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Baskin Financial Services’s JPMorgan Chase JPM Stock Holding History

Baskin Financial Services’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 		$504K Sell
1,541
-21
-1% -$6.52K 0.04% 43
2026
Q1 		$459K Hold
1,562
– – 0.04% 43
2025
Q4 		$503K Hold
1,562
– – 0.04% 42
2025
Q3 		$493K Buy
1,562
+44
+3% +$13.1K 0.04% 42
2025
Q2 		$440K Hold
1,518
– – 0.03% 41
2025
Q1 		$372K Sell
1,518
-136
-8% -$34.7K 0.03% 42
2024
Q4 		$396K Sell
1,654
-158
-9% -$36.8K 0.03% 42
2024
Q3 		$382K Sell
1,812
-144
-7% -$30.3K 0.03% 42
2024
Q2 		$396K Buy
1,956
+46
+2% +$8.99K 0.03% 42
2024
Q1 		$383K Buy
1,910
+365
+24% +$65.9K 0.03% 44
2023
Q4 		$263K Buy
1,545
+57
+4% +$8.64K 0.02% 47
2023
Q3 		$216K Buy
1,488
+25
+2% +$3.75K 0.02% 52
2023
Q2 		$213K Sell
1,463
-143
-9% -$19.7K 0.02% 51
2023
Q1 		$209K Sell
1,606
-265
-14% -$36.3K 0.02% 51
2022
Q4 		$251K Sell
1,871
-365
-16% -$46.2K 0.03% 50
2022
Q3 		$234K Sell
2,236
-245,799
-99% -$28.2M 0.03% 49
2022
Q2 		$27.9M Sell
248,035
-1,143
-0.5% -$142K 3.03% 12
2022
Q1 		$34M Sell
249,178
-1,282
-0.5% -$189K 2.99% 13
2021
Q4 		$39.7M Buy
250,460
+8,383
+3% +$1.38M 3.16% 12
2021
Q3 		$39.6M Buy
242,077
+5,224
+2% +$819K 3.52% 10
2021
Q2 		$36.8M Buy
236,853
+3,990
+2% +$627K 3.38% 11
2021
Q1 		$35.4M Buy
232,863
+10,150
+5% +$1.46M 3.66% 8
2020
Q4 		$28.3M Buy
222,713
+7,054
+3% +$788K 3.13% 11
2020
Q3 		$20.8M Buy
215,659
+11,719
+6% +$1.15M 2.64% 21
2020
Q2 		$19.2M Buy
203,940
+11,671
+6% +$1.11M 2.83% 17
2020
Q1 		$17.3M Buy
192,269
+4,128
+2% +$502K 3.14% 13
2019
Q4 		$26.2M Sell
188,141
-26
-0% -$3.33K 3.85% 6
2019
Q3 		$22.1M Buy
188,167
+6,640
+4% +$751K 3.63% 8
2019
Q2 		$20.3M Buy
181,527
+4,019
+2% +$443K 3.46% 10
2019
Q1 		$18M Buy
177,508
+2,117
+1% +$218K 3.34% 11
2018
Q4 		$17.1M Sell
175,391
-1,004
-0.6% -$107K 3.67% 8
2018
Q3 		$19.9M Buy
176,395
+2,088
+1% +$237K 3.61% 6
2018
Q2 		$18.2M Sell
174,307
-357
-0.2% -$39.2K 3.4% 6
2018
Q1 		$19.2M Sell
174,664
-1,467
-0.8% -$166K 3.69% 5
2017
Q4 		$18.8M Sell
176,131
-3,571
-2% -$362K 3.57% 5
2017
Q3 		$17.2M Sell
179,702
-694
-0.4% -$64K 3.33% 6
2017
Q2 		$16.5M Buy
180,396
+245
+0.1% +$21.1K 3.44% 5
2017
Q1 		$15.8M Sell
180,151
-1,925
-1% -$170K 3.5% 6
2016
Q4 		$15.7M Sell
182,076
-2,205
-1% -$168K 3.87% 5
2016
Q3 		$12.3M Sell
184,281
-2,060
-1% -$134K 3.21% 11
2016
Q2 		$11.6M Buy
186,341
+774
+0.4% +$48.3K 3.27% 11
2016
Q1 		$11M Buy
185,567
+1,714
+0.9% +$100K 3.18% 11
2015
Q4 		$12.1M Sell
183,853
-877
-0.5% -$57.1K 3.75% 7
2015
Q3 		$11.3M Buy
184,730
+4,595
+3% +$301K 3.82% 7
2015
Q2 		$12.2M Buy
180,135
+549
+0.3% +$35.8K 3.82% 6
2015
Q1 		$10.9M Buy
179,586
+3,935
+2% +$233K 3.64% 8
2014
Q4 		$11M Buy
175,651
+2,173
+1% +$131K 3.56% 8
2014
Q3 		$10.4M Buy
173,478
+1,005
+0.6% +$58.7K 3.63% 6
2014
Q2 		$9.94M Buy
172,473
+6,458
+4% +$363K 3.46% 10
2014
Q1 		$10.1M Buy
166,015
+3,885
+2% +$225K 3.86% 8
2013
Q4 		$9.48M Buy
162,130
+10,400
+7% +$570K 3.84% 7
2013
Q3 		$7.84M Buy
151,730
+10,365
+7% +$556K 3.75% 9
2013
Q2 		$7.45M Buy
+141,365
New +$7.19M 4.1% 8

Other funds holding JPM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Baskin Financial Services's JPM Position: Q2 2026 in Review

Baskin Financial Services reduced its JPMorgan Chase (JPM) stake by 1.3% in Q2 2026, selling an estimated $6.52K and leaving 1,541 shares worth $504K. The position accounts for 0.04% of the portfolio, ranked #43.

Baskin Financial Services first reported a position in JPM in Q2 2013 and has held it in 53 quarters since. The position peaked at $39.7M in Q4 2021. 2,568 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Baskin Financial Services held 1,541 shares of JPMorgan Chase worth $504K as of Q2 2026.
  • Baskin Financial Services sold 21 JPMorgan Chase shares in Q2 2026, an estimated $6.52K.
  • JPMorgan Chase made up 0.04% of Baskin Financial Services's portfolio in Q2 2026, its #43 holding.
  • Baskin Financial Services first reported a position in JPMorgan Chase in Q2 2013 and has held it in 53 quarters since.
  • Baskin Financial Services's JPMorgan Chase position peaked at $39.7M in Q4 2021.
  • 2,568 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Baskin Financial Services's 13F filing for Q2 2026, filed 13 Jul 2026.