Unconventional Investor’s JPMorgan Chase JPM Stock Holding History

Unconventional Investor’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	$298K	Hold	910	–	–	0.12%	42
2026 Q1	$268K	Sell	910 -1	-0.1%	-$303	0.13%	40
2025 Q4	$294K	Sell	911 -4	-0.4%	-$1.24K	0.14%	38
2025 Q3	$289K	Sell	915 -25	-3%	-$7.43K	0.14%	38
2025 Q2	$273K	Sell	940 -56	-6%	-$14.3K	0.15%	35
2025 Q1	$244K	Hold	996	–	–	0.14%	30
2024 Q4	$239K	Hold	996	–	–	0.14%	33
2024 Q3	$210K	Buy	+996	New	+$210K	0.13%	33

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 $3.38T AUM 44.17% 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

Unconventional Investor's JPM Position: Q2 2026 in Review

Unconventional Investor held its JPMorgan Chase (JPM) position steady in Q2 2026 at 910 shares worth $298K. The position accounts for 0.12% of the portfolio, ranked #42.

Unconventional Investor first reported a position in JPM in Q3 2024 and has held it in 8 quarters since. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Unconventional Investor held 910 shares of JPMorgan Chase worth $298K as of Q2 2026.
Unconventional Investor left its JPMorgan Chase share count unchanged in Q2 2026.
JPMorgan Chase made up 0.12% of Unconventional Investor's portfolio in Q2 2026, its #42 holding.
Unconventional Investor first reported a position in JPMorgan Chase in Q3 2024 and has held it in 8 quarters since.
5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Unconventional Investor's 13F filing for Q2 2026, filed 18 Aug 2026.