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Warner Group’s JPMorgan Chase JPM Stock Holding History

Warner Group’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 		$2.17M Buy
6,623
+5,191
+363% +$1.61M 0.53% 31
2026
Q1 		$421K Buy
1,432
+288
+25% +$87.4K 0.28% 49
2025
Q4 		$369K Buy
+1,144
New +$354K 0.23% 54

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

Warner Group's JPM Position: Q2 2026 in Review

Warner Group increased its JPMorgan Chase (JPM) stake by 363% in Q2 2026, buying an estimated $1.61M and bringing the position to 6,623 shares worth $2.17M. The position accounts for 0.53% of the portfolio, ranked #31.

Warner Group first reported a position in JPM in Q4 2025 and has held it in 3 quarters since. 1,930 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Warner Group held 6,623 shares of JPMorgan Chase worth $2.17M as of Q2 2026.
  • Warner Group bought 5,191 JPMorgan Chase shares in Q2 2026, an estimated $1.61M.
  • JPMorgan Chase made up 0.53% of Warner Group's portfolio in Q2 2026, its #31 holding.
  • Warner Group first reported a position in JPMorgan Chase in Q4 2025 and has held it in 3 quarters since.
  • 1,930 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Warner Group's 13F filing for Q2 2026, filed 27 Jul 2026.