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Alley Investment Management Company’s JPMorgan Chase JPM Stock Holding History

Alley Investment Management Company’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 		$35.1M Sell
107,291
-2,462
-2% -$765K 4.1% 2
2026
Q1 		$32.3M Sell
109,753
-8,217
-7% -$2.49M 3.93% 2
2025
Q4 		$38M Sell
117,970
-1,108
-0.9% -$343K 4.45% 1
2025
Q3 		$37.6M Sell
119,078
-9,492
-7% -$2.82M 4.36% 1
2025
Q2 		$37.3M Sell
128,570
-940
-0.7% -$240K 4.51% 1
2025
Q1 		$31.8M Buy
129,510
+264
+0.2% +$67.3K 3.99% 1
2024
Q4 		$31M Buy
129,246
+1,290
+1% +$300K 3.92% 2
2024
Q3 		$27M Sell
127,956
-399
-0.3% -$84K 3.42% 2
2024
Q2 		$26M Sell
128,355
-4,285
-3% -$838K 3.55% 3
2024
Q1 		$26.6M Sell
132,640
-1,539
-1% -$278K 3.66% 1
2023
Q4 		$22.8M Buy
134,179
+7,266
+6% +$1.1M 3.34% 3
2023
Q3 		$18.4M Buy
126,913
+530
+0.4% +$79.4K 3.12% 4
2023
Q2 		$18.4M Sell
126,383
-228
-0.2% -$31.4K 2.97% 4
2023
Q1 		$16.5M Buy
126,611
+3,733
+3% +$511K 2.75% 7
2022
Q4 		$16.5M Sell
122,878
-1,584
-1% -$201K 2.83% 6
2022
Q3 		$13M Buy
124,462
+991
+0.8% +$114K 2.59% 11
2022
Q2 		$13.9M Buy
123,471
+351
+0.3% +$43.5K 2.62% 9
2022
Q1 		$16.8M Buy
+123,120
New +$18.2M 2.77% 8

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 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
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Alley Investment Management Company's JPM Position: Q2 2026 in Review

Alley Investment Management Company reduced its JPMorgan Chase (JPM) stake by 2.2% in Q2 2026, selling an estimated $765K and leaving 107,291 shares worth $35.1M. The position accounts for 4.1% of the portfolio, ranked #2.

Alley Investment Management Company first reported a position in JPM in Q1 2022 and has held it in 18 quarters since. The position peaked at $38M in Q4 2025. 3,670 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Alley Investment Management Company held 107,291 shares of JPMorgan Chase worth $35.1M as of Q2 2026.
  • Alley Investment Management Company sold 2,462 JPMorgan Chase shares in Q2 2026, an estimated $765K.
  • JPMorgan Chase made up 4.1% of Alley Investment Management Company's portfolio in Q2 2026, its #2 holding.
  • Alley Investment Management Company first reported a position in JPMorgan Chase in Q1 2022 and has held it in 18 quarters since.
  • Alley Investment Management Company's JPMorgan Chase position peaked at $38M in Q4 2025.
  • 3,670 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Alley Investment Management Company's 13F filing for Q2 2026, filed 23 Jul 2026.