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Agate Pass Investment Management’s JPMorgan Chase JPM Stock Holding History

Agate Pass Investment 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 		$7.84M Sell
23,958
-2,513
-9% -$780K 2.89% 9
2026
Q1 		$7.79M Sell
26,471
-387
-1% -$117K 3.05% 8
2025
Q4 		$8.65M Sell
26,858
-266
-1% -$82.4K 3.22% 7
2025
Q3 		$8.56M Sell
27,124
-189
-0.7% -$56.2K 3.26% 8
2025
Q2 		$7.92M Sell
27,313
-286
-1% -$73K 3.25% 7
2025
Q1 		$6.77M Buy
27,599
+2,315
+9% +$590K 2.9% 8
2024
Q4 		$6.06M Buy
25,284
+6,034
+31% +$1.41M 2.74% 8
2024
Q3 		$4.06M Sell
19,250
-274
-1% -$57.7K 2.03% 10
2024
Q2 		$3.95M Sell
19,524
-527
-3% -$103K 2.1% 11
2024
Q1 		$4.02M Sell
20,051
-437
-2% -$78.9K 2.15% 11
2023
Q4 		$3.49M Buy
20,488
+586
+3% +$88.8K 2.02% 11
2023
Q3 		$2.89M Sell
19,902
-360
-2% -$54K 1.96% 13
2023
Q2 		$2.95M Buy
20,262
+793
+4% +$109K 1.79% 17
2023
Q1 		$2.54M Buy
19,469
+650
+3% +$89.1K 1.66% 19
2022
Q4 		$2.52M Buy
18,819
+264
+1% +$33.5K 1.79% 16
2022
Q3 		$1.94M Sell
18,555
-333
-2% -$38.2K 1.48% 21
2022
Q2 		$2.13M Buy
18,888
+332
+2% +$41.1K 1.5% 20
2022
Q1 		$2.53M Buy
18,556
+989
+6% +$146K 1.58% 17
2021
Q4 		$2.78M Buy
+17,567
New +$2.88M 1.73% 14

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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Agate Pass Investment Management's JPM Position: Q2 2026 in Review

Agate Pass Investment Management reduced its JPMorgan Chase (JPM) stake by 9.5% in Q2 2026, selling an estimated $780K and leaving 23,958 shares worth $7.84M. The position accounts for 2.89% of the portfolio, ranked #9.

Agate Pass Investment Management first reported a position in JPM in Q4 2021 and has held it in 19 quarters since. The position peaked at $8.65M in Q4 2025. 1,399 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Agate Pass Investment Management held 23,958 shares of JPMorgan Chase worth $7.84M as of Q2 2026.
  • Agate Pass Investment Management sold 2,513 JPMorgan Chase shares in Q2 2026, an estimated $780K.
  • JPMorgan Chase made up 2.89% of Agate Pass Investment Management's portfolio in Q2 2026, its #9 holding.
  • Agate Pass Investment Management first reported a position in JPMorgan Chase in Q4 2021 and has held it in 19 quarters since.
  • Agate Pass Investment Management's JPMorgan Chase position peaked at $8.65M in Q4 2025.
  • 1,399 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Agate Pass Investment Management's 13F filing for Q2 2026, filed 8 Jul 2026.