Bayview Asset Management’s JPMorgan Chase JPM Stock Holding History

Bayview Asset 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	$3.93M	Sell	12,000 -1,500	-11%	-$466K	0.79%	29
2026 Q1	$3.97M	Buy	13,500 +1,000	+8%	+$303K	1.53%	17
2025 Q4	$4.03M	Buy	12,500 +7,500	+150%	+$2.32M	0.93%	12
2025 Q3	$1.58M	Sell	5,000 -4,000	-44%	-$1.19M	0.39%	54
2025 Q2	$2.61M	Sell	9,000 -57	-0.6%	-$14.5K	1%	14
2025 Q1	$2.22M	Buy	+9,057	New	+$2.31M	0.94%	13
2024 Q4	–	Sell	-3,000	Closed	-$633K	–	48
2024 Q3	$633K	Sell	3,000 -2,500	-45%	-$527K	0.2%	38
2024 Q2	$1.11M	Buy	5,500 +1,000	+22%	+$196K	0.39%	31
2024 Q1	$901K	Buy	+4,500	New	+$812K	0.35%	20

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 $3.37T AUM 44.26% 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

Bayview Asset Management's JPM Position: Q2 2026 in Review

Bayview Asset Management reduced its JPMorgan Chase (JPM) stake by 11% in Q2 2026, selling an estimated $466K and leaving 12,000 shares worth $3.93M. The position accounts for 0.79% of the portfolio, ranked #29.

Bayview Asset Management first reported a position in JPM in Q1 2024 and has held it in 9 quarters since. The position peaked at $4.03M in Q4 2025. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Bayview Asset Management held 12,000 shares of JPMorgan Chase worth $3.93M as of Q2 2026.
Bayview Asset Management sold 1,500 JPMorgan Chase shares in Q2 2026, an estimated $466K.
JPMorgan Chase made up 0.79% of Bayview Asset Management's portfolio in Q2 2026, its #29 holding.
Bayview Asset Management first reported a position in JPMorgan Chase in Q1 2024 and has held it in 9 quarters since.
Bayview Asset Management's JPMorgan Chase position peaked at $4.03M in Q4 2025.
5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Bayview Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.