SIM
JPM icon

Studio Investment Management’s JPMorgan Chase JPM Stock Holding History

Studio 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 		$6.79M Sell
20,738
-243
-1% -$75.5K 1.15% 20
2026
Q1 		$6.17M Sell
20,981
-188
-0.9% -$57.1K 1.11% 22
2025
Q4 		$6.82M Sell
21,169
-370
-2% -$115K 1.25% 18
2025
Q3 		$6.79M Sell
21,539
-377
-2% -$112K 1.28% 17
2025
Q2 		$6.35M Sell
21,916
-329
-1% -$84K 1.28% 18
2025
Q1 		$5.46M Sell
22,245
-679
-3% -$173K 1.13% 20
2024
Q4 		$5.5M Sell
22,924
-417
-2% -$97.1K 1.17% 21
2024
Q3 		$4.92M Sell
23,341
-677
-3% -$143K 1.03% 24
2024
Q2 		$4.86M Buy
24,018
+661
+3% +$129K 1.11% 24
2024
Q1 		$4.68M Sell
23,357
-1,300
-5% -$235K 1.11% 23
2023
Q4 		$4.19M Buy
24,657
+680
+3% +$103K 1.07% 28
2023
Q3 		$3.48M Buy
23,977
+1,206
+5% +$181K 0.97% 31
2023
Q2 		$3.31M Buy
22,771
+480
+2% +$66K 0.93% 29
2023
Q1 		$2.9M Sell
22,291
-814
-4% -$112K 0.88% 33
2022
Q4 		$3.1M Sell
23,105
-213
-0.9% -$27K 1% 32
2022
Q3 		$2.44M Buy
23,318
+2,683
+13% +$308K 0.88% 32
2022
Q2 		$2.32M Buy
20,635
+323
+2% +$40K 0.81% 36
2022
Q1 		$2.77M Buy
20,312
+664
+3% +$98K 0.91% 32
2021
Q4 		$3.11M Sell
19,648
-1,000
-5% -$164K 1.12% 25
2021
Q3 		$3.38M Buy
+20,648
New +$3.24M 1.44% 22

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

Studio Investment Management's JPM Position: Q2 2026 in Review

Studio Investment Management reduced its JPMorgan Chase (JPM) stake by 1.2% in Q2 2026, selling an estimated $75.5K and leaving 20,738 shares worth $6.79M. The position accounts for 1.15% of the portfolio, ranked #20.

Studio Investment Management first reported a position in JPM in Q3 2021 and has held it in 20 quarters since. The position peaked at $6.82M in Q4 2025. 5,125 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Studio Investment Management held 20,738 shares of JPMorgan Chase worth $6.79M as of Q2 2026.
  • Studio Investment Management sold 243 JPMorgan Chase shares in Q2 2026, an estimated $75.5K.
  • JPMorgan Chase made up 1.15% of Studio Investment Management's portfolio in Q2 2026, its #20 holding.
  • Studio Investment Management first reported a position in JPMorgan Chase in Q3 2021 and has held it in 20 quarters since.
  • Studio Investment Management's JPMorgan Chase position peaked at $6.82M in Q4 2025.
  • 5,125 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Studio Investment Management's 13F filing for Q2 2026, filed 31 Jul 2026.