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Whitcomb & Hess’s JPMorgan Chase JPM Stock Holding History

Whitcomb & Hess’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 		$309K Buy
944
+4
+0.4% +$1.24K 0.07% 49
2026
Q1 		$276K Sell
940
-30
-3% -$9.11K 0.06% 52
2025
Q4 		$302K Sell
970
-6
-0.6% -$1.86K 0.07% 48
2025
Q3 		$308K Sell
976
-118
-11% -$35.1K 0.08% 47
2025
Q2 		$317K Sell
1,094
-196
-15% -$50K 0.09% 45
2025
Q1 		$317K Buy
1,290
+5
+0.4% +$1.27K 0.1% 42
2024
Q4 		$308K Sell
1,285
-62
-5% -$14.4K 0.1% 43
2024
Q3 		$284K Sell
1,347
-105
-7% -$22.1K 0.08% 45
2024
Q2 		$294K Sell
1,452
-1,099
-43% -$215K 0.09% 42
2024
Q1 		$511K Sell
2,551
-3,005
-54% -$542K 0.16% 31
2023
Q4 		$945K Sell
5,556
-97
-2% -$14.7K 0.32% 27
2023
Q3 		$820K Sell
5,653
-44
-0.8% -$6.6K 0.31% 26
2023
Q2 		$829K Buy
5,697
+6
+0.1% +$825 0.3% 27
2023
Q1 		$742K Buy
5,691
+5
+0.1% +$685 0.28% 27
2022
Q4 		$763K Sell
5,686
-42
-0.7% -$5.32K 0.3% 25
2022
Q3 		$599K Sell
5,728
-232
-4% -$26.6K 0.27% 22
2022
Q2 		$671K Sell
5,960
-234
-4% -$29K 0.29% 21
2022
Q1 		$844K Hold
6,194
– – 0.33% 19
2021
Q4 		$966K Buy
6,194
+183
+3% +$30.1K 0.38% 18
2021
Q3 		$984K Buy
6,011
+4
+0.1% +$627 0.42% 18
2021
Q2 		$934K Buy
+6,007
New +$943K 0.4% 18

Other funds holding JPM

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Whitcomb & Hess's JPM Position: Q2 2026 in Review

Whitcomb & Hess increased its JPMorgan Chase (JPM) stake by 0.43% in Q2 2026, buying an estimated $1.24K and bringing the position to 944 shares worth $309K. The position accounts for 0.07% of the portfolio, ranked #49.

Whitcomb & Hess first reported a position in JPM in Q2 2021 and has held it in 21 quarters since. The position peaked at $984K in Q3 2021. 3,233 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Whitcomb & Hess held 944 shares of JPMorgan Chase worth $309K as of Q2 2026.
  • Whitcomb & Hess bought 4 JPMorgan Chase shares in Q2 2026, an estimated $1.24K.
  • JPMorgan Chase made up 0.07% of Whitcomb & Hess's portfolio in Q2 2026, its #49 holding.
  • Whitcomb & Hess first reported a position in JPMorgan Chase in Q2 2021 and has held it in 21 quarters since.
  • Whitcomb & Hess's JPMorgan Chase position peaked at $984K in Q3 2021.
  • 3,233 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Whitcomb & Hess's 13F filing for Q2 2026, filed 8 Jul 2026.