von Borstel & Associates’s JPMorgan Chase JPM Stock Holding History

von Borstel & Associates’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	$1.22M	Buy	3,732 +26	+0.7%	+$8.07K	0.25%	19
2026 Q1	$1.09M	Buy	3,706 +40	+1%	+$12.1K	0.25%	18
2025 Q4	$1.18M	Sell	3,666 -4,464	-55%	-$1.38M	0.28%	16
2025 Q3	$2.58M	Buy	8,130 +4,464	+122%	+$1.33M	0.39%	37
2025 Q2	$1.08M	Buy	3,666 +33	+0.9%	+$8.42K	0.28%	14
2025 Q1	$891K	Sell	3,633 -33	-0.9%	-$8.41K	0.27%	17
2024 Q4	$878K	Buy	3,666 +33	+0.9%	+$7.69K	0.34%	18
2024 Q3	$766K	Buy	+3,633	New	+$765K	0.43%	18

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

von Borstel & Associates's JPM Position: Q2 2026 in Review

von Borstel & Associates increased its JPMorgan Chase (JPM) stake by 0.7% in Q2 2026, buying an estimated $8.07K and bringing the position to 3,732 shares worth $1.22M. The position accounts for 0.25% of the portfolio, ranked #19.

von Borstel & Associates first reported a position in JPM in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.58M in Q3 2025. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

von Borstel & Associates held 3,732 shares of JPMorgan Chase worth $1.22M as of Q2 2026.
von Borstel & Associates bought 26 JPMorgan Chase shares in Q2 2026, an estimated $8.07K.
JPMorgan Chase made up 0.25% of von Borstel & Associates's portfolio in Q2 2026, its #19 holding.
von Borstel & Associates first reported a position in JPMorgan Chase in Q3 2024 and has held it in 8 quarters since.
von Borstel & Associates's JPMorgan Chase position peaked at $2.58M in Q3 2025.
5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on von Borstel & Associates's 13F filing for Q2 2026, filed 13 Aug 2026.