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YANKCOM Partnership’s JPMorgan Chase JPM Stock Holding History

YANKCOM Partnership’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 		$4.61M Buy
14,080
+2,706
+24% +$840K 1.65% 12
2026
Q1 		$3.35M Buy
11,374
+403
+4% +$122K 1.38% 16
2025
Q4 		$3.54M Sell
10,971
-71
-0.6% -$22K 1.5% 14
2025
Q3 		$3.48M Sell
11,042
-74
-0.7% -$22K 1.57% 13
2025
Q2 		$3.22M Buy
11,116
+244
+2% +$62.3K 1.58% 12
2025
Q1 		$2.67M Sell
10,872
-1,552
-12% -$396K 1.47% 13
2024
Q4 		$2.98M Buy
+12,424
New +$2.89M 1.59% 12

Other funds holding JPM

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

YANKCOM Partnership's JPM Position: Q2 2026 in Review

YANKCOM Partnership increased its JPMorgan Chase (JPM) stake by 24% in Q2 2026, buying an estimated $840K and bringing the position to 14,080 shares worth $4.61M. The position accounts for 1.65% of the portfolio, ranked #12.

YANKCOM Partnership first reported a position in JPM in Q4 2024 and has held it in 7 quarters since. 3,258 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • YANKCOM Partnership held 14,080 shares of JPMorgan Chase worth $4.61M as of Q2 2026.
  • YANKCOM Partnership bought 2,706 JPMorgan Chase shares in Q2 2026, an estimated $840K.
  • JPMorgan Chase made up 1.65% of YANKCOM Partnership's portfolio in Q2 2026, its #12 holding.
  • YANKCOM Partnership first reported a position in JPMorgan Chase in Q4 2024 and has held it in 7 quarters since.
  • 3,258 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on YANKCOM Partnership's 13F filing for Q2 2026, filed 21 Jul 2026.