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Stewardship Advisors’s JPMorgan Chase JPM Stock Holding History

Stewardship Advisors’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 		$636K Sell
1,944
-17
-0.9% -$5.28K 0.13% 81
2026
Q1 		$577K Sell
1,961
-73
-4% -$22.2K 0.13% 79
2025
Q4 		$655K Buy
2,034
+144
+8% +$44.6K 0.15% 71
2025
Q3 		$596K Buy
1,890
+2
+0.1% +$595 0.14% 68
2025
Q2 		$547K Buy
1,888
+57
+3% +$14.5K 0.14% 72
2025
Q1 		$449K Buy
1,831
+13
+0.7% +$3.31K 0.12% 81
2024
Q4 		$436K Buy
1,818
+150
+9% +$34.9K 0.12% 94
2024
Q3 		$352K Buy
+1,668
New +$351K 0.1% 88

Other funds holding JPM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

Stewardship Advisors's JPM Position: Q2 2026 in Review

Stewardship Advisors reduced its JPMorgan Chase (JPM) stake by 0.87% in Q2 2026, selling an estimated $5.28K and leaving 1,944 shares worth $636K. The position accounts for 0.13% of the portfolio, ranked #81.

Stewardship Advisors first reported a position in JPM in Q3 2024 and has held it in 8 quarters since. The position peaked at $655K in Q4 2025. 2,565 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Stewardship Advisors held 1,944 shares of JPMorgan Chase worth $636K as of Q2 2026.
  • Stewardship Advisors sold 17 JPMorgan Chase shares in Q2 2026, an estimated $5.28K.
  • JPMorgan Chase made up 0.13% of Stewardship Advisors's portfolio in Q2 2026, its #81 holding.
  • Stewardship Advisors first reported a position in JPMorgan Chase in Q3 2024 and has held it in 8 quarters since.
  • Stewardship Advisors's JPMorgan Chase position peaked at $655K in Q4 2025.
  • 2,565 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Stewardship Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.