Back to YOUSIF CAPITAL MANAGEMENT, LLC YOUSIF CAPITAL MANAGEMENT, LLC

JPMJPM
19 quarters

Position history for YOUSIF CAPITAL MANAGEMENT, LLCYOUSIF CAPITAL MANAGEMENT, LLC's holdings in JPMORGAN CHASE & CO

YOUSIF CAPITAL MANAGEMENT, LLC holds 293,651 shares of JPM (JPMORGAN CHASE & CO), worth $96.1M as of 2026-Q2. The position was decreased (-6.7% shares). JPM represents 1.1% of YOUSIF CAPITAL MANAGEMENT, LLC's portfolio.

Current Value

$96.1M

Current Shares

293,651

Total Value Change

+$16.9M

Total Shares Change

-206,468

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
293,651
-6.7%
$96.1M1.1%$325.86
0
2026-Q1
Decreased
314,837
-5.4%
$92.6M1.1%$300.26
0
2025-Q4
Decreased
332,771
-5.5%
$100.7M1.1%$321.97
0
2025-Q3
Decreased
351,960
-6.1%
$111M1.2%$312.75
0
2025-Q2
Decreased
374,921
-1.9%
$108.7M1.2%$283.07
0
2025-Q1
Decreased
381,982
-1.9%
$93.7M1.1%$237.97
0
2024-Q4
Decreased
389,581
-4.9%
$93.4M1.0%$233.31
0
2024-Q3
Decreased
409,497
-2.3%
$86.3M0.9%$203.96
0
2024-Q2
Decreased
419,005
-2.7%
$84.7M1.0%$194.90
0
2024-Q1
Decreased
430,551
-1.1%
$86.2M1.0%$191.89
0
2023-Q4
Decreased
435,106
-4.4%
$74M0.9%$161.96
0
2023-Q3
Decreased
455,010
-4.3%
$66M0.8%$137.07
0
2023-Q2
Increased
475,331
+0.1%
$69.1M0.8%$134.64
42
2023-Q1
Decreased
474,980
-5.0%
$61.9M0.8%$119.92
0
2022-Q4
Increased
499,813
+3.4%
$67M0.9%$123.99
43
2022-Q3
Decreased
483,564
-1.6%
$50.5M0.7%$97.28
0
2022-Q2
Decreased
491,256
-2.9%
$55.3M0.7%$104.73
0
2022-Q1
Increased
505,941
+1.2%
$69M0.7%$126.72
42
2021-Q4
New
500,119
-
$79.2M0.8%$142.04
58

Other major holders of JPM: BNP PARIBAS FINANCIAL MARKETS, VANGUARD GROUP INC, BlackRock, Inc.

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