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Spinnaker Investment Group’s JPMorgan Chase JPM Stock Holding History

Spinnaker 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 		$1.76M Buy
5,389
+637
+13% +$198K 0.28% 38
2026
Q1 		$1.4M Sell
4,752
-431
-8% -$131K 0.28% 37
2025
Q4 		$1.67M Buy
5,183
+34
+0.7% +$10.5K 0.3% 30
2025
Q3 		$1.62M Buy
5,149
+242
+5% +$72K 0.31% 26
2025
Q2 		$1.42M Sell
4,907
-214
-4% -$54.6K 0.33% 24
2025
Q1 		$1.26M Buy
5,121
+72
+1% +$18.4K 0.28% 31
2024
Q4 		$1.21M Buy
5,049
+152
+3% +$35.4K 0.29% 31
2024
Q3 		$1.03M Buy
4,897
+76
+2% +$16K 0.25% 34
2024
Q2 		$975K Sell
4,821
-431
-8% -$84.3K 0.27% 31
2024
Q1 		$1.05M Sell
5,252
-1,299
-20% -$234K 0.3% 29
2023
Q4 		$1.11M Sell
6,551
-556
-8% -$84.3K 0.34% 28
2023
Q3 		$1.03M Sell
7,107
-231
-3% -$34.6K 0.35% 30
2023
Q2 		$1.07M Sell
7,338
-502
-6% -$69K 0.35% 31
2023
Q1 		$1.02M Buy
7,840
+64
+0.8% +$8.77K 0.36% 27
2022
Q4 		$1.04M Buy
7,776
+173
+2% +$21.9K 0.37% 28
2022
Q3 		$794K Sell
7,603
-73
-1% -$8.38K 0.31% 28
2022
Q2 		$864K Sell
7,676
-1,112
-13% -$138K 0.35% 26
2022
Q1 		$1.24M Sell
8,788
-35
-0.4% -$5.17K 0.4% 27
2021
Q4 		$1.31M Buy
+8,823
New +$1.45M 0.46% 26

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Spinnaker Investment Group increased its JPMorgan Chase (JPM) stake by 13% in Q2 2026, buying an estimated $198K and bringing the position to 5,389 shares worth $1.76M. The position accounts for 0.28% of the portfolio, ranked #38.

Spinnaker Investment Group first reported a position in JPM in Q4 2021 and has held it in 19 quarters since. 5,125 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Spinnaker Investment Group held 5,389 shares of JPMorgan Chase worth $1.76M as of Q2 2026.
  • Spinnaker Investment Group bought 637 JPMorgan Chase shares in Q2 2026, an estimated $198K.
  • JPMorgan Chase made up 0.28% of Spinnaker Investment Group's portfolio in Q2 2026, its #38 holding.
  • Spinnaker Investment Group first reported a position in JPMorgan Chase in Q4 2021 and has held it in 19 quarters since.
  • 5,125 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Spinnaker Investment Group's 13F filing for Q2 2026, filed 10 Jul 2026.