Theory Financial’s JPMorgan Chase JPM Stock Holding History

Theory Financial’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	$307K	Hold	939	–	–	0.1%	86
2026 Q1	$276K	Hold	939	–	–	0.1%	86
2025 Q4	$283K	Buy	939 +4	+0.4%	+$1.24K	0.1%	89
2025 Q3	$283K	Hold	935	–	–	0.1%	83
2025 Q2	$277K	Buy	935 +10	+1%	+$2.55K	0.11%	74
2025 Q1	$227K	Hold	925	–	–	0.1%	75
2024 Q4	$222K	Buy	+925	New	+$215K	0.09%	73

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 $3.37T AUM 44.26% 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

Theory Financial's JPM Position: Q2 2026 in Review

Theory Financial held its JPMorgan Chase (JPM) position steady in Q2 2026 at 939 shares worth $307K. The position accounts for 0.1% of the portfolio, ranked #86.

Theory Financial first reported a position in JPM in Q4 2024 and has held it in 7 quarters since. 5,140 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Theory Financial held 939 shares of JPMorgan Chase worth $307K as of Q2 2026.
Theory Financial left its JPMorgan Chase share count unchanged in Q2 2026.
JPMorgan Chase made up 0.1% of Theory Financial's portfolio in Q2 2026, its #86 holding.
Theory Financial first reported a position in JPMorgan Chase in Q4 2024 and has held it in 7 quarters since.
5,140 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Theory Financial's 13F filing for Q2 2026, filed 31 Jul 2026.