Taylor Financial Group’s JPMorgan Chase JPM Stock Holding History

Taylor Financial Group’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	$1.37M	Hold	4,192	–	–	0.75%	33
2026 Q1	$1.23M	Hold	4,192	–	–	0.75%	33
2025 Q4	$1.35M	Hold	4,192	–	–	0.79%	31
2025 Q3	$1.32M	Hold	4,192	–	–	0.76%	30
2025 Q2	$1.22M	Hold	4,192	–	–	0.76%	31
2025 Q1	$1.03M	Buy	4,192 +151	+4%	+$38.5K	0.72%	33
2024 Q4	$969K	Hold	4,041	–	–	0.67%	34
2024 Q3	$852K	Hold	4,041	–	–	0.59%	41
2024 Q2	$817K	Hold	4,041	–	–	0.63%	39
2024 Q1	$809K	Sell	4,041 -190	-4%	-$34.3K	0.62%	41
2023 Q4	$720K	Buy	+4,231	New	+$641K	0.59%	45

Other funds holding JPM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Taylor Financial Group's JPM Position: Q2 2026 in Review

Taylor Financial Group held its JPMorgan Chase (JPM) position steady in Q2 2026 at 4,192 shares worth $1.37M. The position accounts for 0.75% of the portfolio, ranked #33.

Taylor Financial Group first reported a position in JPM in Q4 2023 and has held it in 11 quarters since. 2,436 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Taylor Financial Group held 4,192 shares of JPMorgan Chase worth $1.37M as of Q2 2026.
Taylor Financial Group left its JPMorgan Chase share count unchanged in Q2 2026.
JPMorgan Chase made up 0.75% of Taylor Financial Group's portfolio in Q2 2026, its #33 holding.
Taylor Financial Group first reported a position in JPMorgan Chase in Q4 2023 and has held it in 11 quarters since.
2,436 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Taylor Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.