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Warner Financial’s JPMorgan Chase JPM Stock Holding History

Warner Financial’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 		$363K Buy
1,110
+4
+0.4% +$1.24K 0.11% 113
2026
Q1 		$325K Hold
1,106
– – 0.11% 107
2025
Q4 		$356K Hold
1,106
– – 0.12% 101
2025
Q3 		$349K Hold
1,106
– – 0.13% 98
2025
Q2 		$321K Hold
1,106
– – 0.13% 94
2025
Q1 		$271K Buy
+1,106
New +$282K 0.12% 100

Other funds holding JPM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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

Warner Financial's JPM Position: Q2 2026 in Review

Warner Financial increased its JPMorgan Chase (JPM) stake by 0.36% in Q2 2026, buying an estimated $1.24K and bringing the position to 1,110 shares worth $363K. The position accounts for 0.11% of the portfolio, ranked #113.

Warner Financial first reported a position in JPM in Q1 2025 and has held it in 6 quarters since. 2,581 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Warner Financial held 1,110 shares of JPMorgan Chase worth $363K as of Q2 2026.
  • Warner Financial bought 4 JPMorgan Chase shares in Q2 2026, an estimated $1.24K.
  • JPMorgan Chase made up 0.11% of Warner Financial's portfolio in Q2 2026, its #113 holding.
  • Warner Financial first reported a position in JPMorgan Chase in Q1 2025 and has held it in 6 quarters since.
  • 2,581 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Warner Financial's 13F filing for Q2 2026, filed 9 Jul 2026.