Somerset Group’s JPMorgan Chase JPM Stock Holding History

Somerset 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	$222K	Hold	661	–	–	0.16%	55
2026 Q1	$205K	Hold	661	–	–	0.15%	59
2025 Q4	$216K	Hold	661	–	–	0.16%	57
2025 Q3	$208K	Buy	+661	New	+$197K	0.17%	59

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

Somerset Group's JPM Position: Q2 2026 in Review

Somerset Group held its JPMorgan Chase (JPM) position steady in Q2 2026 at 661 shares worth $222K. The position accounts for 0.16% of the portfolio, ranked #55.

Somerset Group first reported a position in JPM in Q3 2025 and has held it in 4 quarters since. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Somerset Group held 661 shares of JPMorgan Chase worth $222K as of Q2 2026.
Somerset Group left its JPMorgan Chase share count unchanged in Q2 2026.
JPMorgan Chase made up 0.16% of Somerset Group's portfolio in Q2 2026, its #55 holding.
Somerset Group first reported a position in JPMorgan Chase in Q3 2025 and has held it in 4 quarters since.
5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Somerset Group's 13F filing for Q2 2026, filed 12 Aug 2026.