Albion Financial Group’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $30.2M | Buy |
92,161
+80
| +0.1% | +$24.8K | 1.75% | 18 |
|
|
2026
Q1 | $27.1M | Sell |
92,081
-491
| -0.5% | -$149K | 1.75% | 16 |
|
|
2025
Q4 | $29.8M | Sell |
92,572
-4,001
| -4% | -$1.24M | 1.86% | 12 |
|
|
2025
Q3 | $30.5M | Buy |
96,573
+521
| +0.5% | +$155K | 1.84% | 13 |
|
|
2025
Q2 | $27.8M | Buy |
96,052
+592
| +0.6% | +$151K | 1.82% | 12 |
|
|
2025
Q1 | $23.4M | Sell |
95,460
-108
| -0.1% | -$27.5K | 1.66% | 17 |
|
|
2024
Q4 | $22.9M | Sell |
95,568
-666
| -0.7% | -$155K | 1.57% | 20 |
|
|
2024
Q3 | $20.3M | Sell |
96,234
-34,407
| -26% | -$7.25M | 1.41% | 21 |
|
|
2024
Q2 | $26.4M | Sell |
130,641
-240
| -0.2% | -$46.9K | 1.99% | 12 |
|
|
2024
Q1 | $26.2M | Sell |
130,881
-610
| -0.5% | -$110K | 2.02% | 12 |
|
|
2023
Q4 | $22.4M | Buy |
131,491
+1,781
| +1% | +$270K | 1.84% | 14 |
|
|
2023
Q3 | $18.8M | Sell |
129,710
-199
| -0.2% | -$29.8K | 1.74% | 14 |
|
|
2023
Q2 | $18.9M | Sell |
129,909
-1,969
| -1% | -$271K | 1.65% | 14 |
|
|
2023
Q1 | $17.2M | Sell |
131,878
-2,019
| -2% | -$277K | 1.57% | 16 |
|
|
2022
Q4 | $18M | Buy |
133,897
+1,366
| +1% | +$173K | 1.73% | 15 |
|
|
2022
Q3 | $13.8M | Buy |
132,531
+1,421
| +1% | +$163K | 1.43% | 19 |
|
|
2022
Q2 | $14.8M | Buy |
131,110
+3,580
| +3% | +$444K | 1.46% | 18 |
|
|
2022
Q1 | $17.4M | Sell |
127,530
-338
| -0.3% | -$49.9K | 1.48% | 18 |
|
|
2021
Q4 | $20.2M | Sell |
127,868
-1,785
| -1% | -$293K | 1.6% | 14 |
|
|
2021
Q3 | $21.2M | Sell |
129,653
-2,115
| -2% | -$332K | 1.86% | 12 |
|
|
2021
Q2 | $20.5M | Buy |
+131,768
| New | +$20.7M | 1.78% | 14 |
|
|
2020
Q4 | $16.7M | Sell |
131,551
-264
| -0.2% | -$29.5K | 1.64% | 16 |
|
|
2020
Q3 | $12.7M | Buy |
131,815
+1,192
| +0.9% | +$117K | 1.37% | 21 |
|
|
2020
Q2 | $12.3M | Sell |
130,623
-760
| -0.6% | -$72.1K | 1.45% | 18 |
|
|
2020
Q1 | $11.8M | Buy |
131,383
+731
| +0.6% | +$88.8K | 1.73% | 15 |
|
|
2019
Q4 | $18.2M | Sell |
130,652
-1,095
| -0.8% | -$140K | 2.16% | 12 |
|
|
2019
Q3 | $15.5M | Sell |
131,747
-6,544
| -5% | -$740K | 1.99% | 14 |
|
|
2019
Q2 | $15.5M | Sell |
138,291
-1,448
| -1% | -$160K | 2% | 12 |
|
|
2019
Q1 | $14.1M | Buy |
139,739
+696
| +0.5% | +$71.7K | 1.92% | 14 |
|
|
2018
Q4 | $13.6M | Buy |
139,043
+1,193
| +0.9% | +$127K | 2.11% | 11 |
|
|
2018
Q3 | $15.6M | Buy |
137,850
+999
| +0.7% | +$113K | 2.1% | 12 |
|
|
2018
Q2 | $14.3M | Buy |
136,851
+3,764
| +3% | +$413K | 2.06% | 13 |
|
|
2018
Q1 | $14.6M | Buy |
133,087
+11,026
| +9% | +$1.25M | 2.25% | 12 |
|
|
2017
Q4 | $13.1M | Sell |
122,061
-1,668
| -1% | -$169K | 1.99% | 12 |
|
|
2017
Q3 | $11.8M | Sell |
123,729
-2,250
| -2% | -$207K | 1.8% | 14 |
|
|
2017
Q2 | $11.5M | Buy |
125,979
+120
| +0.1% | +$10.4K | 1.91% | 13 |
|
|
2017
Q1 | $11.1M | Buy |
125,859
+11,579
| +10% | +$1.02M | 1.66% | 13 |
|
|
2016
Q4 | $9.86M | Buy |
114,280
+3,388
| +3% | +$258K | 1.63% | 16 |
|
|
2016
Q3 | $7.38M | Buy |
110,892
+99,475
| +871% | +$6.49M | 1.26% | 22 |
|
|
2016
Q2 | $709K | Buy |
11,417
+7,402
| +184% | +$462K | 0.13% | 94 |
|
|
2016
Q1 | $238K | Hold |
4,015
| – | – | 0.04% | 154 |
|
|
2015
Q4 | $265K | Hold |
4,015
| – | – | 0.05% | 144 |
|
|
2015
Q3 | $245K | Hold |
4,015
| – | – | 0.04% | 153 |
|
|
2015
Q2 | $272K | Hold |
4,015
| – | – | 0.05% | 149 |
|
|
2015
Q1 | $243K | Hold |
4,015
| – | – | 0.04% | 150 |
|
|
2014
Q4 | $251K | Hold |
4,015
| – | – | 0.04% | 152 |
|
|
2014
Q3 | $242K | Hold |
4,015
| – | – | 0.04% | 156 |
|
|
2014
Q2 | $231K | Hold |
4,015
| – | – | 0.04% | 169 |
|
|
2014
Q1 | $244K | Hold |
4,015
| – | – | 0.05% | 159 |
|
|
2013
Q4 | $235K | Hold |
4,015
| – | – | 0.04% | 149 |
|
|
2013
Q3 | $208K | Hold |
4,015
| – | – | 0.04% | 154 |
|
|
2013
Q2 | $212K | Buy |
+4,015
| New | +$204K | 0.05% | 138 |
|
Other funds holding JPM
Albion Financial Group's JPM Position: Q2 2026 in Review
Albion Financial Group increased its JPMorgan Chase (JPM) stake by 0.09% in Q2 2026, buying an estimated $24.8K and bringing the position to 92,161 shares worth $30.2M. The position accounts for 1.75% of the portfolio, ranked #18.
Albion Financial Group first reported a position in JPM in Q2 2013 and has held it in 52 quarters since. The position peaked at $30.5M in Q3 2025. 5,109 funds tracked by Wall St. Rank hold JPM as of Q2 2026.
- Albion Financial Group held 92,161 shares of JPMorgan Chase worth $30.2M as of Q2 2026.
- Albion Financial Group bought 80 JPMorgan Chase shares in Q2 2026, an estimated $24.8K.
- JPMorgan Chase made up 1.75% of Albion Financial Group's portfolio in Q2 2026, its #18 holding.
- Albion Financial Group first reported a position in JPMorgan Chase in Q2 2013 and has held it in 52 quarters since.
- Albion Financial Group's JPMorgan Chase position peaked at $30.5M in Q3 2025.
- 5,109 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.
Based on Albion Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.