T
JPM icon

Transce3nd’s JPMorgan Chase JPM Stock Holding History

Transce3nd’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 		$20.9K Sell
62
-3
-5% -$932 0.18% 70
2026
Q1 		$19.1K Hold
65
– – 0.17% 70
2025
Q4 		$19.5K Buy
65
+2
+3% +$619 0.16% 74
2025
Q3 		$12.7K Sell
63
-4,430
-99% -$1.32M 0.11% 64
2025
Q2 		$1.3M Buy
4,493
+724
+19% +$185K 0.55% 32
2025
Q1 		$924K Sell
3,769
-651
-15% -$166K 0.41% 40
2024
Q4 		$1.06M Buy
+4,420
New +$1.03M 0.36% 43

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

Transce3nd's JPM Position: Q2 2026 in Review

Transce3nd reduced its JPMorgan Chase (JPM) stake by 4.6% in Q2 2026, selling an estimated $932 and leaving 62 shares worth $20.9K. The position accounts for 0.18% of the portfolio, ranked #70.

Transce3nd first reported a position in JPM in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.3M in Q2 2025. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Transce3nd held 62 shares of JPMorgan Chase worth $20.9K as of Q2 2026.
  • Transce3nd sold 3 JPMorgan Chase shares in Q2 2026, an estimated $932.
  • JPMorgan Chase made up 0.18% of Transce3nd's portfolio in Q2 2026, its #70 holding.
  • Transce3nd first reported a position in JPMorgan Chase in Q4 2024 and has held it in 7 quarters since.
  • Transce3nd's JPMorgan Chase position peaked at $1.3M in Q2 2025.
  • 5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Transce3nd's 13F filing for Q2 2026, filed 24 Jul 2026.