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Appleton Partners’s JPMorgan Chase JPM Stock Holding History

Appleton 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 		$40.7M Sell
124,463
-2,127
-2% -$661K 2.5% 10
2026
Q1 		$37.2M Sell
126,590
-522
-0.4% -$158K 2.6% 7
2025
Q4 		$41M Sell
127,112
-1,242
-1% -$385K 2.7% 8
2025
Q3 		$40.5M Sell
128,354
-713
-0.6% -$212K 2.72% 6
2025
Q2 		$37.4M Sell
129,067
-10,159
-7% -$2.59M 2.65% 6
2025
Q1 		$34.2M Sell
139,226
-3,400
-2% -$867K 2.64% 6
2024
Q4 		$34.2M Sell
142,626
-6,810
-5% -$1.59M 2.53% 7
2024
Q3 		$31.5M Sell
149,436
-3,757
-2% -$791K 2.32% 6
2024
Q2 		$31M Sell
153,193
-7,928
-5% -$1.55M 2.39% 6
2024
Q1 		$32.3M Sell
161,121
-8,758
-5% -$1.58M 2.5% 7
2023
Q4 		$28.9M Sell
169,879
-2,222
-1% -$337K 2.33% 7
2023
Q3 		$25M Sell
172,101
-3,201
-2% -$480K 2.22% 8
2023
Q2 		$25.5M Buy
175,302
+918
+0.5% +$126K 2.15% 8
2023
Q1 		$22.7M Buy
174,384
+136
+0.1% +$18.6K 2.02% 9
2022
Q4 		$23.4M Sell
174,248
-2,104
-1% -$267K 2.21% 9
2022
Q3 		$18.4M Sell
176,352
-1,966
-1% -$226K 1.84% 10
2022
Q2 		$20.1M Buy
178,318
+1,767
+1% +$219K 1.9% 10
2022
Q1 		$24.1M Buy
176,551
+6,609
+4% +$976K 1.97% 10
2021
Q4 		$26.9M Buy
169,942
+2,372
+1% +$390K 2.03% 9
2021
Q3 		$27.4M Buy
167,570
+5,836
+4% +$915K 2.28% 9
2021
Q2 		$25.2M Sell
161,734
-395
-0.2% -$62K 2.14% 10
2021
Q1 		$24.7M Sell
162,129
-1,312
-0.8% -$189K 2.29% 9
2020
Q4 		$20.8M Buy
163,441
+1,009
+0.6% +$113K 2.04% 10
2020
Q3 		$15.6M Buy
162,432
+2,146
+1% +$211K 1.73% 11
2020
Q2 		$15.1M Sell
160,286
-1,428
-0.9% -$135K 1.81% 11
2020
Q1 		$14.6M Buy
161,714
+449
+0.3% +$54.6K 2.02% 10
2019
Q4 		$22.5M Buy
161,265
+2,255
+1% +$289K 2.47% 6
2019
Q3 		$18.7M Sell
159,010
-601
-0.4% -$68K 2.26% 7
2019
Q2 		$17.8M Sell
159,611
-5,445
-3% -$600K 2.21% 7
2019
Q1 		$16.7M Sell
165,056
-553
-0.3% -$57K 2.21% 6
2018
Q4 		$16.2M Buy
165,609
+65
+0% +$6.92K 2.42% 5
2018
Q3 		$18.7M Buy
165,544
+2,249
+1% +$255K 2.49% 4
2018
Q2 		$17M Buy
163,295
+4,955
+3% +$544K 2.44% 4
2018
Q1 		$17.4M Buy
158,340
+727
+0.5% +$82.3K 2.64% 4
2017
Q4 		$16.9M Buy
157,613
+4,262
+3% +$432K 2.61% 4
2017
Q3 		$14.6M Sell
153,351
-4,962
-3% -$458K 2.47% 5
2017
Q2 		$14.5M Buy
158,313
+7,497
+5% +$647K 2.43% 4
2017
Q1 		$13.2M Sell
150,816
-15,825
-9% -$1.4M 2.44% 4
2016
Q4 		$14.4M Sell
166,641
-9,222
-5% -$703K 2.91% 2
2016
Q3 		$11.7M Buy
175,863
+5,617
+3% +$366K 2.21% 4
2016
Q2 		$10.6M Buy
170,246
+2,312
+1% +$144K 2.16% 4
2016
Q1 		$9.95M Buy
167,934
+3,751
+2% +$219K 1.97% 7
2015
Q4 		$10.8M Buy
164,183
+19,250
+13% +$1.25M 2.14% 6
2015
Q3 		$8.84M Buy
144,933
+16,323
+13% +$1.07M 2.01% 6
2015
Q2 		$8.71M Sell
128,610
-12,115
-9% -$791K 1.95% 8
2015
Q1 		$8.53M Sell
140,725
-8,830
-6% -$523K 1.92% 10
2014
Q4 		$9.36M Sell
149,555
-4,977
-3% -$300K 2.14% 5
2014
Q3 		$9.31M Sell
154,532
-8,339
-5% -$487K 2.17% 5
2014
Q2 		$9.38M Sell
162,871
-1,488
-0.9% -$83.7K 2.19% 5
2014
Q1 		$9.98M Buy
164,359
+1,321
+0.8% +$76.3K 2.36% 6
2013
Q4 		$9.53M Buy
163,038
+262
+0.2% +$14.4K 2.29% 7
2013
Q3 		$8.41M Buy
162,776
+2,059
+1% +$110K 2.26% 8
2013
Q2 		$8.48M Buy
+160,717
New +$8.17M 2.45% 8

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

Appleton Partners's JPM Position: Q2 2026 in Review

Appleton Partners reduced its JPMorgan Chase (JPM) stake by 1.7% in Q2 2026, selling an estimated $661K and leaving 124,463 shares worth $40.7M. The position accounts for 2.5% of the portfolio, ranked #10.

Appleton Partners first reported a position in JPM in Q2 2013 and has held it in 53 quarters since. The position peaked at $41M in Q4 2025. 1,315 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Appleton Partners held 124,463 shares of JPMorgan Chase worth $40.7M as of Q2 2026.
  • Appleton Partners sold 2,127 JPMorgan Chase shares in Q2 2026, an estimated $661K.
  • JPMorgan Chase made up 2.5% of Appleton Partners's portfolio in Q2 2026, its #10 holding.
  • Appleton Partners first reported a position in JPMorgan Chase in Q2 2013 and has held it in 53 quarters since.
  • Appleton Partners's JPMorgan Chase position peaked at $41M in Q4 2025.
  • 1,315 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Appleton Partners's 13F filing for Q2 2026, filed 21 Jul 2026.