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Warwick Investment Management’s JPMorgan Chase JPM Stock Holding History

Warwick Investment Management’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 		$1.36M Buy
4,169
+227
+6% +$70.5K 0.15% 56
2026
Q1 		$1.16M Sell
3,942
-26
-0.7% -$7.89K 0.17% 54
2025
Q4 		$1.28M Buy
3,968
+133
+3% +$41.2K 0.2% 50
2025
Q3 		$1.21M Buy
3,835
+319
+9% +$94.9K 0.21% 54
2025
Q2 		$1.02M Buy
3,516
+37
+1% +$9.44K 0.2% 50
2025
Q1 		$853K Buy
3,479
+376
+12% +$95.9K 0.18% 49
2024
Q4 		$744K Sell
3,103
-31
-1% -$7.22K 0.15% 50
2024
Q3 		$661K Buy
3,134
+86
+3% +$18.1K 0.16% 45
2024
Q2 		$616K Buy
3,048
+239
+9% +$46.7K 0.14% 53
2024
Q1 		$563K Buy
2,809
+832
+42% +$150K 0.13% 54
2023
Q4 		$336K Buy
1,977
+461
+30% +$69.9K 0.1% 56
2023
Q3 		$220K Buy
1,516
+1
+0.1% +$150 0.08% 59
2023
Q2 		$220K Buy
+1,515
New +$208K 0.09% 59
2022
Q4 		– Sell
-3,849
Closed -$402K – 93
2022
Q3 		$402K Buy
+3,849
New +$442K 0.24% 21
2022
Q1 		– Sell
-1,394
Closed -$221K – 58
2021
Q4 		$221K Buy
+1,394
New +$229K 0.11% 50

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

Warwick Investment Management's JPM Position: Q2 2026 in Review

Warwick Investment Management increased its JPMorgan Chase (JPM) stake by 5.8% in Q2 2026, buying an estimated $70.5K and bringing the position to 4,169 shares worth $1.36M. The position accounts for 0.15% of the portfolio, ranked #56.

Warwick Investment Management first reported a position in JPM in Q4 2021 and has held it in 15 quarters since. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Warwick Investment Management held 4,169 shares of JPMorgan Chase worth $1.36M as of Q2 2026.
  • Warwick Investment Management bought 227 JPMorgan Chase shares in Q2 2026, an estimated $70.5K.
  • JPMorgan Chase made up 0.15% of Warwick Investment Management's portfolio in Q2 2026, its #56 holding.
  • Warwick Investment Management first reported a position in JPMorgan Chase in Q4 2021 and has held it in 15 quarters since.
  • 5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Warwick Investment Management's 13F filing for Q2 2026, filed 31 Jul 2026.