Winter & Associates’s JPMorgan Chase JPM Stock Holding History

Winter & Associates’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	$408K	Hold	1,245	–	–	0.31%	47
2026 Q1	$368K	Sell	1,245 -40	-3%	-$12.1K	0.32%	56
2025 Q4	$414K	Buy	+1,285	New	+$398K	0.38%	52

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

Winter & Associates's JPM Position: Q2 2026 in Review

Winter & Associates held its JPMorgan Chase (JPM) position steady in Q2 2026 at 1,245 shares worth $408K. The position accounts for 0.31% of the portfolio, ranked #47.

Winter & Associates first reported a position in JPM in Q4 2025 and has held it in 3 quarters since. The position peaked at $414K in Q4 2025. 5,123 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Winter & Associates held 1,245 shares of JPMorgan Chase worth $408K as of Q2 2026.
Winter & Associates left its JPMorgan Chase share count unchanged in Q2 2026.
JPMorgan Chase made up 0.31% of Winter & Associates's portfolio in Q2 2026, its #47 holding.
Winter & Associates first reported a position in JPMorgan Chase in Q4 2025 and has held it in 3 quarters since.
Winter & Associates's JPMorgan Chase position peaked at $414K in Q4 2025.
5,123 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Winter & Associates's 13F filing for Q2 2026, filed 9 Jul 2026.