Thurston Springer Miller Herd & Titak’s JPMorgan Chase JPM Stock Holding History

Thurston Springer Miller Herd & Titak’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	$2.64M	Buy	8,058 +1,872	+30%	+$581K	0.96%	17
2026 Q1	$1.82M	Sell	6,186 -1,455	-19%	-$442K	0.75%	19
2025 Q4	$2.46M	Buy	7,641 +6,875	+898%	+$2.13M	0.86%	18
2025 Q3	$242K	Sell	766 -20,164	-96%	-$6M	0.48%	58
2025 Q2	$6.07M	Sell	20,930 -4,635	-18%	-$1.18M	0.78%	17
2025 Q1	$6.27M	Buy	25,565 +14,182	+125%	+$3.62M	1.05%	11
2024 Q4	$2.73M	Buy	11,383 +3,033	+36%	+$706K	0.55%	37
2024 Q3	$1.76M	Buy	8,350 +1,366	+20%	+$288K	0.49%	47
2024 Q2	$1.41M	Buy	+6,984	New	+$1.37M	0.44%	53

Other funds holding JPM

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

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

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Thurston Springer Miller Herd & Titak's JPM Position: Q2 2026 in Review

Thurston Springer Miller Herd & Titak increased its JPMorgan Chase (JPM) stake by 30% in Q2 2026, buying an estimated $581K and bringing the position to 8,058 shares worth $2.64M. The position accounts for 0.96% of the portfolio, ranked #17.

Thurston Springer Miller Herd & Titak first reported a position in JPM in Q2 2024 and has held it in 9 quarters since. The position peaked at $6.27M in Q1 2025. 2,060 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Thurston Springer Miller Herd & Titak held 8,058 shares of JPMorgan Chase worth $2.64M as of Q2 2026.
Thurston Springer Miller Herd & Titak bought 1,872 JPMorgan Chase shares in Q2 2026, an estimated $581K.
JPMorgan Chase made up 0.96% of Thurston Springer Miller Herd & Titak's portfolio in Q2 2026, its #17 holding.
Thurston Springer Miller Herd & Titak first reported a position in JPMorgan Chase in Q2 2024 and has held it in 9 quarters since.
Thurston Springer Miller Herd & Titak's JPMorgan Chase position peaked at $6.27M in Q1 2025.
2,060 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Thurston Springer Miller Herd & Titak's 13F filing for Q2 2026, filed 8 Jul 2026.