Storgate’s JPMorgan Chase JPM Stock Holding History

Storgate’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	$5.71M	Buy	17,433 +15,696	+904%	+$4.87M	1.18%	8
2026 Q1	$511K	Buy	1,737 +19	+1%	+$5.77K	0.4%	56
2025 Q4	$554K	Buy	+1,718	New	+$532K	0.46%	51

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 $3.38T AUM 44.17% 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

Storgate's JPM Position: Q2 2026 in Review

Storgate increased its JPMorgan Chase (JPM) stake by 904% in Q2 2026, buying an estimated $4.87M and bringing the position to 17,433 shares worth $5.71M. The position accounts for 1.18% of the portfolio, ranked #8.

Storgate first reported a position in JPM in Q4 2025 and has held it in 3 quarters since. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Storgate held 17,433 shares of JPMorgan Chase worth $5.71M as of Q2 2026.
Storgate bought 15,696 JPMorgan Chase shares in Q2 2026, an estimated $4.87M.
JPMorgan Chase made up 1.18% of Storgate's portfolio in Q2 2026, its #8 holding.
Storgate first reported a position in JPMorgan Chase in Q4 2025 and has held it in 3 quarters since.
5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Storgate's 13F filing for Q2 2026, filed 12 Aug 2026.