Yarbrough Capital’s JPMorgan Chase JPM Stock Holding History

Yarbrough Capital’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	$32M	Hold	97,875	–	–	0.96%	19
2026 Q1	$28.8M	Hold	97,875	–	–	1.01%	18
2025 Q4	$31.5M	Hold	97,875	–	–	0.98%	16
2025 Q3	$30.9M	Hold	97,875	–	–	0.96%	18
2025 Q2	$28.4M	Hold	97,875	–	–	1.01%	17
2025 Q1	$24M	Hold	97,875	–	–	1.03%	18
2024 Q4	$23.5M	Hold	97,875	–	–	0.9%	19
2024 Q3	$20.6M	Hold	97,875	–	–	0.84%	18
2024 Q2	$19.8M	Hold	97,875	–	–	0.82%	19
2024 Q1	$19.6M	Hold	97,875	–	–	0.85%	19
2023 Q4	$16.6M	Hold	97,875	–	–	0.87%	20
2023 Q3	$14.2M	Hold	97,875	–	–	0.83%	21
2023 Q2	$14.2M	Hold	97,875	–	–	0.81%	21
2023 Q1	$12.8M	Hold	97,875	–	–	1.04%	21
2022 Q4	$13.1M	Hold	97,875	–	–	1.04%	21
2022 Q3	$10.2M	Hold	97,875	–	–	0.82%	21
2022 Q2	$11M	Sell	97,875 -2	-0%	-$248	0.83%	23
2022 Q1	$13.3M	Buy	97,877 +2	+0%	+$295	0.76%	21
2021 Q4	$15.5M	Buy	+97,875	New	+$16.1M	0.83%	19

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

Yarbrough Capital's JPM Position: Q2 2026 in Review

Yarbrough Capital held its JPMorgan Chase (JPM) position steady in Q2 2026 at 97,875 shares worth $32M. The position accounts for 0.96% of the portfolio, ranked #19.

Yarbrough Capital first reported a position in JPM in Q4 2021 and has held it in 19 quarters since. 5,143 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Yarbrough Capital held 97,875 shares of JPMorgan Chase worth $32M as of Q2 2026.
Yarbrough Capital left its JPMorgan Chase share count unchanged in Q2 2026.
JPMorgan Chase made up 0.96% of Yarbrough Capital's portfolio in Q2 2026, its #19 holding.
Yarbrough Capital first reported a position in JPMorgan Chase in Q4 2021 and has held it in 19 quarters since.
5,143 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Yarbrough Capital's 13F filing for Q2 2026, filed 11 Aug 2026.