Snowwater Investment Partners’s JPMorgan Chase JPM Stock Holding History

Snowwater Investment 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	$4.61M	Buy	14,092 +217	+2%	+$67.4K	3.19%	8
2026 Q1	$4.08M	Buy	13,875 +108	+0.8%	+$32.8K	3.85%	6
2025 Q4	$4.44M	Buy	+13,767	New	+$4.26M	4.08%	7

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 $3.38T AUM 44.17% 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

Snowwater Investment Partners's JPM Position: Q2 2026 in Review

Snowwater Investment Partners increased its JPMorgan Chase (JPM) stake by 1.6% in Q2 2026, buying an estimated $67.4K and bringing the position to 14,092 shares worth $4.61M. The position accounts for 3.19% of the portfolio, ranked #8.

Snowwater Investment Partners first reported a position in JPM in Q4 2025 and has held it in 3 quarters since. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Snowwater Investment Partners held 14,092 shares of JPMorgan Chase worth $4.61M as of Q2 2026.
Snowwater Investment Partners bought 217 JPMorgan Chase shares in Q2 2026, an estimated $67.4K.
JPMorgan Chase made up 3.19% of Snowwater Investment Partners's portfolio in Q2 2026, its #8 holding.
Snowwater Investment Partners first reported a position in JPMorgan Chase in Q4 2025 and has held it in 3 quarters since.
5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Snowwater Investment Partners's 13F filing for Q2 2026, filed 14 Aug 2026.