Stevens Capital Partners’s JPMorgan Chase JPM Stock Holding History

Stevens Capital Partners’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	$2.33M	Buy	7,118 +4,908	+222%	+$1.52M	0.44%	51
2026 Q1	$650K	Buy	2,210 +545	+33%	+$165K	0.16%	75
2025 Q4	$536K	Buy	1,665 +543	+48%	+$168K	0.14%	74
2025 Q3	$354K	Buy	1,122 +201	+22%	+$59.8K	0.11%	78
2025 Q2	$269K	Buy	+921	New	+$235K	0.1%	72

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Stevens Capital Partners's JPM Position: Q2 2026 in Review

Stevens Capital Partners increased its JPMorgan Chase (JPM) stake by 222% in Q2 2026, buying an estimated $1.52M and bringing the position to 7,118 shares worth $2.33M. The position accounts for 0.44% of the portfolio, ranked #51.

Stevens Capital Partners first reported a position in JPM in Q2 2025 and has held it in 5 quarters since. 5,144 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Stevens Capital Partners held 7,118 shares of JPMorgan Chase worth $2.33M as of Q2 2026.
Stevens Capital Partners bought 4,908 JPMorgan Chase shares in Q2 2026, an estimated $1.52M.
JPMorgan Chase made up 0.44% of Stevens Capital Partners's portfolio in Q2 2026, its #51 holding.
Stevens Capital Partners first reported a position in JPMorgan Chase in Q2 2025 and has held it in 5 quarters since.
5,144 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Stevens Capital Partners's 13F filing for Q2 2026, filed 10 Aug 2026.