JPM Position: Q2 2026 in Review

Silverberg Bernstein Capital Management increased its JPMorgan Chase (JPM) stake by 6.9% in Q2 2026, buying an estimated $31.1K and bringing the position to 1,554 shares worth $509K. The position accounts for 0.19% of the portfolio, ranked #48.

Silverberg Bernstein Capital Management first reported a position in JPM in Q4 2023 and has held it in 11 quarters since. 2,568 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Silverberg Bernstein Capital Management held 1,554 shares of JPMorgan Chase worth $509K as of Q2 2026.
Silverberg Bernstein Capital Management bought 100 JPMorgan Chase shares in Q2 2026, an estimated $31.1K.
JPMorgan Chase made up 0.19% of Silverberg Bernstein Capital Management's portfolio in Q2 2026, its #48 holding.
Silverberg Bernstein Capital Management first reported a position in JPMorgan Chase in Q4 2023 and has held it in 11 quarters since.
2,568 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Silverberg Bernstein Capital Management's 13F filing for Q2 2026, filed 7 Jul 2026.