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Whelan Financial’s JPMorgan Chase JPM Stock Holding History

Whelan 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 		$1.55M Buy
4,729
+607
+15% +$189K 0.42% 29
2026
Q1 		$1.21M Buy
4,122
+20
+0.5% +$6.07K 0.38% 30
2025
Q4 		$1.32M Sell
4,102
-520
-11% -$161K 0.41% 30
2025
Q3 		$1.46M Buy
4,622
+1,146
+33% +$341K 0.46% 24
2025
Q2 		$1.01M Buy
3,476
+8
+0.2% +$2.04K 0.36% 25
2025
Q1 		$851K Buy
3,468
+192
+6% +$48.9K 0.33% 23
2024
Q4 		$785K Buy
3,276
+7
+0.2% +$1.63K 0.31% 21
2024
Q3 		$689K Buy
3,269
+70
+2% +$14.7K 0.28% 20
2024
Q2 		$647K Buy
3,199
+97
+3% +$19K 0.29% 20
2024
Q1 		$621K Buy
3,102
+410
+15% +$74K 0.28% 20
2023
Q4 		$458K Sell
2,692
-70
-3% -$10.6K 0.21% 24
2023
Q3 		$401K Buy
2,762
+265
+11% +$39.7K 0.21% 24
2023
Q2 		$363K Buy
2,497
+104
+4% +$14.3K 0.19% 23
2023
Q1 		$312K Buy
2,393
+4
+0.2% +$548 0.17% 25
2022
Q4 		$320K Buy
2,389
+4
+0.2% +$507 0.19% 22
2022
Q3 		$249K Buy
+2,385
New +$274K 0.17% 22

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

Whelan Financial's JPM Position: Q2 2026 in Review

Whelan Financial increased its JPMorgan Chase (JPM) stake by 15% in Q2 2026, buying an estimated $189K and bringing the position to 4,729 shares worth $1.55M. The position accounts for 0.42% of the portfolio, ranked #29.

Whelan Financial first reported a position in JPM in Q3 2022 and has held it in 16 quarters since. 2,568 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Whelan Financial held 4,729 shares of JPMorgan Chase worth $1.55M as of Q2 2026.
  • Whelan Financial bought 607 JPMorgan Chase shares in Q2 2026, an estimated $189K.
  • JPMorgan Chase made up 0.42% of Whelan Financial's portfolio in Q2 2026, its #29 holding.
  • Whelan Financial first reported a position in JPMorgan Chase in Q3 2022 and has held it in 16 quarters since.
  • 2,568 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Whelan Financial's 13F filing for Q2 2026, filed 24 Jul 2026.