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Blume Capital Management’s JPMorgan Chase JPM Stock Holding History

Blume Capital 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 		$5.4M Sell
16,491
-261
-2% -$81.1K 0.79% 40
2026
Q1 		$4.93M Sell
16,752
-3,554
-18% -$1.08M 0.84% 40
2025
Q4 		$6.54M Sell
20,306
-890
-4% -$276K 1.19% 29
2025
Q3 		$6.69M Sell
21,196
-548
-3% -$163K 1.27% 30
2025
Q2 		$6.3M Sell
21,744
-231
-1% -$58.9K 1.27% 33
2025
Q1 		$5.39M Sell
21,975
-1,162
-5% -$296K 1.21% 33
2024
Q4 		$5.55M Sell
23,137
-190
-0.8% -$44.3K 1.24% 33
2024
Q3 		$4.92M Sell
23,327
-235
-1% -$49.5K 1.1% 37
2024
Q2 		$4.77M Sell
23,562
-50
-0.2% -$9.78K 1.15% 36
2024
Q1 		$4.73M Sell
23,612
-1,011
-4% -$182K 1.14% 36
2023
Q4 		$4.19M Sell
24,623
-120
-0.5% -$18.2K 1.09% 37
2023
Q3 		$3.59M Sell
24,743
-2,477
-9% -$371K 1.06% 37
2023
Q2 		$3.96M Buy
27,220
+258
+1% +$35.5K 1.16% 35
2023
Q1 		$3.51M Sell
26,962
-7,465
-22% -$1.02M 1.11% 35
2022
Q4 		$4.62M Buy
34,427
+9,650
+39% +$1.22M 1.56% 23
2022
Q3 		$2.59M Sell
24,777
-25
-0.1% -$2.87K 0.98% 36
2022
Q2 		$2.79M Buy
24,802
+1,099
+5% +$136K 1.1% 33
2022
Q1 		$3.23M Sell
23,703
-10
-0% -$1.48K 1.07% 34
2021
Q4 		$3.75M Sell
23,713
-406
-2% -$66.7K 1.24% 30
2021
Q3 		$3.95M Sell
24,119
-481
-2% -$75.4K 1.44% 25
2021
Q2 		$3.83M Buy
24,600
+2,775
+13% +$436K 1.4% 25
2021
Q1 		$3.32M Sell
21,825
-15
-0.1% -$2.16K 1.31% 24
2020
Q4 		$2.77M Sell
21,840
-185
-0.8% -$20.7K 1.19% 30
2020
Q3 		$2.12M Hold
22,025
– – 1.08% 31
2020
Q2 		$2.07M Sell
22,025
-168
-0.8% -$15.9K 1.15% 28
2020
Q1 		$2M Sell
22,193
-190
-0.8% -$23.1K 1.28% 27
2019
Q4 		$3.12M Sell
22,383
-5,595
-20% -$718K 1.53% 25
2019
Q3 		$3.29M Sell
27,978
-720
-3% -$81.4K 1.64% 25
2019
Q2 		$3.21M Sell
28,698
-45
-0.2% -$4.96K 1.62% 24
2019
Q1 		$2.91M Sell
28,743
-75
-0.3% -$7.73K 1.53% 25
2018
Q4 		$2.81M Sell
28,818
-643
-2% -$68.5K 1.61% 23
2018
Q3 		$3.32M Sell
29,461
-200
-0.7% -$22.7K 1.74% 25
2018
Q2 		$3.09M Sell
29,661
-700
-2% -$76.8K 1.69% 25
2018
Q1 		$3.34M Sell
30,361
-955
-3% -$108K 1.86% 24
2017
Q4 		$3.35M Sell
31,316
-1,245
-4% -$126K 1.71% 25
2017
Q3 		$3.11M Buy
32,561
+1,093
+3% +$101K 1.64% 25
2017
Q2 		$2.88M Sell
31,468
-368
-1% -$31.8K 1.63% 24
2017
Q1 		$2.8M Sell
31,836
-9,951
-24% -$878K 1.62% 24
2016
Q4 		$3.61M Sell
41,787
-948
-2% -$72.3K 2.17% 21
2016
Q3 		$2.85M Sell
42,735
-382
-0.9% -$24.9K 1.74% 25
2016
Q2 		$2.68M Buy
43,117
+536
+1% +$33.5K 1.77% 23
2016
Q1 		$2.52M Sell
42,581
-14,300
-25% -$835K 1.74% 23
2015
Q4 		$3.76M Sell
56,881
-1,050
-2% -$68.4K 2.66% 15
2015
Q3 		$3.53M Sell
57,931
-75
-0.1% -$4.91K 2.87% 14
2015
Q2 		$3.93M Sell
58,006
-400
-0.7% -$26.1K 2.97% 13
2015
Q1 		$3.54M Sell
58,406
-2,500
-4% -$148K 2.45% 15
2014
Q4 		$3.81M Buy
60,906
+635
+1% +$38.2K 2.69% 14
2014
Q3 		$3.63M Sell
60,271
-1,450
-2% -$84.8K 2.83% 14
2014
Q2 		$3.56M Sell
61,721
-2,850
-4% -$160K 2.79% 14
2014
Q1 		$3.92M Sell
64,571
-6,046
-9% -$349K 3.11% 11
2013
Q4 		$4.13M Buy
+70,617
New +$3.87M 3.42% 9

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

Blume Capital Management's JPM Position: Q2 2026 in Review

Blume Capital Management reduced its JPMorgan Chase (JPM) stake by 1.6% in Q2 2026, selling an estimated $81.1K and leaving 16,491 shares worth $5.4M. The position accounts for 0.79% of the portfolio, ranked #40.

Blume Capital Management first reported a position in JPM in Q4 2013 and has held it in 51 quarters since. The position peaked at $6.69M in Q3 2025. 2,568 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Blume Capital Management held 16,491 shares of JPMorgan Chase worth $5.4M as of Q2 2026.
  • Blume Capital Management sold 261 JPMorgan Chase shares in Q2 2026, an estimated $81.1K.
  • JPMorgan Chase made up 0.79% of Blume Capital Management's portfolio in Q2 2026, its #40 holding.
  • Blume Capital Management first reported a position in JPMorgan Chase in Q4 2013 and has held it in 51 quarters since.
  • Blume Capital Management's JPMorgan Chase position peaked at $6.69M in Q3 2025.
  • 2,568 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Blume Capital Management's 13F filing for Q2 2026, filed 27 Jul 2026.