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Xponance’s JPMorgan Chase JPM Stock Holding History

Xponance’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 		$162M Buy
495,998
+5,504
+1% +$1.71M 1% 14
2026
Q1 		$144M Buy
490,494
+72,470
+17% +$22M 1.03% 12
2025
Q4 		$135M Buy
418,024
+18,219
+5% +$5.64M 1.01% 12
2025
Q3 		$126M Sell
399,805
-27,228
-6% -$8.1M 1% 13
2025
Q2 		$124M Buy
427,033
+10,498
+3% +$2.68M 1.03% 13
2025
Q1 		$102M Sell
416,535
-624
-0.1% -$159K 0.99% 15
2024
Q4 		$100M Buy
417,159
+3,608
+0.9% +$840K 0.91% 15
2024
Q3 		$87.2M Sell
413,551
-2,351
-0.6% -$495K 0.84% 16
2024
Q2 		$84.1M Sell
415,902
-32,301
-7% -$6.31M 0.86% 15
2024
Q1 		$89.8M Buy
448,203
+27,127
+6% +$4.89M 0.94% 16
2023
Q4 		$71.6M Buy
421,076
+37,990
+10% +$5.76M 0.86% 16
2023
Q3 		$55.6M Buy
383,086
+12,317
+3% +$1.85M 0.76% 19
2023
Q2 		$53.9M Sell
370,769
-19,114
-5% -$2.63M 0.72% 18
2023
Q1 		$50.8M Buy
389,883
+11,004
+3% +$1.51M 0.74% 22
2022
Q4 		$50.8M Buy
378,879
+61,946
+20% +$7.85M 0.82% 19
2022
Q3 		$33.1M Buy
316,933
+69,554
+28% +$7.98M 0.64% 24
2022
Q2 		$27.9M Buy
247,379
+10,083
+4% +$1.25M 0.56% 27
2022
Q1 		$32.3M Sell
237,296
-15,771
-6% -$2.33M 0.54% 26
2021
Q4 		$40.1M Buy
253,067
+38,808
+18% +$6.37M 0.63% 23
2021
Q3 		$35.1M Sell
214,259
-16,929
-7% -$2.65M 0.67% 18
2021
Q2 		$36M Buy
231,188
+14,584
+7% +$2.29M 0.66% 17
2021
Q1 		$33M Sell
216,604
-816
-0.4% -$117K 0.7% 21
2020
Q4 		$27.6M Buy
217,420
+5,006
+2% +$560K 0.6% 28
2020
Q3 		$20.4M Buy
212,414
+1,754
+0.8% +$172K 0.5% 36
2020
Q2 		$19.8M Buy
+210,660
New +$20M 0.51% 31

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

Xponance's JPM Position: Q2 2026 in Review

Xponance increased its JPMorgan Chase (JPM) stake by 1.1% in Q2 2026, buying an estimated $1.71M and bringing the position to 495,998 shares worth $162M. The position accounts for 1% of the portfolio, ranked #14.

Xponance first reported a position in JPM in Q2 2020 and has held it in 25 quarters since. 5,129 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Xponance held 495,998 shares of JPMorgan Chase worth $162M as of Q2 2026.
  • Xponance bought 5,504 JPMorgan Chase shares in Q2 2026, an estimated $1.71M.
  • JPMorgan Chase made up 1% of Xponance's portfolio in Q2 2026, its #14 holding.
  • Xponance first reported a position in JPMorgan Chase in Q2 2020 and has held it in 25 quarters since.
  • 5,129 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Xponance's 13F filing for Q2 2026, filed 10 Aug 2026.