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Yousif Capital Management’s JPMorgan Chase JPM Stock Holding History

Yousif Capital Management’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 		$96.1M Sell
293,651
-21,186
-7% -$6.58M 1.08% 12
2026
Q1 		$92.6M Sell
314,837
-17,934
-5% -$5.44M 1.09% 12
2025
Q4 		$101M Sell
332,771
-19,189
-5% -$5.94M 1.1% 11
2025
Q3 		$111M Sell
351,960
-22,961
-6% -$6.83M 1.18% 11
2025
Q2 		$109M Sell
374,921
-7,061
-2% -$1.8M 1.17% 9
2025
Q1 		$93.7M Sell
381,982
-7,599
-2% -$1.94M 1.09% 9
2024
Q4 		$93.4M Sell
389,581
-19,916
-5% -$4.64M 1.03% 11
2024
Q3 		$86.3M Sell
409,497
-9,508
-2% -$2M 0.94% 11
2024
Q2 		$84.7M Sell
419,005
-11,546
-3% -$2.26M 0.96% 10
2024
Q1 		$86.2M Sell
430,551
-4,555
-1% -$822K 0.96% 9
2023
Q4 		$74M Sell
435,106
-19,904
-4% -$3.02M 0.87% 10
2023
Q3 		$66M Sell
455,010
-20,321
-4% -$3.05M 0.84% 11
2023
Q2 		$69.1M Buy
475,331
+351
+0.1% +$48.3K 0.84% 11
2023
Q1 		$61.9M Sell
474,980
-24,833
-5% -$3.4M 0.81% 11
2022
Q4 		$67M Buy
499,813
+16,249
+3% +$2.06M 0.88% 10
2022
Q3 		$50.5M Sell
483,564
-7,692
-2% -$883K 0.72% 13
2022
Q2 		$55.3M Sell
491,256
-14,685
-3% -$1.82M 0.73% 14
2022
Q1 		$69M Buy
505,941
+5,822
+1% +$859K 0.75% 12
2021
Q4 		$79.2M Buy
+500,119
New +$82.1M 0.82% 10

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Yousif Capital Management's JPM Position: Q2 2026 in Review

Yousif Capital Management reduced its JPMorgan Chase (JPM) stake by 6.7% in Q2 2026, selling an estimated $6.58M and leaving 293,651 shares worth $96.1M. The position accounts for 1.08% of the portfolio, ranked #12.

Yousif Capital Management first reported a position in JPM in Q4 2021 and has held it in 19 quarters since. The position peaked at $111M in Q3 2025. 1,241 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Yousif Capital Management held 293,651 shares of JPMorgan Chase worth $96.1M as of Q2 2026.
  • Yousif Capital Management sold 21,186 JPMorgan Chase shares in Q2 2026, an estimated $6.58M.
  • JPMorgan Chase made up 1.08% of Yousif Capital Management's portfolio in Q2 2026, its #12 holding.
  • Yousif Capital Management first reported a position in JPMorgan Chase in Q4 2021 and has held it in 19 quarters since.
  • Yousif Capital Management's JPMorgan Chase position peaked at $111M in Q3 2025.
  • 1,241 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Yousif Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.