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Cabot Wealth Management’s JPMorgan Chase JPM Stock Holding History

Cabot Wealth 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
73,122
-364
-0.5% -$113K 2.44% 8
2026
Q1 		$21.6M Sell
73,486
-678
-0.9% -$206K 2.49% 9
2025
Q4 		$23.9M Sell
74,164
-938
-1% -$290K 2.64% 8
2025
Q3 		$23.7M Sell
75,102
-568
-0.8% -$169K 2.63% 9
2025
Q2 		$21.9M Sell
75,670
-516
-0.7% -$132K 2.61% 8
2025
Q1 		$18.7M Sell
76,186
-16,511
-18% -$4.21M 2.38% 10
2024
Q4 		$22.2M Sell
92,697
-3,838
-4% -$894K 2.82% 6
2024
Q3 		$20.4M Sell
96,535
-1,463
-1% -$308K 2.54% 6
2024
Q2 		$19.8M Sell
97,998
-3,863
-4% -$755K 2.6% 6
2024
Q1 		$20.4M Sell
101,861
-4,731
-4% -$854K 2.67% 4
2023
Q4 		$18.1M Sell
106,592
-2,000
-2% -$303K 2.52% 9
2023
Q3 		$15.7M Buy
108,592
+1,065
+1% +$160K 2.41% 9
2023
Q2 		$15.6M Sell
107,527
-676
-0.6% -$93K 2.34% 10
2023
Q1 		$14.1M Sell
108,203
-507
-0.5% -$69.5K 2.23% 14
2022
Q4 		$14.6M Sell
108,710
-7,571
-7% -$959K 2.46% 7
2022
Q3 		$12.2M Sell
116,281
-6,239
-5% -$716K 2.06% 13
2022
Q2 		$13.8M Sell
122,520
-432
-0.4% -$53.5K 2.19% 9
2022
Q1 		$16.8M Buy
122,952
+3,206
+3% +$473K 2.26% 9
2021
Q4 		$19M Buy
119,746
+3,079
+3% +$506K 2.4% 9
2021
Q3 		$19.1M Sell
116,667
-1,492
-1% -$234K 2.56% 7
2021
Q2 		$18.4M Sell
118,159
-1,266
-1% -$199K 2.45% 7
2021
Q1 		$18.2M Buy
119,425
+6,932
+6% +$997K 2.57% 7
2020
Q4 		$14.3M Buy
112,493
+7,683
+7% +$859K 2.2% 12
2020
Q3 		$10.1M Buy
104,810
+2,668
+3% +$262K 1.83% 18
2020
Q2 		$9.61M Buy
102,142
+1,234
+1% +$117K 1.92% 16
2020
Q1 		$9.09M Buy
100,908
+937
+0.9% +$114K 2.17% 11
2019
Q4 		$13.9M Sell
99,971
-1,043
-1% -$134K 2.69% 6
2019
Q3 		$11.9M Sell
101,014
-209
-0.2% -$23.6K 2.51% 8
2019
Q2 		$11.3M Sell
101,223
-97
-0.1% -$10.7K 2.39% 7
2019
Q1 		$10.3M Buy
101,320
+1,697
+2% +$175K 2.25% 11
2018
Q4 		$9.72M Sell
99,623
-163
-0.2% -$17.4K 2.37% 10
2018
Q3 		$11.3M Sell
99,786
-4,310
-4% -$489K 2.42% 8
2018
Q2 		$10.8M Sell
104,096
-1,231
-1% -$135K 2.42% 8
2018
Q1 		$11.6M Sell
105,327
-3,256
-3% -$369K 2.59% 6
2017
Q4 		$11.6M Sell
108,583
-5,023
-4% -$509K 2.51% 7
2017
Q3 		$10.9M Sell
113,606
-3,149
-3% -$290K 2.44% 8
2017
Q2 		$10.7M Sell
116,755
-1,476
-1% -$127K 2.48% 7
2017
Q1 		$10.4M Sell
118,231
-4,170
-3% -$368K 2.56% 7
2016
Q4 		$10.6M Sell
122,401
-4,343
-3% -$331K 2.86% 3
2016
Q3 		$8.44M Buy
126,744
+2,746
+2% +$179K 2.17% 7
2016
Q2 		$7.71M Sell
123,998
-495
-0.4% -$30.9K 2.03% 10
2016
Q1 		$7.37M Sell
124,493
-149
-0.1% -$8.7K 2.05% 11
2015
Q4 		$8.23M Buy
124,642
+1,584
+1% +$103K 2.1% 6
2015
Q3 		$7.5M Buy
123,058
+158
+0.1% +$10.3K 2.07% 7
2015
Q2 		$8.33M Buy
122,900
+1,955
+2% +$128K 2.02% 7
2015
Q1 		$7.33M Buy
120,945
+1,773
+1% +$105K 1.78% 9
2014
Q4 		$7.46M Buy
119,172
+1,705
+1% +$103K 1.84% 8
2014
Q3 		$7.08M Buy
117,467
+130
+0.1% +$7.6K 1.81% 8
2014
Q2 		$6.76M Buy
117,337
+3,557
+3% +$200K 1.7% 9
2014
Q1 		$6.91M Buy
113,780
+28,160
+33% +$1.63M 1.82% 5
2013
Q4 		$5.01M Buy
85,620
+7,847
+10% +$430K 1.31% 16
2013
Q3 		$4.02M Buy
77,773
+64,433
+483% +$3.46M 1.2% 19
2013
Q2 		$704K Buy
+13,340
New +$678K 0.24% 127

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

Cabot Wealth Management's JPM Position: Q2 2026 in Review

Cabot Wealth Management reduced its JPMorgan Chase (JPM) stake by 0.5% in Q2 2026, selling an estimated $113K and leaving 73,122 shares worth $23.9M. The position accounts for 2.44% of the portfolio, ranked #8.

Cabot Wealth Management first reported a position in JPM in Q2 2013 and has held it in 53 quarters since. 2,568 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Cabot Wealth Management held 73,122 shares of JPMorgan Chase worth $23.9M as of Q2 2026.
  • Cabot Wealth Management sold 364 JPMorgan Chase shares in Q2 2026, an estimated $113K.
  • JPMorgan Chase made up 2.44% of Cabot Wealth Management's portfolio in Q2 2026, its #8 holding.
  • Cabot Wealth Management first reported a position in JPMorgan Chase in Q2 2013 and has held it in 53 quarters since.
  • 2,568 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Cabot Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.