SIG
JPM icon

Sky Investment Group’s JPMorgan Chase JPM Stock Holding History

Sky Investment 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 		$3.83M Buy
11,693
+198
+2% +$61.5K 0.6% 50
2026
Q1 		$3.38M Buy
11,495
+1,319
+13% +$400K 0.58% 49
2025
Q4 		$3.28M Sell
10,176
-4
-0% -$1.24K 0.54% 52
2025
Q3 		$3.21M Hold
10,180
– – 0.54% 54
2025
Q2 		$2.95M Buy
10,180
+75
+0.7% +$19.1K 0.52% 57
2025
Q1 		$2.48M Buy
10,105
+372
+4% +$94.8K 0.46% 60
2024
Q4 		$2.33M Buy
9,733
+15
+0.2% +$3.49K 0.43% 63
2024
Q3 		$2.05M Sell
9,718
-63
-0.6% -$13.3K 0.37% 66
2024
Q2 		$1.98M Buy
9,781
+39
+0.4% +$7.63K 0.38% 66
2024
Q1 		$1.95M Sell
9,742
-628
-6% -$113K 0.38% 68
2023
Q4 		$1.76M Sell
10,370
-17
-0.2% -$2.58K 0.37% 70
2023
Q3 		$1.51M Sell
10,387
-19
-0.2% -$2.85K 0.34% 70
2023
Q2 		$1.51M Sell
10,406
-240
-2% -$33K 0.33% 70
2023
Q1 		$1.39M Buy
10,646
+10
+0.1% +$1.37K 0.32% 73
2022
Q4 		$1.43M Buy
10,636
+87
+0.8% +$11K 0.34% 71
2022
Q3 		$1.1M Buy
10,549
+1,362
+15% +$156K 0.29% 73
2022
Q2 		$1.03M Buy
9,187
+314
+4% +$38.9K 0.25% 77
2022
Q1 		$1.21M Buy
8,873
+945
+12% +$139K 0.26% 77
2021
Q4 		$1.25M Sell
7,928
-25
-0.3% -$4.11K 0.25% 79
2021
Q3 		$1.3M Buy
7,953
+429
+6% +$67.3K 0.29% 76
2021
Q2 		$1.17M Buy
7,524
+785
+12% +$123K 0.26% 77
2021
Q1 		$1.03M Sell
6,739
-19
-0.3% -$2.73K 0.25% 76
2020
Q4 		$859K Buy
6,758
+217
+3% +$24.3K 0.22% 81
2020
Q3 		$630K Buy
6,541
+2,120
+48% +$208K 0.17% 84
2020
Q2 		$416K Buy
4,421
+1,028
+30% +$97.5K 0.14% 80
2020
Q1 		$305K Buy
3,393
+369
+12% +$44.8K 0.12% 81
2019
Q4 		$422K Buy
3,024
+6
+0.2% +$770 0.14% 82
2019
Q3 		$355K Buy
3,018
+25
+0.8% +$2.83K 0.12% 85
2019
Q2 		$335K Buy
2,993
+200
+7% +$22.1K 0.12% 87
2019
Q1 		$283K Buy
2,793
+15
+0.5% +$1.54K 0.1% 90
2018
Q4 		$271K Buy
2,778
+354
+15% +$37.7K 0.11% 87
2018
Q3 		$274K Buy
2,424
+154
+7% +$17.5K 0.1% 90
2018
Q2 		$237K Hold
2,270
– – 0.1% 91
2018
Q1 		$250K Hold
2,270
– – 0.1% 90
2017
Q4 		$243K Sell
2,270
-51
-2% -$5.16K 0.1% 88
2017
Q3 		$222K Sell
2,321
-25
-1% -$2.31K 0.09% 89
2017
Q2 		$214K Hold
2,346
– – 0.09% 90
2017
Q1 		$206K Sell
2,346
-81
-3% -$7.15K 0.09% 88
2016
Q4 		$209K Sell
2,427
-929
-28% -$70.8K 0.1% 89
2016
Q3 		$223K Hold
3,356
– – 0.1% 86
2016
Q2 		$209K Sell
3,356
-755
-18% -$47.2K 0.1% 85
2016
Q1 		$243K Sell
4,111
-734
-15% -$42.9K 0.12% 77
2015
Q4 		$320K Hold
4,845
– – 0.16% 71
2015
Q3 		$295K Hold
4,845
– – 0.16% 70
2015
Q2 		$328K Hold
4,845
– – 0.17% 72
2015
Q1 		$294K Buy
4,845
+87
+2% +$5.15K 0.16% 70
2014
Q4 		$298K Sell
4,758
-50
-1% -$3.01K 0.16% 71
2014
Q3 		$290K Buy
+4,808
New +$281K 0.16% 68
2014
Q2 		– Sell
-4,808
Closed -$292K – 75
2014
Q1 		$292K Hold
4,808
– – 0.16% 68
2013
Q4 		$281K Buy
+4,808
New +$263K 0.16% 64

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

Sky Investment Group's JPM Position: Q2 2026 in Review

Sky Investment Group increased its JPMorgan Chase (JPM) stake by 1.7% in Q2 2026, buying an estimated $61.5K and bringing the position to 11,693 shares worth $3.83M. The position accounts for 0.6% of the portfolio, ranked #50.

Sky Investment Group first reported a position in JPM in Q4 2013 and has held it in 50 quarters since. 1,648 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Sky Investment Group held 11,693 shares of JPMorgan Chase worth $3.83M as of Q2 2026.
  • Sky Investment Group bought 198 JPMorgan Chase shares in Q2 2026, an estimated $61.5K.
  • JPMorgan Chase made up 0.6% of Sky Investment Group's portfolio in Q2 2026, its #50 holding.
  • Sky Investment Group first reported a position in JPMorgan Chase in Q4 2013 and has held it in 50 quarters since.
  • 1,648 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Sky Investment Group's 13F filing for Q2 2026, filed 20 Jul 2026.