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Sweeney & Michel’s JPMorgan Chase JPM Stock Holding History

Sweeney & Michel’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 		$5.46M Sell
15,286
-1,850
-11% -$575K 1.44% 18
2026
Q1 		$5.38M Buy
17,136
+9
+0.1% +$2.73K 1.58% 18
2025
Q4 		$5.32M Sell
17,127
-752
-4% -$233K 1.57% 17
2025
Q3 		$5.38M Sell
17,879
-171
-0.9% -$50.9K 1.81% 14
2025
Q2 		$5.18M Sell
18,050
-186
-1% -$47.5K 1.84% 17
2025
Q1 		$3.95M Buy
+18,236
New +$4.65M 1.73% 18
2024
Q3 		$4.46M Sell
19,810
-1,352
-6% -$285K 1.76% 17
2024
Q2 		$4.39M Sell
21,162
-274
-1% -$53.6K 1.87% 16
2024
Q1 		$4.32M Buy
+21,436
New +$3.87M 1.91% 17
2023
Q3 		$3.12M Sell
21,530
-1,075
-5% -$161K 1.63% 18
2023
Q2 		$3.52M Sell
22,605
-319
-1% -$43.9K 1.81% 14
2023
Q1 		$3.19M Buy
+22,924
New +$3.14M 1.7% 15

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

Sweeney & Michel's JPM Position: Q2 2026 in Review

Sweeney & Michel reduced its JPMorgan Chase (JPM) stake by 11% in Q2 2026, selling an estimated $575K and leaving 15,286 shares worth $5.46M. The position accounts for 1.44% of the portfolio, ranked #18.

Sweeney & Michel first reported a position in JPM in Q1 2023 and has held it in 12 quarters since. 5,132 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Sweeney & Michel held 15,286 shares of JPMorgan Chase worth $5.46M as of Q2 2026.
  • Sweeney & Michel sold 1,850 JPMorgan Chase shares in Q2 2026, an estimated $575K.
  • JPMorgan Chase made up 1.44% of Sweeney & Michel's portfolio in Q2 2026, its #18 holding.
  • Sweeney & Michel first reported a position in JPMorgan Chase in Q1 2023 and has held it in 12 quarters since.
  • 5,132 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Sweeney & Michel's 13F filing for Q2 2026, filed 11 Aug 2026.