Azimuth Capital Investment Management
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Azimuth Capital Investment Management’s JPMorgan Chase JPM Stock Holding History

Azimuth Capital 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 		$31M Sell
94,747
-2,290
-2% -$711K 1.05% 16
2026
Q1 		$28.5M Sell
97,037
-2,117
-2% -$642K 1.07% 13
2025
Q4 		$31.9M Sell
99,154
-2,370
-2% -$734K 1.15% 12
2025
Q3 		$32M Sell
101,524
-1,544
-1% -$459K 1.15% 16
2025
Q2 		$29.9M Sell
103,068
-3,837
-4% -$979K 1.11% 16
2025
Q1 		$26.2M Sell
106,905
-2,402
-2% -$612K 1.04% 24
2024
Q4 		$26.2M Sell
109,307
-2,926
-3% -$682K 1.02% 20
2024
Q3 		$23.7M Sell
112,233
-2,909
-3% -$613K 0.92% 28
2024
Q2 		$23.3M Sell
115,142
-3,672
-3% -$718K 0.95% 24
2024
Q1 		$23.8M Sell
118,814
-9,564
-7% -$1.73M 0.98% 22
2023
Q4 		$21.8M Sell
128,378
-4,359
-3% -$661K 0.98% 20
2023
Q3 		$19.2M Sell
132,737
-2,287
-2% -$343K 0.95% 25
2023
Q2 		$19.6M Sell
135,024
-3,440
-2% -$473K 0.93% 23
2023
Q1 		$18M Sell
138,464
-1,950
-1% -$267K 0.89% 28
2022
Q4 		$18.8M Sell
140,414
-6,558
-4% -$831K 0.95% 25
2022
Q3 		$15.4M Sell
146,972
-441
-0.3% -$50.6K 0.84% 30
2022
Q2 		$16.6M Buy
+147,413
New +$18.3M 0.84% 26

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 $3.38T AUM 44.17% 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

Azimuth Capital Investment Management's JPM Position: Q2 2026 in Review

Azimuth Capital Investment Management reduced its JPMorgan Chase (JPM) stake by 2.4% in Q2 2026, selling an estimated $711K and leaving 94,747 shares worth $31M. The position accounts for 1.05% of the portfolio, ranked #16.

Azimuth Capital Investment Management first reported a position in JPM in Q2 2022 and has held it in 17 quarters since. The position peaked at $32M in Q3 2025. 5,158 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Azimuth Capital Investment Management held 94,747 shares of JPMorgan Chase worth $31M as of Q2 2026.
  • Azimuth Capital Investment Management sold 2,290 JPMorgan Chase shares in Q2 2026, an estimated $711K.
  • JPMorgan Chase made up 1.05% of Azimuth Capital Investment Management's portfolio in Q2 2026, its #16 holding.
  • Azimuth Capital Investment Management first reported a position in JPMorgan Chase in Q2 2022 and has held it in 17 quarters since.
  • Azimuth Capital Investment Management's JPMorgan Chase position peaked at $32M in Q3 2025.
  • 5,158 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Azimuth Capital Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.