Stephen J. Garry & Associates’s JPMorgan Chase JPM Stock Holding History

Stephen J. Garry & Associates’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	$206K	Buy	+629	New	+$195K	0.15%	53

Other funds holding JPM

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

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

Stephen J. Garry & Associates's JPM Position: Q2 2026 in Review

Stephen J. Garry & Associates opened a new position in JPMorgan Chase (JPM) in Q2 2026: 629 shares worth $206K. The stake represents 0.15% of the portfolio and ranks #53 among its holdings.

1,772 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Stephen J. Garry & Associates held 629 shares of JPMorgan Chase worth $206K as of Q2 2026.
JPMorgan Chase was a new Stephen J. Garry & Associates position in Q2 2026.
JPMorgan Chase made up 0.15% of Stephen J. Garry & Associates's portfolio in Q2 2026, its #53 holding.
1,772 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Stephen J. Garry & Associates's 13F filing for Q2 2026, filed 24 Jul 2026.