XF
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XML Financial’s JPMorgan Chase JPM Stock Holding History

XML 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 		$13M Sell
39,600
-71
-0.2% -$22K 0.94% 24
2026
Q1 		$11.7M Sell
39,671
-1,283
-3% -$389K 0.94% 26
2025
Q4 		$13.2M Sell
40,954
-1,917
-4% -$594K 1.08% 20
2025
Q3 		$13.5M Sell
42,871
-1,500
-3% -$446K 1.1% 20
2025
Q2 		$12.9M Sell
44,371
-733
-2% -$187K 1.11% 19
2025
Q1 		$11.1M Sell
45,104
-432
-0.9% -$110K 1.03% 25
2024
Q4 		$10.9M Sell
45,536
-1,709
-4% -$398K 1% 23
2024
Q3 		$9.96M Sell
47,245
-2,019
-4% -$425K 0.92% 26
2024
Q2 		$9.96M Sell
49,264
-1,712
-3% -$335K 1% 24
2024
Q1 		$10.2M Sell
50,976
-8,132
-14% -$1.47M 1.05% 22
2023
Q4 		$10.1M Sell
59,108
-1,115
-2% -$169K 1.06% 23
2023
Q3 		$8.73M Buy
60,223
+251
+0.4% +$37.6K 1.05% 24
2023
Q2 		$8.72M Buy
59,972
+584
+1% +$80.3K 1.01% 26
2023
Q1 		$7.74M Sell
59,388
-823
-1% -$113K 0.94% 31
2022
Q4 		$8.07M Buy
60,211
+1,170
+2% +$148K 1.01% 27
2022
Q3 		$6.17M Buy
59,041
+38,086
+182% +$4.37M 0.86% 40
2022
Q2 		$2.36M Sell
20,955
-30,158
-59% -$3.74M 0.53% 45
2022
Q1 		$6.97M Buy
51,113
+5,408
+12% +$798K 0.83% 39
2021
Q4 		$7.24M Buy
45,705
+129
+0.3% +$21.2K 0.87% 30
2021
Q3 		$7.46M Buy
45,576
+29,395
+182% +$4.61M 1% 26
2021
Q2 		$2.52M Sell
16,181
-471
-3% -$74K 0.55% 46
2021
Q1 		$2.54M Buy
16,652
+108
+0.7% +$15.5K 0.62% 42
2020
Q4 		$2.1M Sell
16,544
-546
-3% -$61K 0.54% 47
2020
Q3 		$1.65M Buy
17,090
+5,257
+44% +$516K 0.51% 49
2020
Q2 		$1.11M Sell
11,833
-237
-2% -$22.5K 0.39% 63
2020
Q1 		$1.09M Sell
12,070
-978
-7% -$119K 0.47% 56
2019
Q4 		$1.82M Buy
+13,048
New +$1.67M 0.66% 37

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

XML Financial's JPM Position: Q2 2026 in Review

XML Financial reduced its JPMorgan Chase (JPM) stake by 0.18% in Q2 2026, selling an estimated $22K and leaving 39,600 shares worth $13M. The position accounts for 0.94% of the portfolio, ranked #24.

XML Financial first reported a position in JPM in Q4 2019 and has held it in 27 quarters since. The position peaked at $13.5M in Q3 2025. 5,110 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • XML Financial held 39,600 shares of JPMorgan Chase worth $13M as of Q2 2026.
  • XML Financial sold 71 JPMorgan Chase shares in Q2 2026, an estimated $22K.
  • JPMorgan Chase made up 0.94% of XML Financial's portfolio in Q2 2026, its #24 holding.
  • XML Financial first reported a position in JPMorgan Chase in Q4 2019 and has held it in 27 quarters since.
  • XML Financial's JPMorgan Chase position peaked at $13.5M in Q3 2025.
  • 5,110 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

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