Spirepoint Private Client’s JPMorgan Chase JPM Stock Holding History

Spirepoint Private Client’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	$9.47M	Sell	28,920 -273	-0.9%	-$84.8K	0.77%	36
2026 Q1	$8.59M	Sell	29,193 -369	-1%	-$112K	0.82%	34
2025 Q4	$9.53M	Buy	29,562 +3,449	+13%	+$1.07M	0.91%	31
2025 Q3	$8.24M	Buy	26,113 +7,289	+39%	+$2.17M	0.87%	36
2025 Q2	$5.46M	Sell	18,824 -439	-2%	-$112K	0.62%	48
2025 Q1	$4.73M	Sell	19,263 -133	-0.7%	-$33.9K	0.62%	47
2024 Q4	$4.65M	Buy	19,396 +2,262	+13%	+$527K	0.58%	48
2024 Q3	$3.61M	Sell	17,134 -104	-0.6%	-$21.9K	0.48%	52
2024 Q2	$3.49M	Buy	17,238 +3,952	+30%	+$773K	0.49%	47
2024 Q1	$2.66M	Buy	+13,286	New	+$2.4M	0.41%	56

Other funds holding JPM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Spirepoint Private Client's JPM Position: Q2 2026 in Review

Spirepoint Private Client reduced its JPMorgan Chase (JPM) stake by 0.94% in Q2 2026, selling an estimated $84.8K and leaving 28,920 shares worth $9.47M. The position accounts for 0.77% of the portfolio, ranked #36.

Spirepoint Private Client first reported a position in JPM in Q1 2024 and has held it in 10 quarters since. The position peaked at $9.53M in Q4 2025. 3,032 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Spirepoint Private Client held 28,920 shares of JPMorgan Chase worth $9.47M as of Q2 2026.
Spirepoint Private Client sold 273 JPMorgan Chase shares in Q2 2026, an estimated $84.8K.
JPMorgan Chase made up 0.77% of Spirepoint Private Client's portfolio in Q2 2026, its #36 holding.
Spirepoint Private Client first reported a position in JPMorgan Chase in Q1 2024 and has held it in 10 quarters since.
Spirepoint Private Client's JPMorgan Chase position peaked at $9.53M in Q4 2025.
3,032 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Spirepoint Private Client's 13F filing for Q2 2026, filed 5 Aug 2026.