Weiss Asset Management’s JPMorgan Chase JPM Stock Holding History

Weiss Asset 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	–	Sell	-7,670	Closed	-$2.26M	–	743
2026 Q1	$2.26M	Buy	+7,670	New	+$2.33M	0.04%	253
2025 Q4	–	Sell	-19,757	Closed	-$6.23M	–	728
2025 Q3	$6.23M	Buy	+19,757	New	+$5.88M	0.07%	133
2024 Q4	–	Sell	-19,965	Closed	-$4.21M	–	751
2024 Q3	$4.21M	Buy	+19,965	New	+$4.21M	0.09%	222
2024 Q2	–	Sell	-126,217	Closed	-$25.3M	–	354
2024 Q1	$25.3M	Buy	+126,217	New	+$22.8M	0.87%	30

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

Weiss Asset Management's JPM Position: Q2 2026 in Review

Weiss Asset Management sold out of JPMorgan Chase (JPM) in Q2 2026, closing a stake of 7,670 shares — an estimated $2.26M sold.

Weiss Asset Management first reported a position in JPM in Q1 2024 and held it in 4 quarters. The position peaked at $25.3M in Q1 2024. 5,123 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Weiss Asset Management reported no remaining JPMorgan Chase position as of Q2 2026 after selling out during the quarter.
Weiss Asset Management sold 7,670 JPMorgan Chase shares in Q2 2026, an estimated $2.26M.
Weiss Asset Management first reported a position in JPMorgan Chase in Q1 2024 and held it in 4 quarters.
Weiss Asset Management's JPMorgan Chase position peaked at $25.3M in Q1 2024.
5,123 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Weiss Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.