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Armbruster Capital Management’s JPMorgan Chase JPM Stock Holding History

Armbruster 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 		$1.58M Sell
4,820
-2,270
-32% -$705K 0.24% 44
2026
Q1 		$2.09M Buy
7,090
+26
+0.4% +$7.89K 0.34% 41
2025
Q4 		$2.28M Hold
7,064
– – 0.38% 39
2025
Q3 		$2.23M Sell
7,064
-269
-4% -$80K 0.38% 40
2025
Q2 		$2.13M Buy
7,333
+155
+2% +$39.6K 0.39% 39
2025
Q1 		$1.76M Sell
7,178
-433
-6% -$110K 0.35% 40
2024
Q4 		$1.82M Sell
7,611
-1,197
-14% -$279K 0.37% 40
2024
Q3 		$1.86M Buy
8,808
+1,304
+17% +$275K 0.37% 41
2024
Q2 		$1.52M Buy
7,504
+324
+5% +$63.3K 0.32% 43
2024
Q1 		$1.44M Sell
7,180
-75
-1% -$13.5K 0.31% 40
2023
Q4 		$1.23M Buy
7,255
+50
+0.7% +$7.58K 0.28% 44
2023
Q3 		$1.04M Sell
7,205
-328
-4% -$49.2K 0.26% 45
2023
Q2 		$1.1M Buy
7,533
+269
+4% +$37K 0.27% 44
2023
Q1 		$947K Hold
7,264
– – 0.24% 45
2022
Q4 		$974K Hold
7,264
– – 0.25% 42
2022
Q3 		$759K Hold
7,264
– – 0.22% 53
2022
Q2 		$818K Sell
7,264
-54
-0.7% -$6.69K 0.22% 55
2022
Q1 		$998K Sell
7,318
-114
-2% -$16.8K 0.24% 54
2021
Q4 		$1.18M Buy
7,432
+145
+2% +$23.8K 0.27% 56
2021
Q3 		$1.19M Hold
7,287
– – 0.34% 39
2021
Q2 		$1.13M Hold
7,287
– – 0.32% 39
2021
Q1 		$1.11M Hold
7,287
– – 0.33% 36
2020
Q4 		$926K Sell
7,287
-225
-3% -$25.1K 0.31% 37
2020
Q3 		$723K Sell
7,512
-514
-6% -$50.5K 0.28% 38
2020
Q2 		$755K Buy
8,026
+173
+2% +$16.4K 0.3% 38
2020
Q1 		$707K Buy
7,853
+52
+0.7% +$6.32K 0.33% 38
2019
Q4 		$1.09M Hold
7,801
– – 0.42% 29
2019
Q3 		$918K Hold
7,801
– – 0.38% 29
2019
Q2 		$872K Sell
7,801
-348
-4% -$38.4K 0.37% 30
2019
Q1 		$825K Sell
8,149
-936
-10% -$96.4K 0.36% 32
2018
Q4 		$887K Hold
9,085
– – 0.44% 28
2018
Q3 		$1.02M Buy
9,085
+668
+8% +$75.8K 0.45% 23
2018
Q2 		$877K Buy
8,417
+888
+12% +$97.4K 0.41% 26
2018
Q1 		$828K Sell
7,529
-486
-6% -$55K 0.39% 28
2017
Q4 		$857K Sell
8,015
-17
-0.2% -$1.72K 0.39% 27
2017
Q3 		$767K Sell
8,032
-100
-1% -$9.22K 0.39% 26
2017
Q2 		$743K Buy
8,132
+61
+0.8% +$5.26K 0.4% 27
2017
Q1 		$709K Sell
8,071
-750
-9% -$66.2K 0.4% 27
2016
Q4 		$761K Buy
8,821
+100
+1% +$7.63K 0.45% 27
2016
Q3 		$581K Sell
8,721
-100
-1% -$6.52K 0.36% 28
2016
Q2 		$548K Hold
8,821
– – 0.35% 30
2016
Q1 		$522K Sell
8,821
-363
-4% -$21.2K 0.36% 31
2015
Q4 		$606K Buy
+9,184
New +$598K 0.54% 28

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

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

Armbruster Capital Management reduced its JPMorgan Chase (JPM) stake by 32% in Q2 2026, selling an estimated $705K and leaving 4,820 shares worth $1.58M. The position accounts for 0.24% of the portfolio, ranked #44.

Armbruster Capital Management first reported a position in JPM in Q4 2015 and has held it in 43 quarters since. The position peaked at $2.28M in Q4 2025. 1,084 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Armbruster Capital Management held 4,820 shares of JPMorgan Chase worth $1.58M as of Q2 2026.
  • Armbruster Capital Management sold 2,270 JPMorgan Chase shares in Q2 2026, an estimated $705K.
  • JPMorgan Chase made up 0.24% of Armbruster Capital Management's portfolio in Q2 2026, its #44 holding.
  • Armbruster Capital Management first reported a position in JPMorgan Chase in Q4 2015 and has held it in 43 quarters since.
  • Armbruster Capital Management's JPMorgan Chase position peaked at $2.28M in Q4 2025.
  • 1,084 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Armbruster Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.