YDMI
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Y.D. More Investments’s JPMorgan Chase JPM Stock Holding History

Y.D. More Investments’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 		$6.07M Buy
18,561
+882
+5% +$274K 0.19% 50
2026
Q1 		$5.19M Buy
17,679
+9,711
+122% +$2.95M 0.2% 49
2025
Q4 		$2.57M Sell
7,968
-348
-4% -$108K 0.12% 74
2025
Q3 		$2.62M Sell
8,316
-596
-7% -$177K 0.15% 73
2025
Q2 		$2.58M Sell
8,912
-1,300
-13% -$332K 0.18% 71
2025
Q1 		$2.5M Buy
10,212
+612
+6% +$156K 0.22% 63
2024
Q4 		$2.3M Buy
9,600
+1,926
+25% +$449K 0.21% 67
2024
Q3 		$1.62M Sell
7,674
-5,493
-42% -$1.16M 0.17% 89
2024
Q2 		$2.66M Sell
13,167
-250
-2% -$48.9K 0.27% 58
2024
Q1 		$2.69M Sell
13,417
-864
-6% -$156K 0.48% 53
2023
Q4 		$2.43M Sell
14,281
-62
-0.4% -$9.4K 0.47% 50
2023
Q3 		$2.08M Sell
14,343
-190
-1% -$28.5K 0.4% 49
2023
Q2 		$2.11M Buy
14,533
+12,008
+476% +$1.65M 0.49% 37
2023
Q1 		$329K Buy
2,525
+490
+24% +$67.1K 0.07% 109
2022
Q4 		$271K Buy
+2,035
New +$258K 0.07% 141

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

Y.D. More Investments's JPM Position: Q2 2026 in Review

Y.D. More Investments increased its JPMorgan Chase (JPM) stake by 5% in Q2 2026, buying an estimated $274K and bringing the position to 18,561 shares worth $6.07M. The position accounts for 0.19% of the portfolio, ranked #50.

Y.D. More Investments first reported a position in JPM in Q4 2022 and has held it in 15 quarters since. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Y.D. More Investments held 18,561 shares of JPMorgan Chase worth $6.07M as of Q2 2026.
  • Y.D. More Investments bought 882 JPMorgan Chase shares in Q2 2026, an estimated $274K.
  • JPMorgan Chase made up 0.19% of Y.D. More Investments's portfolio in Q2 2026, its #50 holding.
  • Y.D. More Investments first reported a position in JPMorgan Chase in Q4 2022 and has held it in 15 quarters since.
  • 5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Y.D. More Investments's 13F filing for Q2 2026, filed 5 Aug 2026.