SFO
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Stenger Family Office’s JPMorgan Chase JPM Stock Holding History

Stenger Family Office’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 		$23.3M Sell
71,265
-33
-0% -$10.2K 3.71% 7
2026
Q1 		$21M Buy
71,298
+7,889
+12% +$2.39M 3.7% 7
2025
Q4 		$20.4M Buy
63,409
+3,765
+6% +$1.17M 4.22% 6
2025
Q3 		$18.1M Buy
59,644
+6,325
+12% +$1.88M 3.72% 6
2025
Q2 		$16M Buy
+53,319
New +$13.6M 4.11% 5
2024
Q4 		$9.75M Buy
+40,685
New +$9.48M 3.32% 8

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

Stenger Family Office's JPM Position: Q2 2026 in Review

Stenger Family Office reduced its JPMorgan Chase (JPM) stake by 0.05% in Q2 2026, selling an estimated $10.2K and leaving 71,265 shares worth $23.3M. The position accounts for 3.71% of the portfolio, ranked #7.

Stenger Family Office first reported a position in JPM in Q4 2024 and has held it in 6 quarters since. 1,896 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Stenger Family Office held 71,265 shares of JPMorgan Chase worth $23.3M as of Q2 2026.
  • Stenger Family Office sold 33 JPMorgan Chase shares in Q2 2026, an estimated $10.2K.
  • JPMorgan Chase made up 3.71% of Stenger Family Office's portfolio in Q2 2026, its #7 holding.
  • Stenger Family Office first reported a position in JPMorgan Chase in Q4 2024 and has held it in 6 quarters since.
  • 1,896 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Stenger Family Office's 13F filing for Q2 2026, filed 13 Jul 2026.