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Stone House Investment Management’s JPMorgan Chase JPM Stock Holding History

Stone House Investment Management’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 		$443K Buy
1,354
+176
+15% +$54.7K 0.06% 52
2026
Q1 		$346K Sell
1,178
-39
-3% -$11.8K 0.06% 52
2025
Q4 		$392K Buy
1,217
+86
+8% +$26.6K 0.06% 50
2025
Q3 		$357K Buy
1,131
+86
+8% +$25.6K 0.06% 55
2025
Q2 		$303K Sell
1,045
-268
-20% -$68.4K 0.06% 55
2025
Q1 		$322K Buy
1,313
+330
+34% +$84.1K 0.07% 48
2024
Q4 		$236K Sell
983
-145
-13% -$33.8K 0.06% 48
2024
Q3 		$238K Sell
1,128
-15
-1% -$3.16K 0.05% 46
2024
Q2 		$231K Buy
1,143
+16
+1% +$3.13K 0.06% 46
2024
Q1 		$226K Buy
1,127
+971
+622% +$175K 0.05% 51
2023
Q4 		$26.5K Buy
156
+89
+133% +$13.5K 0.01% 110
2023
Q3 		$9.65K Buy
67
+1
+2% +$150 ﹤0.01% 166
2023
Q2 		$9.61K Hold
66
– – ﹤0.01% 164
2023
Q1 		$8.55K Buy
+66
New +$9.04K ﹤0.01% 174
2019
Q2 		– Sell
-609
Closed -$62K – 124
2019
Q1 		$62K Buy
+609
New +$62.7K 0.03% 79

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 $3.38T AUM 44.17% 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

Stone House Investment Management's JPM Position: Q2 2026 in Review

Stone House Investment Management increased its JPMorgan Chase (JPM) stake by 15% in Q2 2026, buying an estimated $54.7K and bringing the position to 1,354 shares worth $443K. The position accounts for 0.06% of the portfolio, ranked #52.

Stone House Investment Management first reported a position in JPM in Q1 2019 and has held it in 15 quarters since. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Stone House Investment Management held 1,354 shares of JPMorgan Chase worth $443K as of Q2 2026.
  • Stone House Investment Management bought 176 JPMorgan Chase shares in Q2 2026, an estimated $54.7K.
  • JPMorgan Chase made up 0.06% of Stone House Investment Management's portfolio in Q2 2026, its #52 holding.
  • Stone House Investment Management first reported a position in JPMorgan Chase in Q1 2019 and has held it in 15 quarters since.
  • 5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Stone House Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.