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	$8.18M	Buy	25,000 +5,000	+25%	+$1.55M	1.65%	9
2026 Q1	$5.88M	Sell	20,000 -2,500	-11%	-$759K	2.26%	9
2025 Q4	$7.25M	Buy	22,500 +7,500	+50%	+$2.32M	1.68%	5
2025 Q3	$4.73M	Sell	15,000 -5,000	-25%	-$1.49M	1.16%	6
2025 Q2	$5.8M	Buy	20,000 +10,000	+100%	+$2.55M	2.22%	6
2025 Q1	$2.45M	Buy	+10,000	New	+$2.55M	1.03%	11
2024 Q3	–	Sell	-11,000	Closed	-$2.22M	–	54
2024 Q2	$2.22M	Buy	11,000 +5,000	+83%	+$978K	0.78%	12
2024 Q1	$1.2M	Buy	+6,000	New	+$1.08M	0.47%	13

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.