Artisan Partners’s JPMorgan Chase JPM Stock Holding History

Artisan 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 Q2	$285M	Sell	870,063 -348,588	-29%	-$108M	0.45%	58
2026 Q1	$358M	Buy	1,218,651 +1,170,733	+2,443%	+$355M	0.58%	42
2025 Q4	$15.4M	Buy	47,918 +26	+0.1%	+$8.05K	0.02%	304
2025 Q3	$15.1M	Buy	+47,892	New	+$14.2M	0.02%	296
2021 Q2	–	Sell	-244,510	Closed	-$37.2M	–	351
2021 Q1	$37.2M	Buy	+244,510	New	+$35.2M	0.05%	279
2018 Q2	–	Sell	-29,255	Closed	-$3.22M	–	284
2018 Q1	$3.22M	Sell	29,255 -18,134	-38%	-$2.05M	0.01%	256
2017 Q4	$5.07M	Buy	+47,389	New	+$4.8M	0.01%	250
2016 Q3	–	Sell	-274,601	Closed	-$17.1M	–	273
2016 Q2	$17.1M	Sell	274,601 -36,052	-12%	-$2.25M	0.04%	220
2016 Q1	$18.4M	Buy	310,653 +11,532	+4%	+$673K	0.04%	225
2015 Q4	$19.8M	Buy	299,121 +1,249	+0.4%	+$81.3K	0.04%	223
2015 Q3	$18.2M	Buy	297,872 +10,492	+4%	+$687K	0.04%	228
2015 Q2	$19.5M	Buy	287,380 +14,179	+5%	+$926K	0.04%	227
2015 Q1	$16.6M	Sell	273,201 -5,899	-2%	-$349K	0.03%	249
2014 Q4	$17.5M	Buy	279,100 +134,941	+94%	+$8.12M	0.03%	274
2014 Q3	$8.68M	Buy	+144,159	New	+$8.43M	0.02%	331

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Artisan Partners's JPM Position: Q2 2026 in Review

Artisan Partners reduced its JPMorgan Chase (JPM) stake by 29% in Q2 2026, selling an estimated $108M and leaving 870,063 shares worth $285M. The position accounts for 0.45% of the portfolio, ranked #58.

Artisan Partners first reported a position in JPM in Q3 2014 and has held it in 15 quarters since. The position peaked at $358M in Q1 2026. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Artisan Partners held 870,063 shares of JPMorgan Chase worth $285M as of Q2 2026.
Artisan Partners sold 348,588 JPMorgan Chase shares in Q2 2026, an estimated $108M.
JPMorgan Chase made up 0.45% of Artisan Partners's portfolio in Q2 2026, its #58 holding.
Artisan Partners first reported a position in JPMorgan Chase in Q3 2014 and has held it in 15 quarters since.
Artisan Partners's JPMorgan Chase position peaked at $358M in Q1 2026.
5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Artisan Partners's 13F filing for Q2 2026, filed 13 Aug 2026.