Archon Partners’s JPMorgan Chase JPM Stock Holding History

Archon 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 Q3	$26.5M	Hold	80,000	–	–	2.74%	10
2026 Q2	$26.2M	Hold	80,000	–	–	2.8%	11
2026 Q1	$23.5M	Hold	80,000	–	–	2.78%	12
2025 Q4	$25.8M	Hold	80,000	–	–	2.69%	13
2025 Q3	$25.2M	Hold	80,000	–	–	2.68%	15
2025 Q2	$23.2M	Hold	80,000	–	–	2.68%	16
2025 Q1	$19.6M	Hold	80,000	–	–	2.38%	18
2024 Q4	$19.2M	Hold	80,000	–	–	2.23%	17
2024 Q3	$16.9M	Hold	80,000	–	–	1.95%	19
2024 Q2	$16.2M	Hold	80,000	–	–	2.08%	18
2024 Q1	$16M	Hold	80,000	–	–	1.96%	20
2023 Q4	$13.6M	Buy	80,000 +2,000	+3%	+$303K	1.88%	20
2023 Q3	$11.3M	Buy	+78,000	New	+$11.7M	1.77%	21
2020 Q2	–	Sell	-109,500	Closed	-$9.9M	–	57
2020 Q1	$9.9M	Buy	109,500 +43,500	+66%	+$5.28M	2.13%	21
2019 Q4	$9.2M	Buy	66,000 +11,500	+21%	+$1.47M	1.57%	30
2019 Q3	$6.41M	Buy	+54,500	New	+$6.16M	1.24%	34
2015 Q3	–	Sell	-57,000	Closed	-$3.86M	–	62
2015 Q2	$3.86M	Buy	+57,000	New	+$3.72M	1%	42

Other funds holding JPM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Archon Partners's JPM Position: Q3 2026 in Review

Archon Partners held its JPMorgan Chase (JPM) position steady in Q3 2026 at 80,000 shares worth $26.5M. The position accounts for 2.74% of the portfolio, ranked #10.

Archon Partners first reported a position in JPM in Q2 2015 and has held it in 17 quarters since. 3,677 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

Archon Partners held 80,000 shares of JPMorgan Chase worth $26.5M as of Q3 2026.
Archon Partners left its JPMorgan Chase share count unchanged in Q3 2026.
JPMorgan Chase made up 2.74% of Archon Partners's portfolio in Q3 2026, its #10 holding.
Archon Partners first reported a position in JPMorgan Chase in Q2 2015 and has held it in 17 quarters since.
3,677 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Archon Partners's 13F filing for Q3 2026, filed 26 Oct 2026.