Winmill & Co’s JPMorgan Chase JPM Stock Holding History

Winmill & Co’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	$2.23M	Hold	6,800	–	–	0.49%	28
2026 Q1	$2M	Hold	6,800	–	–	0.58%	32
2025 Q4	$2.19M	Hold	6,800	–	–	0.58%	26
2025 Q3	$2.14M	Hold	6,800	–	–	0.52%	32
2025 Q2	$1.97M	Hold	6,800	–	–	0.55%	33
2025 Q1	$1.67M	Hold	6,800	–	–	0.51%	34
2024 Q4	$1.63M	Hold	6,800	–	–	0.53%	32
2024 Q3	$1.43M	Hold	6,800	–	–	0.48%	32
2024 Q2	$1.38M	Hold	6,800	–	–	0.47%	35
2024 Q1	$1.36M	Hold	6,800	–	–	0.39%	40
2023 Q4	$1.16M	Hold	6,800	–	–	0.37%	43
2023 Q3	$986K	Hold	6,800	–	–	0.36%	46
2023 Q2	$989K	Hold	6,800	–	–	0.35%	47
2023 Q1	$886K	Hold	6,800	–	–	0.33%	49
2022 Q4	$912K	Hold	6,800	–	–	0.33%	51
2022 Q3	$711K	Hold	6,800	–	–	0.28%	53
2022 Q2	$766K	Hold	6,800	–	–	0.28%	56
2022 Q1	$927K	Hold	6,800	–	–	0.28%	57
2021 Q4	$1.08M	Hold	6,800	–	–	0.31%	58
2021 Q3	$1.11M	Hold	6,800	–	–	0.36%	59
2021 Q2	$1.06M	Hold	6,800	–	–	0.38%	57
2021 Q1	$1.03M	Hold	6,800	–	–	0.38%	59
2020 Q4	$864K	Hold	6,800	–	–	0.34%	69
2020 Q3	$655K	Hold	6,800	–	–	0.27%	75
2020 Q2	$640K	Hold	6,800	–	–	0.26%	83
2020 Q1	$612K	Hold	6,800	–	–	0.33%	79
2019 Q4	$948K	Hold	6,800	–	–	0.32%	87
2019 Q3	$800K	Buy	+6,800	New	+$769K	0.34%	83

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 $3.38T AUM 44.17% 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

Winmill & Co's JPM Position: Q2 2026 in Review

Winmill & Co held its JPMorgan Chase (JPM) position steady in Q2 2026 at 6,800 shares worth $2.23M. The position accounts for 0.49% of the portfolio, ranked #28.

Winmill & Co first reported a position in JPM in Q3 2019 and has held it in 28 quarters since. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Winmill & Co held 6,800 shares of JPMorgan Chase worth $2.23M as of Q2 2026.
Winmill & Co left its JPMorgan Chase share count unchanged in Q2 2026.
JPMorgan Chase made up 0.49% of Winmill & Co's portfolio in Q2 2026, its #28 holding.
Winmill & Co first reported a position in JPMorgan Chase in Q3 2019 and has held it in 28 quarters since.
5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Winmill & Co's 13F filing for Q2 2026, filed 13 Aug 2026.