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Ardent Capital Management’s JPMorgan Chase JPM Stock Holding History

Ardent 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 		$1.28M Sell
3,902
-5
-0.1% -$1.55K 0.53% 16
2026
Q1 		$1.15M Sell
3,907
-77
-2% -$23.4K 0.49% 20
2025
Q4 		$1.28M Hold
3,984
– – 0.51% 20
2025
Q3 		$1.26M Sell
3,984
-2
-0.1% -$595 0.53% 19
2025
Q2 		$1.16M Hold
3,986
– – 0.55% 18
2025
Q1 		$978K Sell
3,986
-134
-3% -$34.2K 0.42% 20
2024
Q4 		$988K Sell
4,120
-1,800
-30% -$419K 0.45% 20
2024
Q3 		$1.25M Sell
5,920
-61
-1% -$12.8K 0.57% 18
2024
Q2 		$1.21M Sell
5,981
-5,016
-46% -$981K 0.59% 16
2024
Q1 		$2.2M Sell
10,997
-29,984
-73% -$5.41M 1.11% 12
2023
Q4 		$6.97M Sell
40,981
-64
-0.2% -$9.7K 3.65% 8
2023
Q3 		$5.95M Sell
41,045
-38,500
-48% -$5.77M 3.36% 7
2023
Q2 		$11.6M Buy
79,545
+813
+1% +$112K 7.11% 4
2023
Q1 		$10.3M Sell
78,732
-338
-0.4% -$46.3K 7.37% 4
2022
Q4 		$10.6M Sell
79,070
-170
-0.2% -$21.5K 8.23% 4
2022
Q3 		$8.28M Hold
79,240
– – 7.38% 4
2022
Q2 		$8.92M Sell
79,240
-136
-0.2% -$16.9K 10.99% 3
2022
Q1 		$10.8M Buy
79,376
+2,267
+3% +$335K 7.21% 4
2021
Q4 		$12.2M Buy
+77,109
New +$12.7M 8.11% 4

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
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
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Ardent Capital Management's JPM Position: Q2 2026 in Review

Ardent Capital Management reduced its JPMorgan Chase (JPM) stake by 0.13% in Q2 2026, selling an estimated $1.55K and leaving 3,902 shares worth $1.28M. The position accounts for 0.53% of the portfolio, ranked #16.

Ardent Capital Management first reported a position in JPM in Q4 2021 and has held it in 19 quarters since. The position peaked at $12.2M in Q4 2021. 1,070 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Ardent Capital Management held 3,902 shares of JPMorgan Chase worth $1.28M as of Q2 2026.
  • Ardent Capital Management sold 5 JPMorgan Chase shares in Q2 2026, an estimated $1.55K.
  • JPMorgan Chase made up 0.53% of Ardent Capital Management's portfolio in Q2 2026, its #16 holding.
  • Ardent Capital Management first reported a position in JPMorgan Chase in Q4 2021 and has held it in 19 quarters since.
  • Ardent Capital Management's JPMorgan Chase position peaked at $12.2M in Q4 2021.
  • 1,070 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Ardent Capital Management's 13F filing for Q2 2026, filed 20 Jul 2026.