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3Chopt Investment Partners’s JPMorgan Chase JPM Stock Holding History

3Chopt Investment Partners’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 		$5.49M Sell
16,776
-842
-5% -$261K 1.03% 20
2026
Q1 		$5.18M Sell
17,618
-244
-1% -$74K 1.19% 16
2025
Q4 		$5.76M Sell
17,862
-71
-0.4% -$22K 1.29% 14
2025
Q3 		$5.66M Sell
17,933
-60
-0.3% -$17.8K 1.29% 13
2025
Q2 		$5.22M Sell
17,993
-75
-0.4% -$19.1K 1.25% 14
2025
Q1 		$4.43M Buy
18,068
+638
+4% +$163K 1.16% 16
2024
Q4 		$4.18M Buy
17,430
+69
+0.4% +$16.1K 1.44% 13
2024
Q3 		$3.66M Sell
17,361
-5
-0% -$1.05K 1.31% 20
2024
Q2 		$3.51M Buy
17,366
+69
+0.4% +$13.5K 1.07% 17
2024
Q1 		$3.46M Buy
17,297
+40
+0.2% +$7.22K 1.42% 15
2023
Q4 		$2.94M Buy
17,257
+97
+0.6% +$14.7K 1.08% 16
2023
Q3 		$2.49M Buy
17,160
+622
+4% +$93.2K 1.47% 19
2023
Q2 		$2.41M Buy
16,538
+11
+0.1% +$1.51K 1.2% 21
2023
Q1 		$2.15M Buy
16,527
+1,402
+9% +$192K 1.15% 28
2022
Q4 		$2.03M Buy
+15,125
New +$1.92M 1.11% 28

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

3Chopt Investment Partners's JPM Position: Q2 2026 in Review

3Chopt Investment Partners reduced its JPMorgan Chase (JPM) stake by 4.8% in Q2 2026, selling an estimated $261K and leaving 16,776 shares worth $5.49M. The position accounts for 1.03% of the portfolio, ranked #20.

3Chopt Investment Partners first reported a position in JPM in Q4 2022 and has held it in 15 quarters since. The position peaked at $5.76M in Q4 2025. 5,125 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • 3Chopt Investment Partners held 16,776 shares of JPMorgan Chase worth $5.49M as of Q2 2026.
  • 3Chopt Investment Partners sold 842 JPMorgan Chase shares in Q2 2026, an estimated $261K.
  • JPMorgan Chase made up 1.03% of 3Chopt Investment Partners's portfolio in Q2 2026, its #20 holding.
  • 3Chopt Investment Partners first reported a position in JPMorgan Chase in Q4 2022 and has held it in 15 quarters since.
  • 3Chopt Investment Partners's JPMorgan Chase position peaked at $5.76M in Q4 2025.
  • 5,125 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on 3Chopt Investment Partners's 13F filing for Q2 2026, filed 29 Jul 2026.