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Ayrshire Capital Management’s JPMorgan Chase JPM Stock Holding History

Ayrshire 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 		$6.44M Buy
19,689
+144
+0.7% +$44.7K 3.02% 17
2026
Q1 		$5.75M Buy
19,545
+8,612
+79% +$2.61M 2.97% 19
2025
Q4 		$3.52M Buy
+10,933
New +$3.38M 1.62% 28
2023
Q2 		– Sell
-8,568
Closed -$1.12M – 48
2023
Q1 		$1.12M Sell
8,568
-148
-2% -$20.3K 0.76% 31
2022
Q4 		$1.17M Buy
8,716
+344
+4% +$43.6K 0.82% 31
2022
Q3 		$875K Buy
8,372
+125
+2% +$14.3K 0.65% 34
2022
Q2 		$929K Sell
8,247
-780
-9% -$96.6K 0.66% 35
2022
Q1 		$1.23M Buy
9,027
+156
+2% +$23K 0.73% 35
2021
Q4 		$1.41M Buy
8,871
+82
+0.9% +$13.5K 0.71% 35
2021
Q3 		$1.44M Buy
8,789
+53
+0.6% +$8.31K 0.82% 35
2021
Q2 		$1.36M Sell
8,736
-86
-1% -$13.5K 0.77% 37
2021
Q1 		$1.34M Buy
8,822
+545
+7% +$78.4K 0.82% 35
2020
Q4 		$1.05M Buy
8,277
+143
+2% +$16K 0.68% 37
2020
Q3 		$783K Buy
8,134
+65
+0.8% +$6.38K 0.57% 40
2020
Q2 		$759K Buy
8,069
+3,341
+71% +$317K 0.63% 40
2020
Q1 		$426K Buy
4,728
+538
+13% +$65.4K 0.43% 53
2019
Q4 		$584K Buy
+4,190
New +$537K 0.48% 52

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Ayrshire Capital Management increased its JPMorgan Chase (JPM) stake by 0.74% in Q2 2026, buying an estimated $44.7K and bringing the position to 19,689 shares worth $6.44M. The position accounts for 3.02% of the portfolio, ranked #17.

Ayrshire Capital Management first reported a position in JPM in Q4 2019 and has held it in 17 quarters since. 5,107 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Ayrshire Capital Management held 19,689 shares of JPMorgan Chase worth $6.44M as of Q2 2026.
  • Ayrshire Capital Management bought 144 JPMorgan Chase shares in Q2 2026, an estimated $44.7K.
  • JPMorgan Chase made up 3.02% of Ayrshire Capital Management's portfolio in Q2 2026, its #17 holding.
  • Ayrshire Capital Management first reported a position in JPMorgan Chase in Q4 2019 and has held it in 17 quarters since.
  • 5,107 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Ayrshire Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.