Butensky & Cohen Financial Security’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 | $6.85M | Sell |
20,934
-274
| -1% | -$85.1K | 1.7% | 11 |
|
|
2026
Q1 | $6.24M | Buy |
21,208
+117
| +0.6% | +$35.5K | 1.64% | 17 |
|
|
2025
Q4 | $6.8M | Sell |
21,091
-143
| -0.7% | -$44.3K | 1.84% | 9 |
|
|
2025
Q3 | $6.7M | Sell |
21,234
-801
| -4% | -$238K | 1.87% | 8 |
|
|
2025
Q2 | $6.39M | Sell |
22,035
-1,014
| -4% | -$259K | 1.9% | 4 |
|
|
2025
Q1 | $5.65M | Sell |
23,049
-1,905
| -8% | -$486K | 1.73% | 12 |
|
|
2024
Q4 | $5.98M | Sell |
24,954
-1,279
| -5% | -$298K | 1.88% | 5 |
|
|
2024
Q3 | $5.53M | Sell |
26,233
-756
| -3% | -$159K | 1.64% | 12 |
|
|
2024
Q2 | $5.46M | Sell |
26,989
-890
| -3% | -$174K | 1.74% | 8 |
|
|
2024
Q1 | $5.58M | Sell |
27,879
-2,845
| -9% | -$513K | 1.74% | 1 |
|
|
2023
Q4 | $5.23M | Buy |
30,724
+183
| +0.6% | +$27.7K | 1.74% | 5 |
|
|
2023
Q3 | $4.43M | Buy |
30,541
+611
| +2% | +$91.6K | 1.61% | 16 |
|
|
2023
Q2 | $4.35M | Sell |
29,930
-836
| -3% | -$115K | 1.57% | 19 |
|
|
2023
Q1 | $4.01M | Sell |
30,766
-566
| -2% | -$77.5K | 1.45% | 36 |
|
|
2022
Q4 | $4.2M | Buy |
31,332
+314
| +1% | +$39.8K | 1.55% | 29 |
|
|
2022
Q3 | $3.24M | Buy |
31,018
+6,363
| +26% | +$730K | 1.35% | 35 |
|
|
2022
Q2 | $2.78M | Buy |
24,655
+1,504
| +6% | +$186K | 1.14% | 51 |
|
|
2022
Q1 | $3.16M | Buy |
23,151
+390
| +2% | +$57.6K | 1.11% | 53 |
|
|
2021
Q4 | $3.6M | Sell |
22,761
-227
| -1% | -$37.3K | 1.29% | 41 |
|
|
2021
Q3 | $3.76M | Buy |
22,988
+21
| +0.1% | +$3.29K | 1.5% | 15 |
|
|
2021
Q2 | $3.57M | Sell |
22,967
-264
| -1% | -$41.5K | 1.42% | 31 |
|
|
2021
Q1 | $3.54M | Sell |
23,231
-5,556
| -19% | -$799K | 1.46% | 27 |
|
|
2020
Q4 | $3.66M | Sell |
28,787
-634
| -2% | -$70.9K | 1.66% | 4 |
|
|
2020
Q3 | $2.83M | Buy |
29,421
+2,797
| +11% | +$275K | 1.5% | 26 |
|
|
2020
Q2 | $2.5M | Buy |
26,624
+13,606
| +105% | +$1.29M | 1.43% | 32 |
|
|
2020
Q1 | $1.17M | Buy |
13,018
+11,460
| +736% | +$1.39M | 0.88% | 59 |
|
|
2019
Q4 | $217K | Buy |
+1,558
| New | +$200K | 0.12% | 90 |
|
|
2017
Q3 | – | Sell |
-705
| Closed | -$64K | – | 101 |
|
|
2017
Q2 | $64K | Hold |
705
| – | – | 0.06% | 79 |
|
|
2017
Q1 | $62K | Hold |
705
| – | – | 0.06% | 80 |
|
|
2016
Q4 | $61K | Hold |
705
| – | – | 0.06% | 78 |
|
|
2016
Q3 | $47K | Hold |
705
| – | – | 0.05% | 78 |
|
|
2016
Q2 | $44K | Hold |
705
| – | – | 0.04% | 77 |
|
|
2016
Q1 | $42K | Sell |
705
-116
| -14% | -$6.77K | 0.04% | 77 |
|
|
2015
Q4 | $54K | Hold |
821
| – | – | 0.05% | 77 |
|
|
2015
Q3 | $50K | Buy |
821
+116
| +16% | +$7.6K | 0.05% | 77 |
|
|
2015
Q2 | $48K | Buy |
705
+205
| +41% | +$13.4K | 0.05% | 78 |
|
|
2015
Q1 | $30K | Hold |
500
| – | – | 0.03% | 86 |
|
|
2014
Q4 | $31K | Buy |
+500
| New | +$30.1K | 0.03% | 85 |
|
Other funds holding JPM
LMFP
RG
ATO
MBI
Butensky & Cohen Financial Security's JPM Position: Q2 2026 in Review
Butensky & Cohen Financial Security reduced its JPMorgan Chase (JPM) stake by 1.3% in Q2 2026, selling an estimated $85.1K and leaving 20,934 shares worth $6.85M. The position accounts for 1.7% of the portfolio, ranked #11.
Butensky & Cohen Financial Security first reported a position in JPM in Q4 2014 and has held it in 38 quarters since. 1,772 funds tracked by Wall St. Rank hold JPM as of Q2 2026.
- Butensky & Cohen Financial Security held 20,934 shares of JPMorgan Chase worth $6.85M as of Q2 2026.
- Butensky & Cohen Financial Security sold 274 JPMorgan Chase shares in Q2 2026, an estimated $85.1K.
- JPMorgan Chase made up 1.7% of Butensky & Cohen Financial Security's portfolio in Q2 2026, its #11 holding.
- Butensky & Cohen Financial Security first reported a position in JPMorgan Chase in Q4 2014 and has held it in 38 quarters since.
- 1,772 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.
Based on Butensky & Cohen Financial Security's 13F filing for Q2 2026, filed 10 Jul 2026.