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Spreng Capital Management’s JPMorgan Chase JPM Stock Holding History

Spreng Capital Management’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 		$3.1M Buy
9,476
+33
+0.3% +$10.2K 1.13% 19
2026
Q1 		$2.78M Sell
9,443
-439
-4% -$133K 1.31% 16
2025
Q4 		$3.18M Sell
9,882
-207
-2% -$64.1K 1.25% 18
2025
Q3 		$3.18M Sell
10,089
-633
-6% -$188K 1.27% 18
2025
Q2 		$3.11M Buy
10,722
+1
+0% +$255 1.28% 18
2025
Q1 		$2.63M Sell
10,721
-130
-1% -$33.1K 1.19% 18
2024
Q4 		$2.6M Sell
10,851
-22
-0.2% -$5.12K 1.13% 19
2024
Q3 		$2.29M Sell
10,873
-4,901
-31% -$1.03M 1.07% 20
2024
Q2 		$3.19M Sell
15,774
-480
-3% -$93.8K 1.65% 15
2024
Q1 		$3.26M Sell
16,254
-121
-0.7% -$21.8K 1.76% 14
2023
Q4 		$2.79M Sell
16,375
-757
-4% -$115K 1.74% 11
2023
Q3 		$2.48M Buy
17,132
+3,856
+29% +$578K 1.82% 11
2023
Q2 		$1.93M Sell
13,276
-2,790
-17% -$384K 1.52% 15
2023
Q1 		$2.09M Sell
16,066
-874
-5% -$120K 1.81% 14
2022
Q4 		$2.27M Sell
16,940
-1,000
-6% -$127K 1.96% 14
2022
Q3 		$1.88M Hold
17,940
– – 1.66% 14
2022
Q2 		$2.05M Buy
17,940
+921
+5% +$114K 1.53% 15
2022
Q1 		$2.32M Sell
17,019
-145
-0.8% -$21.4K 1.43% 17
2021
Q4 		$2.72M Sell
17,164
-501
-3% -$82.3K 1.57% 16
2021
Q3 		$2.95M Hold
17,665
– – 1.89% 14
2021
Q2 		$2.75M Buy
17,665
+388
+2% +$60.9K 1.78% 15
2021
Q1 		$2.63M Buy
17,277
+977
+6% +$141K 1.83% 16
2020
Q4 		$2.07M Sell
16,300
-900
-5% -$101K 1.64% 17
2020
Q3 		$1.66M Buy
17,200
+398
+2% +$39.1K 1.56% 19
2020
Q2 		$1.58M Sell
16,802
-2,153
-11% -$204K 1.61% 20
2020
Q1 		$1.71M Sell
18,955
-658
-3% -$79.9K 1.96% 18
2019
Q4 		$2.73M Buy
+19,613
New +$2.52M 2.54% 12

Other funds holding JPM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Spreng Capital Management's JPM Position: Q2 2026 in Review

Spreng Capital Management increased its JPMorgan Chase (JPM) stake by 0.35% in Q2 2026, buying an estimated $10.2K and bringing the position to 9,476 shares worth $3.1M. The position accounts for 1.13% of the portfolio, ranked #19.

Spreng Capital Management first reported a position in JPM in Q4 2019 and has held it in 27 quarters since. The position peaked at $3.26M in Q1 2024. 2,568 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Spreng Capital Management held 9,476 shares of JPMorgan Chase worth $3.1M as of Q2 2026.
  • Spreng Capital Management bought 33 JPMorgan Chase shares in Q2 2026, an estimated $10.2K.
  • JPMorgan Chase made up 1.13% of Spreng Capital Management's portfolio in Q2 2026, its #19 holding.
  • Spreng Capital Management first reported a position in JPMorgan Chase in Q4 2019 and has held it in 27 quarters since.
  • Spreng Capital Management's JPMorgan Chase position peaked at $3.26M in Q1 2024.
  • 2,568 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Spreng Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.