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Artemis Investment Management’s JPMorgan Chase JPM Stock Holding History

Artemis Investment 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 		$21.4M Buy
65,464
+2,175
+3% +$675K 0.19% 124
2026
Q1 		$18.6M Sell
63,289
-131,268
-67% -$39.8M 0.2% 115
2025
Q4 		$62.7M Buy
194,557
+43,732
+29% +$13.5M 0.76% 49
2025
Q3 		$47.6M Buy
150,825
+91,420
+154% +$27.2M 0.59% 62
2025
Q2 		$17.2M Hold
59,405
– – 0.22% 126
2025
Q1 		$14.6M Sell
59,405
-9,386
-14% -$2.39M 0.22% 116
2024
Q4 		$16.5M Hold
68,791
– – 0.23% 113
2024
Q3 		$14.5M Sell
68,791
-1,137
-2% -$239K 0.22% 114
2024
Q2 		$14.1M Sell
69,928
-20,972
-23% -$4.1M 0.19% 120
2024
Q1 		$18.2M Sell
90,900
-5,207
-5% -$940K 0.23% 112
2023
Q4 		$16.3M Sell
96,107
-4,399
-4% -$667K 0.24% 104
2023
Q3 		$14.6M Buy
100,506
+7,533
+8% +$1.13M 0.2% 106
2023
Q2 		$13.5M Buy
92,973
+34,337
+59% +$4.72M 0.17% 126
2023
Q1 		$7.62M Sell
58,636
-9,066
-13% -$1.24M 0.09% 160
2022
Q4 		$9.13M Buy
+67,702
New +$8.58M 0.1% 146
2022
Q1 		– Sell
-980,310
Closed -$155M – 286
2021
Q4 		$155M Sell
980,310
-413,314
-30% -$67.9M 1.13% 19
2021
Q3 		$228M Buy
1,393,624
+718,500
+106% +$113M 1.8% 6
2021
Q2 		$105M Sell
675,124
-298,755
-31% -$46.9M 0.91% 25
2021
Q1 		$148M Sell
973,879
-36,449
-4% -$5.24M 1.41% 10
2020
Q4 		$128M Buy
1,010,328
+243,787
+32% +$27.2M 1.34% 12
2020
Q3 		$73.7M Buy
766,541
+319,195
+71% +$31.3M 0.93% 26
2020
Q2 		$42.1M Sell
447,346
-13,451
-3% -$1.28M 0.57% 55
2020
Q1 		$41.6K Sell
460,797
-639,751
-58% -$77.7M 0.07% 46
2019
Q4 		$153M Buy
1,100,548
+820,208
+293% +$105M 1.94% 4
2019
Q3 		$32.9M Buy
280,340
+21,200
+8% +$2.4M 0.45% 73
2019
Q2 		$28.9M Sell
259,140
-6,040
-2% -$666K 0.34% 92
2019
Q1 		$26.9M Sell
265,180
-113,900
-30% -$11.7M 0.31% 93
2018
Q4 		$37M Buy
379,080
+770
+0.2% +$82K 0.48% 65
2018
Q3 		$42.7M Sell
378,310
-160,835
-30% -$18.3M 0.47% 58
2018
Q2 		$56.2M Sell
539,145
-92,736
-15% -$10.2M 0.77% 38
2018
Q1 		$69.5M Sell
631,881
-198,266
-24% -$22.4M 1.08% 27
2017
Q4 		$89M Sell
830,147
-235,591
-22% -$23.9M 1.48% 16
2017
Q3 		$102M Buy
1,065,738
+546,066
+105% +$50.4M 2.09% 8
2017
Q2 		$47.5M Buy
519,672
+34,142
+7% +$2.95M 1.15% 24
2017
Q1 		$42.7M Sell
485,530
-43,322
-8% -$3.82M 1.15% 27
2016
Q4 		$45.7M Buy
528,852
+355,752
+206% +$27.1M 1.23% 17
2016
Q3 		$11.5M Sell
173,100
-901,805
-84% -$58.8M 0.32% 93
2016
Q2 		$66.8M Buy
1,074,905
+537,259
+100% +$33.6M 1.82% 11
2016
Q1 		$31.8M Sell
537,646
-409,191
-43% -$23.9M 0.8% 29
2015
Q4 		$62.5M Buy
946,837
+106,622
+13% +$6.94M 1.56% 14
2015
Q3 		$51.2M Sell
840,215
-961,847
-53% -$63M 1.51% 13
2015
Q2 		$122M Buy
1,802,062
+1,679,818
+1,374% +$110M 3.96% 6
2015
Q1 		$7.41M Sell
122,244
-93,632
-43% -$5.54M 0.3% 86
2014
Q4 		$13.5M Sell
215,876
-86,538
-29% -$5.21M 0.53% 51
2014
Q3 		$18.2M Buy
+302,414
New +$17.7M 0.91% 37

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
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 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

Artemis Investment Management's JPM Position: Q2 2026 in Review

Artemis Investment Management increased its JPMorgan Chase (JPM) stake by 3.4% in Q2 2026, buying an estimated $675K and bringing the position to 65,464 shares worth $21.4M. The position accounts for 0.19% of the portfolio, ranked #124.

Artemis Investment Management first reported a position in JPM in Q3 2014 and has held it in 45 quarters since. The position peaked at $228M in Q3 2021. 1,772 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Artemis Investment Management held 65,464 shares of JPMorgan Chase worth $21.4M as of Q2 2026.
  • Artemis Investment Management bought 2,175 JPMorgan Chase shares in Q2 2026, an estimated $675K.
  • JPMorgan Chase made up 0.19% of Artemis Investment Management's portfolio in Q2 2026, its #124 holding.
  • Artemis Investment Management first reported a position in JPMorgan Chase in Q3 2014 and has held it in 45 quarters since.
  • Artemis Investment Management's JPMorgan Chase position peaked at $228M in Q3 2021.
  • 1,772 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Artemis Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.