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BTC Capital Management’s JPMorgan Chase JPM Stock Holding History

BTC 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 		$23.9M Sell
72,923
-2,802
-4% -$870K 1.45% 16
2026
Q1 		$22.3M Sell
75,725
-1,431
-2% -$434K 1.51% 15
2025
Q4 		$24.9M Sell
77,156
-1,260
-2% -$390K 1.74% 15
2025
Q3 		$24.7M Buy
78,416
+3,952
+5% +$1.18M 1.71% 14
2025
Q2 		$21.5M Buy
74,464
+122
+0.2% +$31.1K 1.76% 15
2025
Q1 		$18.2M Buy
74,342
+1,068
+1% +$272K 1.67% 15
2024
Q4 		$17.6M Sell
73,274
-5,273
-7% -$1.23M 1.63% 15
2024
Q3 		$16.6M Sell
78,547
-5,027
-6% -$1.06M 1.47% 14
2024
Q2 		$16.9M Sell
83,574
-18,674
-18% -$3.65M 1.57% 13
2024
Q1 		$20.5M Buy
+102,248
New +$18.5M 1.87% 9
2023
Q3 		$14.8M Buy
101,844
+3,903
+4% +$585K 1.7% 8
2023
Q2 		$14.3M Sell
97,941
-2,798
-3% -$385K 1.55% 11
2023
Q1 		$13.1M Buy
100,739
+1,041
+1% +$143K 1.51% 10
2022
Q4 		$13.4M Buy
99,698
+4,631
+5% +$587K 1.61% 11
2022
Q3 		$9.93M Sell
95,067
-970
-1% -$111K 1.3% 20
2022
Q2 		$10.8M Buy
96,037
+8,283
+9% +$1.03M 1.32% 18
2022
Q1 		$12M Sell
87,754
-7,690
-8% -$1.14M 1.18% 22
2021
Q4 		$15.1M Buy
95,444
+103
+0.1% +$16.9K 1.49% 15
2021
Q3 		$15.6M Sell
95,341
-2,174
-2% -$341K 1.75% 11
2021
Q2 		$15.2M Sell
97,515
-2,280
-2% -$358K 1.73% 12
2021
Q1 		$15.2M Sell
99,795
-5,446
-5% -$784K 1.7% 12
2020
Q4 		$13.4M Buy
105,241
+4,259
+4% +$476K 1.6% 12
2020
Q3 		$9.71M Buy
100,982
+2,292
+2% +$225K 1.35% 21
2020
Q2 		$9.28M Sell
98,690
-2,942
-3% -$279K 1.42% 15
2020
Q1 		$9.15M Sell
101,632
-3,026
-3% -$368K 1.75% 9
2019
Q4 		$14.6M Buy
104,658
+2,601
+3% +$334K 2.08% 8
2019
Q3 		$12M Buy
102,057
+1,342
+1% +$152K 1.92% 8
2019
Q2 		$11.3M Sell
100,715
-847
-0.8% -$93.4K 1.82% 8
2019
Q1 		$10.3M Sell
101,562
-5,683
-5% -$585K 1.64% 11
2018
Q4 		$10.5M Buy
107,245
+19,126
+22% +$2.04M 1.87% 8
2018
Q3 		$9.95M Sell
88,119
-5,450
-6% -$619K 1.7% 9
2018
Q2 		$9.75M Buy
93,569
+1,604
+2% +$176K 2.31% 4
2018
Q1 		$10.1M Buy
91,965
+4,343
+5% +$492K 1.66% 12
2017
Q4 		$9.36M Buy
87,622
+752
+0.9% +$76.1K 1.61% 15
2017
Q3 		$8.3M Sell
86,870
-2,968
-3% -$274K 1.49% 16
2017
Q2 		$8.21M Sell
89,838
-208
-0.2% -$17.9K 1.48% 15
2017
Q1 		$7.91M Sell
90,046
-6,513
-7% -$575K 1.48% 14
2016
Q4 		$8.33M Sell
96,559
-1,690
-2% -$129K 1.65% 11
2016
Q3 		$6.54M Sell
98,249
-2,653
-3% -$173K 1.36% 15
2016
Q2 		$6.26M Buy
100,902
+1,317
+1% +$82.3K 1.35% 14
2016
Q1 		$5.89M Buy
99,585
+12,471
+14% +$728K 1.36% 14
2015
Q4 		$5.75M Buy
87,114
+2,351
+3% +$153K 1.35% 13
2015
Q3 		$5.17M Buy
84,763
+4,039
+5% +$265K 1.24% 15
2015
Q2 		$5.48M Buy
80,724
+3,513
+5% +$229K 1.27% 14
2015
Q1 		$4.68M Sell
77,211
-37,373
-33% -$2.21M 1.08% 19
2014
Q4 		$7.17M Sell
114,584
-3,471
-3% -$209K 1.78% 8
2014
Q3 		$7.11M Buy
+118,055
New +$6.9M 1.8% 8

Other funds holding JPM

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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

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

BTC Capital Management reduced its JPMorgan Chase (JPM) stake by 3.7% in Q2 2026, selling an estimated $870K and leaving 72,923 shares worth $23.9M. The position accounts for 1.45% of the portfolio, ranked #16.

BTC Capital Management first reported a position in JPM in Q3 2014 and has held it in 47 quarters since. The position peaked at $24.9M in Q4 2025. 2,663 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • BTC Capital Management held 72,923 shares of JPMorgan Chase worth $23.9M as of Q2 2026.
  • BTC Capital Management sold 2,802 JPMorgan Chase shares in Q2 2026, an estimated $870K.
  • JPMorgan Chase made up 1.45% of BTC Capital Management's portfolio in Q2 2026, its #16 holding.
  • BTC Capital Management first reported a position in JPMorgan Chase in Q3 2014 and has held it in 47 quarters since.
  • BTC Capital Management's JPMorgan Chase position peaked at $24.9M in Q4 2025.
  • 2,663 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on BTC Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.