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Zhang Financial’s JPMorgan Chase JPM Stock Holding History

Zhang Financial’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 		$9.09M Buy
27,780
+597
+2% +$185K 0.27% 58
2026
Q1 		$8M Buy
27,183
+6,020
+28% +$1.83M 0.28% 54
2025
Q4 		$6.82M Buy
21,163
+1,195
+6% +$370K 0.25% 53
2025
Q3 		$6.3M Buy
19,968
+526
+3% +$156K 0.26% 52
2025
Q2 		$5.64M Buy
19,442
+6
+0% +$1.53K 0.26% 52
2025
Q1 		$4.77M Buy
19,436
+7,067
+57% +$1.8M 0.25% 54
2024
Q4 		$2.96M Buy
12,369
+1,622
+15% +$378K 0.17% 74
2024
Q3 		$2.27M Sell
10,747
-643
-6% -$135K 0.14% 84
2024
Q2 		$2.3M Buy
11,390
+293
+3% +$57.3K 0.16% 81
2024
Q1 		$2.22M Buy
11,097
+362
+3% +$65.3K 0.16% 78
2023
Q4 		$1.83M Buy
10,735
+1,301
+14% +$197K 0.16% 81
2023
Q3 		$1.37M Buy
9,434
+70
+0.7% +$10.5K 0.14% 92
2023
Q2 		$1.37M Buy
9,364
+1,452
+18% +$200K 0.14% 87
2023
Q1 		$1.03M Sell
7,912
-1,150
-13% -$158K 0.12% 109
2022
Q4 		$1.22M Buy
9,062
+5,657
+166% +$717K 0.16% 83
2022
Q3 		$356K Sell
3,405
-1,381
-29% -$158K 0.05% 158
2022
Q2 		$539K Buy
4,786
+411
+9% +$50.9K 0.09% 125
2022
Q1 		$596K Buy
4,375
+1,222
+39% +$180K 0.1% 119
2021
Q4 		$500K Buy
3,153
+217
+7% +$35.6K 0.09% 121
2021
Q3 		$481K Buy
2,936
+1,280
+77% +$201K 0.11% 98
2021
Q2 		$258K Buy
+1,656
New +$260K 0.06% 119
2020
Q1 		– Sell
-1,938
Closed -$270K – 100
2019
Q4 		$270K Buy
+1,938
New +$249K 0.1% 81
2019
Q3 		– Sell
-8,153
Closed -$912K – 90
2019
Q2 		$912K Buy
+8,153
New +$899K 0.38% 36

Other funds holding JPM

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
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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Zhang Financial's JPM Position: Q2 2026 in Review

Zhang Financial increased its JPMorgan Chase (JPM) stake by 2.2% in Q2 2026, buying an estimated $185K and bringing the position to 27,780 shares worth $9.09M. The position accounts for 0.27% of the portfolio, ranked #58.

Zhang Financial first reported a position in JPM in Q2 2019 and has held it in 23 quarters since. 3,037 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Zhang Financial held 27,780 shares of JPMorgan Chase worth $9.09M as of Q2 2026.
  • Zhang Financial bought 597 JPMorgan Chase shares in Q2 2026, an estimated $185K.
  • JPMorgan Chase made up 0.27% of Zhang Financial's portfolio in Q2 2026, its #58 holding.
  • Zhang Financial first reported a position in JPMorgan Chase in Q2 2019 and has held it in 23 quarters since.
  • 3,037 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Zhang Financial's 13F filing for Q2 2026, filed 30 Jul 2026.