Zevin Asset Management’s JPMorgan Chase JPM Stock Holding History

Zevin Asset 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	$314K	Sell	958 -29	-3%	-$9.01K	0.04%	82
2026 Q1	$290K	Sell	987 -64	-6%	-$19.4K	0.04%	82
2025 Q4	$339K	Sell	1,051 -171	-14%	-$52.9K	0.05%	78
2025 Q3	$385K	Buy	1,222 +125	+11%	+$37.2K	0.06%	69
2025 Q2	$318K	Buy	1,097 +47	+4%	+$12K	0.05%	68
2025 Q1	$258K	Sell	1,050 -462	-31%	-$118K	0.04%	73
2024 Q4	$362K	Sell	1,512 -166	-10%	-$38.7K	0.05%	63
2024 Q3	$354K	Buy	1,678 +10	+0.6%	+$2.11K	0.05%	62
2024 Q2	$337K	Sell	1,668 -281	-14%	-$54.9K	0.05%	60
2024 Q1	$390K	Sell	1,949 -355	-15%	-$64.1K	0.06%	59
2023 Q4	$392K	Buy	2,304 +205	+10%	+$31.1K	0.07%	62
2023 Q3	$304K	Buy	+2,099	New	+$315K	0.06%	68

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 $3.38T AUM 44.17% 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

Zevin Asset Management's JPM Position: Q2 2026 in Review

Zevin Asset Management reduced its JPMorgan Chase (JPM) stake by 2.9% in Q2 2026, selling an estimated $9.01K and leaving 958 shares worth $314K. The position accounts for 0.04% of the portfolio, ranked #82.

Zevin Asset Management first reported a position in JPM in Q3 2023 and has held it in 12 quarters since. The position peaked at $392K in Q4 2023. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Zevin Asset Management held 958 shares of JPMorgan Chase worth $314K as of Q2 2026.
Zevin Asset Management sold 29 JPMorgan Chase shares in Q2 2026, an estimated $9.01K.
JPMorgan Chase made up 0.04% of Zevin Asset Management's portfolio in Q2 2026, its #82 holding.
Zevin Asset Management first reported a position in JPMorgan Chase in Q3 2023 and has held it in 12 quarters since.
Zevin Asset Management's JPMorgan Chase position peaked at $392K in Q4 2023.
5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Zevin Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.