SFC
JPM icon

Sprinkle Financial Consultants’s JPMorgan Chase JPM Stock Holding History

Sprinkle Financial Consultants’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 		$661K Buy
2,018
+96
+5% +$29.8K 0.26% 64
2026
Q1 		$565K Buy
1,922
+3
+0.2% +$910 0.26% 64
2025
Q4 		$618K Sell
1,919
-315
-14% -$97.5K 0.31% 57
2025
Q3 		$705K Buy
2,234
+18
+0.8% +$5.35K 0.39% 50
2025
Q2 		$642K Sell
2,216
-77
-3% -$19.6K 0.39% 49
2025
Q1 		$563K Buy
2,293
+201
+10% +$51.2K 0.36% 49
2024
Q4 		$501K Buy
2,092
+3
+0.1% +$699 0.34% 46
2024
Q3 		$441K Buy
2,089
+2
+0.1% +$421 0.31% 49
2024
Q2 		$422K Buy
2,087
+2
+0.1% +$391 0.33% 49
2024
Q1 		$418K Buy
2,085
+3
+0.1% +$541 0.36% 46
2023
Q4 		$354K Buy
+2,082
New +$316K 0.36% 45

Other funds holding JPM

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Sprinkle Financial Consultants's JPM Position: Q2 2026 in Review

Sprinkle Financial Consultants increased its JPMorgan Chase (JPM) stake by 5% in Q2 2026, buying an estimated $29.8K and bringing the position to 2,018 shares worth $661K. The position accounts for 0.26% of the portfolio, ranked #64.

Sprinkle Financial Consultants first reported a position in JPM in Q4 2023 and has held it in 11 quarters since. The position peaked at $705K in Q3 2025. 3,239 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Sprinkle Financial Consultants held 2,018 shares of JPMorgan Chase worth $661K as of Q2 2026.
  • Sprinkle Financial Consultants bought 96 JPMorgan Chase shares in Q2 2026, an estimated $29.8K.
  • JPMorgan Chase made up 0.26% of Sprinkle Financial Consultants's portfolio in Q2 2026, its #64 holding.
  • Sprinkle Financial Consultants first reported a position in JPMorgan Chase in Q4 2023 and has held it in 11 quarters since.
  • Sprinkle Financial Consultants's JPMorgan Chase position peaked at $705K in Q3 2025.
  • 3,239 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Sprinkle Financial Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.