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Asio Capital’s JPMorgan Chase JPM Stock Holding History

Asio Capital’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 		$3M Sell
9,178
-319
-3% -$99.1K 0.38% 71
2026
Q1 		$2.79M Sell
9,497
-70
-0.7% -$21.2K 0.39% 73
2025
Q4 		$3.08M Buy
9,567
+101
+1% +$31.3K 0.43% 70
2025
Q3 		$2.99M Buy
9,466
+138
+1% +$41K 0.45% 68
2025
Q2 		$2.7M Buy
9,328
+290
+3% +$74K 0.45% 72
2025
Q1 		$2.22M Buy
9,038
+47
+0.5% +$12K 0.43% 70
2024
Q4 		$2.16M Buy
8,991
+156
+2% +$36.3K 0.41% 76
2024
Q3 		$1.86M Sell
8,835
-165
-2% -$34.8K 0.35% 75
2024
Q2 		$1.82M Buy
9,000
+104
+1% +$20.3K 0.37% 73
2024
Q1 		$1.78M Hold
8,896
– – 0.38% 75
2023
Q4 		$1.51M Buy
8,896
+223
+3% +$33.8K 0.35% 78
2023
Q3 		$1.26M Buy
8,673
+573
+7% +$85.9K 0.34% 78
2023
Q2 		$1.18M Buy
8,100
+80
+1% +$11K 0.29% 83
2023
Q1 		$1.05M Sell
8,020
-86
-1% -$11.8K 0.27% 83
2022
Q4 		$1.09M Sell
8,106
-305
-4% -$38.6K 0.31% 82
2022
Q3 		$879K Sell
8,411
-9,418
-53% -$1.08M 0.28% 85
2022
Q2 		$2.01M Sell
17,829
-2,233
-11% -$277K 0.63% 71
2022
Q1 		$2.73M Sell
20,062
-1,196
-6% -$177K 0.77% 55
2021
Q4 		$3.37M Buy
21,258
+1,108
+5% +$182K 1.05% 37
2021
Q3 		$3.3M Buy
20,150
+4,907
+32% +$769K 1.14% 32
2021
Q2 		$2.37M Buy
15,243
+1,337
+10% +$210K 0.84% 58
2021
Q1 		$2.12M Sell
13,906
-7,063
-34% -$1.02M 0.88% 63
2020
Q4 		$2.67M Sell
20,969
-4,980
-19% -$557K 1.28% 35
2020
Q3 		$2.5M Sell
25,949
-3,142
-11% -$309K 1.37% 31
2020
Q2 		$2.74M Buy
29,091
+571
+2% +$54.2K 1.73% 17
2020
Q1 		$2.57M Buy
28,520
+1,857
+7% +$226K 2.19% 11
2019
Q4 		$3.72K Buy
+26,663
New +$3.42M 1.94% 6

Other funds holding JPM

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Asio Capital's JPM Position: Q2 2026 in Review

Asio Capital reduced its JPMorgan Chase (JPM) stake by 3.4% in Q2 2026, selling an estimated $99.1K and leaving 9,178 shares worth $3M. The position accounts for 0.38% of the portfolio, ranked #71.

Asio Capital first reported a position in JPM in Q4 2019 and has held it in 27 quarters since. The position peaked at $3.37M in Q4 2021. 3,032 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Asio Capital held 9,178 shares of JPMorgan Chase worth $3M as of Q2 2026.
  • Asio Capital sold 319 JPMorgan Chase shares in Q2 2026, an estimated $99.1K.
  • JPMorgan Chase made up 0.38% of Asio Capital's portfolio in Q2 2026, its #71 holding.
  • Asio Capital first reported a position in JPMorgan Chase in Q4 2019 and has held it in 27 quarters since.
  • Asio Capital's JPMorgan Chase position peaked at $3.37M in Q4 2021.
  • 3,032 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Asio Capital's 13F filing for Q2 2026, filed 17 Jul 2026.