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Valued Retirements’s JPMorgan Chase JPM Stock Holding History

Valued Retirements’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 		$432K Hold
1,319
– – 0.39% 54
2026
Q1 		$388K Hold
1,319
– – 0.38% 59
2025
Q4 		$425K Hold
1,319
– – 0.42% 58
2025
Q3 		$382K Hold
1,319
– – 0.43% 58
2025
Q2 		$382K Sell
1,319
-57
-4% -$14.5K 0.43% 58
2025
Q1 		$338K Buy
1,376
+85
+7% +$21.7K 0.44% 55
2024
Q4 		$310K Hold
1,291
– – 0.42% 54
2024
Q3 		$272K Buy
1,291
+95
+8% +$20K 0.38% 60
2024
Q2 		$242K Hold
1,196
– – 0.37% 57
2024
Q1 		$240K Hold
1,196
– – 0.38% 58
2023
Q4 		$203K Buy
+1,196
New +$181K 0.35% 64

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

Valued Retirements's JPM Position: Q2 2026 in Review

Valued Retirements held its JPMorgan Chase (JPM) position steady in Q2 2026 at 1,319 shares worth $432K. The position accounts for 0.39% of the portfolio, ranked #54.

Valued Retirements first reported a position in JPM in Q4 2023 and has held it in 11 quarters since. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Valued Retirements held 1,319 shares of JPMorgan Chase worth $432K as of Q2 2026.
  • Valued Retirements left its JPMorgan Chase share count unchanged in Q2 2026.
  • JPMorgan Chase made up 0.39% of Valued Retirements's portfolio in Q2 2026, its #54 holding.
  • Valued Retirements first reported a position in JPMorgan Chase in Q4 2023 and has held it in 11 quarters since.
  • 5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Valued Retirements's 13F filing for Q2 2026, filed 13 Aug 2026.