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Boltwood Capital Management’s JPMorgan Chase JPM Stock Holding History

Boltwood 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 		$5.55M Sell
16,944
-38
-0.2% -$11.8K 1.27% 21
2026
Q1 		$5M Buy
16,982
+130
+0.8% +$39.5K 1.27% 23
2025
Q4 		$5.43M Sell
16,852
-99
-0.6% -$30.7K 1.41% 18
2025
Q3 		$5.35M Buy
16,951
+38
+0.2% +$11.3K 1.42% 18
2025
Q2 		$4.9M Buy
16,913
+478
+3% +$122K 1.39% 18
2025
Q1 		$4.03M Buy
16,435
+1,985
+14% +$506K 1.23% 22
2024
Q4 		$3.46M Buy
14,450
+40
+0.3% +$9.32K 1.06% 24
2024
Q3 		$3.04M Buy
14,410
+19
+0.1% +$4K 0.9% 29
2024
Q2 		$2.91M Sell
14,391
-1,125
-7% -$220K 0.91% 28
2024
Q1 		$3.11M Sell
15,516
-355
-2% -$64.1K 0.96% 28
2023
Q4 		$2.7M Sell
15,871
-258
-2% -$39.1K 0.89% 30
2023
Q3 		$2.34M Sell
16,129
-530
-3% -$79.4K 0.87% 30
2023
Q2 		$2.42M Sell
16,659
-2
-0% -$275 0.87% 33
2023
Q1 		$2.17M Buy
16,661
+187
+1% +$25.6K 0.81% 36
2022
Q4 		$2.21M Sell
16,474
-297
-2% -$37.6K 0.9% 31
2022
Q3 		$1.75M Sell
16,771
-616
-4% -$70.7K 0.8% 36
2022
Q2 		$1.96M Sell
17,387
-160
-0.9% -$19.8K 0.85% 37
2022
Q1 		$2.39M Sell
17,547
-591
-3% -$87.2K 0.92% 35
2021
Q4 		$2.87M Sell
18,138
-130
-0.7% -$21.3K 1.06% 27
2021
Q3 		$2.99M Sell
18,268
-2
-0% -$314 1.21% 24
2021
Q2 		$2.84M Sell
18,270
-143
-0.8% -$22.5K 1.18% 24
2021
Q1 		$2.8M Sell
18,413
-1,465
-7% -$211K 1.24% 22
2020
Q4 		$2.53M Sell
19,878
-75
-0.4% -$8.38K 1.23% 22
2020
Q3 		$1.92M Sell
19,953
-10
-0.1% -$982 1.07% 30
2020
Q2 		$1.88M Sell
19,963
-693
-3% -$65.8K 1.13% 31
2020
Q1 		$1.86M Sell
20,656
-1,632
-7% -$198K 1.32% 23
2019
Q4 		$3.11M Buy
22,288
+30
+0.1% +$3.85K 1.74% 15
2019
Q3 		$2.62M Sell
22,258
-169
-0.8% -$19.1K 1.65% 14
2019
Q2 		$2.51M Sell
22,427
-365
-2% -$40.2K 1.6% 19
2019
Q1 		$2.31M Sell
22,792
-325
-1% -$33.5K 1.5% 21
2018
Q4 		$2.26M Sell
23,117
-488
-2% -$52K 1.54% 21
2018
Q3 		$2.66M Sell
23,605
-80
-0.3% -$9.08K 1.59% 16
2018
Q2 		$2.47M Sell
23,685
-765
-3% -$83.9K 1.61% 14
2018
Q1 		$2.69M Sell
24,450
-580
-2% -$65.7K 1.84% 11
2017
Q4 		$2.68M Buy
25,030
+150
+0.6% +$15.2K 1.64% 15
2017
Q3 		$2.38M Sell
24,880
-132
-0.5% -$12.2K 1.54% 15
2017
Q2 		$2.29M Sell
25,012
-1,435
-5% -$124K 1.55% 15
2017
Q1 		$2.32M Buy
26,447
+775
+3% +$68.4K 1.63% 15
2016
Q4 		$2.21M Buy
25,672
+687
+3% +$52.4K 1.69% 13
2016
Q3 		$1.66M Sell
24,985
-170
-0.7% -$11.1K 1.33% 19
2016
Q2 		$1.56M Buy
25,155
+115
+0.5% +$7.18K 1.3% 19
2016
Q1 		$1.48M Sell
25,040
-3,276
-12% -$191K 1.31% 19
2015
Q4 		$1.87M Buy
28,316
+1,527
+6% +$99.4K 1.71% 15
2015
Q3 		$1.63M Sell
26,789
-395
-1% -$25.9K 1.74% 15
2015
Q2 		$1.84M Sell
27,184
-637
-2% -$41.6K 1.81% 12
2015
Q1 		$1.69M Sell
27,821
-650
-2% -$38.5K 0.49% 41
2014
Q4 		$1.78M Sell
28,471
-275
-1% -$16.5K 0.51% 42
2014
Q3 		$1.73M Buy
28,746
+1,054
+4% +$61.6K 0.51% 42
2014
Q2 		$1.6M Buy
27,692
+543
+2% +$30.5K 0.47% 43
2014
Q1 		$1.65M Sell
27,149
-850
-3% -$49.1K 0.52% 39
2013
Q4 		$1.64M Buy
27,999
+376
+1% +$20.6K 0.54% 42
2013
Q3 		$1.43M Sell
27,623
-75
-0.3% -$4.02K 0.52% 44
2013
Q2 		$1.46M Buy
+27,698
New +$1.41M 0.6% 42

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

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

Boltwood Capital Management reduced its JPMorgan Chase (JPM) stake by 0.22% in Q2 2026, selling an estimated $11.8K and leaving 16,944 shares worth $5.55M. The position accounts for 1.27% of the portfolio, ranked #21.

Boltwood Capital Management first reported a position in JPM in Q2 2013 and has held it in 53 quarters since. 1,577 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Boltwood Capital Management held 16,944 shares of JPMorgan Chase worth $5.55M as of Q2 2026.
  • Boltwood Capital Management sold 38 JPMorgan Chase shares in Q2 2026, an estimated $11.8K.
  • JPMorgan Chase made up 1.27% of Boltwood Capital Management's portfolio in Q2 2026, its #21 holding.
  • Boltwood Capital Management first reported a position in JPMorgan Chase in Q2 2013 and has held it in 53 quarters since.
  • 1,577 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Boltwood Capital Management's 13F filing for Q2 2026, filed 6 Jul 2026.