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Stolper & Co’s JPMorgan Chase JPM Stock Holding History

Stolper & Co’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 		$18.1M Buy
55,195
+211
+0.4% +$65.5K 4.66% 2
2026
Q1 		$16.2M Sell
54,984
-598
-1% -$181K 4.59% 2
2025
Q4 		$17.9M Sell
55,582
-647
-1% -$200K 5.28% 2
2025
Q3 		$17.7M Sell
56,229
-863
-2% -$257K 5.37% 2
2025
Q2 		$16.6M Sell
57,092
-721
-1% -$184K 5.44% 2
2025
Q1 		$14.2M Sell
57,813
-1,027
-2% -$262K 4.65% 2
2024
Q4 		$14.1M Sell
58,840
-1,154
-2% -$269K 4.7% 3
2024
Q3 		$12.7M Sell
59,994
-418
-0.7% -$88K 4.14% 3
2024
Q2 		$12.2M Buy
60,412
+255
+0.4% +$49.9K 4.3% 3
2024
Q1 		$12M Sell
60,157
-84
-0.1% -$15.2K 4.35% 2
2023
Q4 		$10.2M Buy
60,241
+24
+0% +$3.64K 4.13% 3
2023
Q3 		$8.73M Buy
60,217
+198
+0.3% +$29.7K 3.79% 3
2023
Q2 		$8.73M Sell
60,019
-23
-0% -$3.16K 3.67% 3
2023
Q1 		$7.82M Buy
60,042
+382
+0.6% +$52.3K 3.35% 5
2022
Q4 		$8M Buy
59,660
+1,875
+3% +$238K 3.51% 5
2022
Q3 		$6.04M Buy
57,785
+1,580
+3% +$181K 2.98% 7
2022
Q2 		$6.33M Buy
56,205
+813
+1% +$101K 2.97% 7
2022
Q1 		$7.55M Buy
55,392
+576
+1% +$85K 3.2% 5
2021
Q4 		$8.68M Sell
54,816
-70
-0.1% -$11.5K 3.87% 3
2021
Q3 		$8.98M Sell
54,886
-253
-0.5% -$39.7K 4.29% 3
2021
Q2 		$8.58M Buy
55,139
+354
+0.6% +$55.6K 4.04% 3
2021
Q1 		$8.34M Sell
54,785
-525
-0.9% -$75.5K 4.3% 3
2020
Q4 		$7.03M Sell
55,310
-1,369
-2% -$153K 3.94% 3
2020
Q3 		$5.46M Sell
56,679
-1,719
-3% -$169K 3.53% 4
2020
Q2 		$5.49M Sell
58,398
-1,837
-3% -$174K 3.59% 4
2020
Q1 		$5.42M Buy
+60,235
New +$7.32M 3.89% 3

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Stolper & Co's JPM Position: Q2 2026 in Review

Stolper & Co increased its JPMorgan Chase (JPM) stake by 0.38% in Q2 2026, buying an estimated $65.5K and bringing the position to 55,195 shares worth $18.1M. The position accounts for 4.66% of the portfolio, ranked #2.

Stolper & Co first reported a position in JPM in Q1 2020 and has held it in 26 quarters since. 1,084 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Stolper & Co held 55,195 shares of JPMorgan Chase worth $18.1M as of Q2 2026.
  • Stolper & Co bought 211 JPMorgan Chase shares in Q2 2026, an estimated $65.5K.
  • JPMorgan Chase made up 4.66% of Stolper & Co's portfolio in Q2 2026, its #2 holding.
  • Stolper & Co first reported a position in JPMorgan Chase in Q1 2020 and has held it in 26 quarters since.
  • 1,084 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Stolper & Co's 13F filing for Q2 2026, filed 14 Jul 2026.