Beck Mack & Oliver’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $123M | Sell |
374,875
-12,860
| -3% | -$3.99M | 2.39% | 16 |
|
|
2026
Q1 | $114M | Sell |
387,735
-9,239
| -2% | -$2.8M | 2.35% | 18 |
|
|
2025
Q4 | $128M | Sell |
396,974
-1,294
| -0.3% | -$401K | 2.32% | 17 |
|
|
2025
Q3 | $126M | Sell |
398,268
-5,597
| -1% | -$1.66M | 2.28% | 16 |
|
|
2025
Q2 | $117M | Sell |
403,865
-17,587
| -4% | -$4.49M | 2.24% | 18 |
|
|
2025
Q1 | $103M | Sell |
421,452
-8,111
| -2% | -$2.07M | 2.07% | 20 |
|
|
2024
Q4 | $103M | Buy |
429,563
+829
| +0.2% | +$193K | 1.91% | 22 |
|
|
2024
Q3 | $90.4M | Sell |
428,734
-1,380
| -0.3% | -$291K | 1.76% | 21 |
|
|
2024
Q2 | $87M | Buy |
430,114
+485
| +0.1% | +$94.8K | 1.8% | 18 |
|
|
2024
Q1 | $86.1M | Buy |
429,629
+11,486
| +3% | +$2.07M | 1.74% | 18 |
|
|
2023
Q4 | $71.1M | Sell |
418,143
-11,620
| -3% | -$1.76M | 1.65% | 18 |
|
|
2023
Q3 | $62.3M | Sell |
429,763
-14,099
| -3% | -$2.11M | 1.63% | 19 |
|
|
2023
Q2 | $64.6M | Sell |
443,862
-5,683
| -1% | -$782K | 1.69% | 18 |
|
|
2023
Q1 | $58.6M | Sell |
449,545
-21,631
| -5% | -$2.96M | 1.69% | 17 |
|
|
2022
Q4 | $63.2M | Sell |
471,176
-21,729
| -4% | -$2.75M | 1.85% | 16 |
|
|
2022
Q3 | $51.5M | Sell |
492,905
-12,564
| -2% | -$1.44M | 1.66% | 20 |
|
|
2022
Q2 | $56.9M | Sell |
505,469
-7,844
| -2% | -$972K | 1.71% | 18 |
|
|
2022
Q1 | $70M | Sell |
513,313
-20,064
| -4% | -$2.96M | 1.75% | 16 |
|
|
2021
Q4 | $84.5M | Sell |
533,377
-8,535
| -2% | -$1.4M | 2.01% | 17 |
|
|
2021
Q3 | $88.7M | Sell |
541,912
-6,217
| -1% | -$975K | 2.3% | 13 |
|
|
2021
Q2 | $85.3M | Buy |
548,129
+24,077
| +5% | +$3.78M | 2.27% | 12 |
|
|
2021
Q1 | $79.8M | Sell |
524,052
-33,517
| -6% | -$4.82M | 2.46% | 11 |
|
|
2020
Q4 | $70.8M | Sell |
557,569
-23,572
| -4% | -$2.63M | 2.35% | 14 |
|
|
2020
Q3 | $55.9M | Sell |
581,141
-19,954
| -3% | -$1.96M | 2.06% | 15 |
|
|
2020
Q2 | $56.5M | Sell |
601,095
-3,677
| -0.6% | -$349K | 2.1% | 13 |
|
|
2020
Q1 | $54.4M | Buy |
604,772
+3,451
| +0.6% | +$419K | 2.42% | 12 |
|
|
2019
Q4 | $83.8M | Sell |
601,321
-6,916
| -1% | -$887K | 2.77% | 12 |
|
|
2019
Q3 | $71.6M | Sell |
608,237
-18,473
| -3% | -$2.09M | 2.52% | 12 |
|
|
2019
Q2 | $70.1M | Sell |
626,710
-3,420
| -0.5% | -$377K | 2.46% | 13 |
|
|
2019
Q1 | $63.8M | Sell |
630,130
-8,038
| -1% | -$828K | 2.28% | 14 |
|
|
2018
Q4 | $62.3M | Sell |
638,168
-4,319
| -0.7% | -$460K | 2.5% | 14 |
|
|
2018
Q3 | $72.5M | Sell |
642,487
-2,813
| -0.4% | -$319K | 2.3% | 13 |
|
|
2018
Q2 | $67.2M | Sell |
645,300
-1,191
| -0.2% | -$131K | 2.26% | 17 |
|
|
2018
Q1 | $71.1M | Sell |
646,491
-5,316
| -0.8% | -$602K | 2.39% | 16 |
|
|
2017
Q4 | $69.7M | Sell |
651,807
-12,635
| -2% | -$1.28M | 2.29% | 17 |
|
|
2017
Q3 | $63.5M | Sell |
664,442
-24,169
| -4% | -$2.23M | 2.09% | 17 |
|
|
2017
Q2 | $62.9M | Sell |
688,611
-5,461
| -0.8% | -$471K | 2.12% | 18 |
|
|
2017
Q1 | $61M | Sell |
694,072
-11,403
| -2% | -$1.01M | 2.13% | 20 |
|
|
2016
Q4 | $60.9M | Sell |
705,475
-15,013
| -2% | -$1.14M | 2.19% | 17 |
|
|
2016
Q3 | $48M | Sell |
720,488
-42,342
| -6% | -$2.76M | 1.73% | 24 |
|
|
2016
Q2 | $47.4M | Sell |
762,830
-11,801
| -2% | -$737K | 1.67% | 23 |
|
|
2016
Q1 | $45.9M | Sell |
774,631
-15,090
| -2% | -$881K | 1.6% | 25 |
|
|
2015
Q4 | $52.1M | Sell |
789,721
-181,446
| -19% | -$11.8M | 1.78% | 21 |
|
|
2015
Q3 | $59.2M | Buy |
971,167
+221,466
| +30% | +$14.5M | 1.79% | 22 |
|
|
2015
Q2 | $50.8M | Buy |
749,701
+675,047
| +904% | +$44.1M | 1.32% | 28 |
|
|
2015
Q1 | $4.52M | Buy |
74,654
+5,241
| +8% | +$310K | 0.11% | 80 |
|
|
2014
Q4 | $4.34M | Buy |
69,413
+2,309
| +3% | +$139K | 0.11% | 85 |
|
|
2014
Q3 | $4.04M | Buy |
67,104
+395
| +0.6% | +$23.1K | 0.1% | 91 |
|
|
2014
Q2 | $3.84M | Buy |
66,709
+24,483
| +58% | +$1.38M | 0.09% | 91 |
|
|
2014
Q1 | $2.56M | Sell |
42,226
-2,008
| -5% | -$116K | 0.06% | 106 |
|
|
2013
Q4 | $2.59M | Buy |
44,234
+754
| +2% | +$41.3K | 0.06% | 105 |
|
|
2013
Q3 | $2.25M | Sell |
43,480
-181
| -0.4% | -$9.71K | 0.06% | 109 |
|
|
2013
Q2 | $2.31M | Buy |
+43,661
| New | +$2.22M | 0.06% | 105 |
|
Other funds holding JPM
Beck Mack & Oliver's JPM Position: Q2 2026 in Review
Beck Mack & Oliver reduced its JPMorgan Chase (JPM) stake by 3.3% in Q2 2026, selling an estimated $3.99M and leaving 374,875 shares worth $123M. The position accounts for 2.39% of the portfolio, ranked #16.
Beck Mack & Oliver first reported a position in JPM in Q2 2013 and has held it in 53 quarters since. The position peaked at $128M in Q4 2025. 5,109 funds tracked by Wall St. Rank hold JPM as of Q2 2026.
- Beck Mack & Oliver held 374,875 shares of JPMorgan Chase worth $123M as of Q2 2026.
- Beck Mack & Oliver sold 12,860 JPMorgan Chase shares in Q2 2026, an estimated $3.99M.
- JPMorgan Chase made up 2.39% of Beck Mack & Oliver's portfolio in Q2 2026, its #16 holding.
- Beck Mack & Oliver first reported a position in JPMorgan Chase in Q2 2013 and has held it in 53 quarters since.
- Beck Mack & Oliver's JPMorgan Chase position peaked at $128M in Q4 2025.
- 5,109 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.
Based on Beck Mack & Oliver's 13F filing for Q2 2026, filed 14 Aug 2026.