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Squire Investment Management Company’s JPMorgan Chase JPM Stock Holding History

Squire Investment Management Company’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 		$757K Buy
2,313
+28
+1% +$8.7K 0.18% 52
2026
Q1 		$672K Sell
2,285
-15
-0.7% -$4.55K 0.19% 48
2025
Q4 		$741K Sell
2,300
-165
-7% -$51.1K 0.22% 48
2025
Q3 		$778K Hold
2,465
– – 0.25% 46
2025
Q2 		$715K Buy
2,465
+10
+0.4% +$2.55K 0.26% 45
2025
Q1 		$602K Buy
2,455
+237
+11% +$60.4K 0.25% 44
2024
Q4 		$532K Buy
2,218
+129
+6% +$30K 0.23% 49
2024
Q3 		$440K Sell
2,089
-17
-0.8% -$3.58K 0.21% 49
2024
Q2 		$426K Buy
2,106
+17
+0.8% +$3.32K 0.24% 45
2024
Q1 		$418K Sell
2,089
-28
-1% -$5.05K 0.26% 44
2023
Q4 		$360K Buy
+2,117
New +$321K 0.29% 42

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 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
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Squire Investment Management Company's JPM Position: Q2 2026 in Review

Squire Investment Management Company increased its JPMorgan Chase (JPM) stake by 1.2% in Q2 2026, buying an estimated $8.7K and bringing the position to 2,313 shares worth $757K. The position accounts for 0.18% of the portfolio, ranked #52.

Squire Investment Management Company first reported a position in JPM in Q4 2023 and has held it in 11 quarters since. The position peaked at $778K in Q3 2025. 3,452 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Squire Investment Management Company held 2,313 shares of JPMorgan Chase worth $757K as of Q2 2026.
  • Squire Investment Management Company bought 28 JPMorgan Chase shares in Q2 2026, an estimated $8.7K.
  • JPMorgan Chase made up 0.18% of Squire Investment Management Company's portfolio in Q2 2026, its #52 holding.
  • Squire Investment Management Company first reported a position in JPMorgan Chase in Q4 2023 and has held it in 11 quarters since.
  • Squire Investment Management Company's JPMorgan Chase position peaked at $778K in Q3 2025.
  • 3,452 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Squire Investment Management Company's 13F filing for Q2 2026, filed 28 Jul 2026.