Campbell & Co Investment Adviser’s JPMorgan Chase JPM Stock Holding History

Campbell & Co Investment Adviser’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	$4.5M	Buy	+13,733	New	+$4.26M	0.24%	98
2026 Q1	–	Sell	-29,196	Closed	-$9.41M	–	1238
2025 Q4	$9.41M	Buy	+29,196	New	+$9.04M	0.45%	18
2024 Q2	–	Sell	-3,193	Closed	-$640K	–	1190
2024 Q1	$640K	Sell	3,193 -15,777	-83%	-$2.85M	0.06%	595
2023 Q4	$3.23M	Buy	+18,970	New	+$2.87M	0.29%	36
2021 Q3	–	Sell	-2,000	Closed	-$311K	–	675
2021 Q2	$311K	Sell	2,000 -3,300	-62%	-$518K	0.13%	311
2021 Q1	$807K	Buy	5,300 +2,900	+121%	+$417K	0.5%	33
2020 Q4	$305K	Buy	+2,400	New	+$268K	0.19%	224
2020 Q3	–	Sell	-2,617	Closed	-$246K	–	434
2020 Q2	$246K	Buy	+2,617	New	+$248K	0.31%	151

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Campbell & Co Investment Adviser's JPM Position: Q2 2026 in Review

Campbell & Co Investment Adviser opened a new position in JPMorgan Chase (JPM) in Q2 2026: 13,733 shares worth $4.5M. The stake represents 0.24% of the portfolio and ranks #98 among its holdings. This is a return to the name: Campbell & Co Investment Adviser previously reported a position in JPM as recently as Q4 2025.

Campbell & Co Investment Adviser first reported a position in JPM in Q2 2020 and has held it in 8 quarters since. The position peaked at $9.41M in Q4 2025. 5,152 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Campbell & Co Investment Adviser held 13,733 shares of JPMorgan Chase worth $4.5M as of Q2 2026.
JPMorgan Chase was a new Campbell & Co Investment Adviser position in Q2 2026.
JPMorgan Chase made up 0.24% of Campbell & Co Investment Adviser's portfolio in Q2 2026, its #98 holding.
Campbell & Co Investment Adviser first reported a position in JPMorgan Chase in Q2 2020 and has held it in 8 quarters since.
Campbell & Co Investment Adviser's JPMorgan Chase position peaked at $9.41M in Q4 2025.
5,152 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Campbell & Co Investment Adviser's 13F filing for Q2 2026, filed 3 Aug 2026.