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Applied Finance Capital Management’s JPMorgan Chase JPM Stock Holding History

Applied Finance Capital 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 		$19M Sell
58,030
-10,355
-15% -$3.22M 1.41% 24
2026
Q1 		$20.1M Sell
68,385
-4,986
-7% -$1.51M 1.51% 25
2025
Q4 		$23.6M Sell
73,371
-4,520
-6% -$1.4M 1.69% 18
2025
Q3 		$24.6M Sell
77,891
-18,192
-19% -$5.41M 1.75% 18
2025
Q2 		$27.9M Buy
96,083
+6,681
+7% +$1.7M 1.9% 16
2025
Q1 		$21.9M Sell
89,402
-140,766
-61% -$35.9M 1.61% 24
2024
Q4 		$55.2M Buy
230,168
+31,712
+16% +$7.39M 2.4% 9
2024
Q3 		$41.8M Sell
198,456
-7,475
-4% -$1.57M 1.79% 25
2024
Q2 		$41.7M Buy
205,931
+52,823
+35% +$10.3M 1.93% 14
2024
Q1 		$30.7M Buy
153,108
+15,424
+11% +$2.78M 2.16% 17
2023
Q4 		$23.4M Buy
137,684
+13,184
+11% +$2M 2.03% 20
2023
Q3 		$18.1M Buy
124,500
+5,073
+4% +$760K 1.96% 18
2023
Q2 		$17.4M Buy
119,427
+7,762
+7% +$1.07M 1.97% 18
2023
Q1 		$14.6M Buy
111,665
+558
+0.5% +$76.5K 1.81% 25
2022
Q4 		$14.9M Buy
+111,107
New +$14.1M 1.94% 23

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

Applied Finance Capital Management's JPM Position: Q2 2026 in Review

Applied Finance Capital Management reduced its JPMorgan Chase (JPM) stake by 15% in Q2 2026, selling an estimated $3.22M and leaving 58,030 shares worth $19M. The position accounts for 1.41% of the portfolio, ranked #24.

Applied Finance Capital Management first reported a position in JPM in Q4 2022 and has held it in 15 quarters since. The position peaked at $55.2M in Q4 2024. 5,125 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Applied Finance Capital Management held 58,030 shares of JPMorgan Chase worth $19M as of Q2 2026.
  • Applied Finance Capital Management sold 10,355 JPMorgan Chase shares in Q2 2026, an estimated $3.22M.
  • JPMorgan Chase made up 1.41% of Applied Finance Capital Management's portfolio in Q2 2026, its #24 holding.
  • Applied Finance Capital Management first reported a position in JPMorgan Chase in Q4 2022 and has held it in 15 quarters since.
  • Applied Finance Capital Management's JPMorgan Chase position peaked at $55.2M in Q4 2024.
  • 5,125 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Applied Finance Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.