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Stiles Financial Services’s JPMorgan Chase JPM Stock Holding History

Stiles Financial Services’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 		$4.96M Buy
15,146
+579
+4% +$180K 1.25% 18
2026
Q1 		$4.28M Buy
14,567
+658
+5% +$200K 1.31% 15
2025
Q4 		$4.48M Buy
13,909
+618
+5% +$191K 1.38% 13
2025
Q3 		$4.19M Buy
13,291
+925
+7% +$275K 1.32% 14
2025
Q2 		$3.59M Buy
12,366
+1,411
+13% +$360K 1.24% 17
2025
Q1 		$2.69M Buy
10,955
+1,652
+18% +$421K 1.03% 28
2024
Q4 		$2.23M Buy
9,303
+332
+4% +$77.3K 0.81% 42
2024
Q3 		$1.89M Buy
8,971
+441
+5% +$92.9K 0.67% 50
2024
Q2 		$1.73M Sell
8,530
-48
-0.6% -$9.38K 0.66% 49
2024
Q1 		$1.72M Buy
8,578
+1,446
+20% +$261K 0.69% 49
2023
Q4 		$1.21M Buy
7,132
+172
+2% +$26.1K 0.55% 62
2023
Q3 		$1.01M Buy
6,960
+215
+3% +$32.2K 0.52% 62
2023
Q2 		$981K Buy
6,745
+179
+3% +$24.6K 0.49% 63
2023
Q1 		$856K Buy
6,566
+130
+2% +$17.8K 0.46% 66
2022
Q4 		$863K Sell
6,436
-158
-2% -$20K 0.49% 58
2022
Q3 		$689K Buy
6,594
+1,599
+32% +$184K 0.42% 68
2022
Q2 		$562K Buy
4,995
+79
+2% +$9.79K 0.34% 83
2022
Q1 		$670K Buy
4,916
+795
+19% +$117K 0.34% 87
2021
Q4 		$653K Buy
+4,121
New +$677K 0.31% 90

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Stiles Financial Services's JPM Position: Q2 2026 in Review

Stiles Financial Services increased its JPMorgan Chase (JPM) stake by 4% in Q2 2026, buying an estimated $180K and bringing the position to 15,146 shares worth $4.96M. The position accounts for 1.25% of the portfolio, ranked #18.

Stiles Financial Services first reported a position in JPM in Q4 2021 and has held it in 19 quarters since. 5,140 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Stiles Financial Services held 15,146 shares of JPMorgan Chase worth $4.96M as of Q2 2026.
  • Stiles Financial Services bought 579 JPMorgan Chase shares in Q2 2026, an estimated $180K.
  • JPMorgan Chase made up 1.25% of Stiles Financial Services's portfolio in Q2 2026, its #18 holding.
  • Stiles Financial Services first reported a position in JPMorgan Chase in Q4 2021 and has held it in 19 quarters since.
  • 5,140 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Stiles Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.