Campion Asset Management’s JPMorgan Chase JPM Stock Holding History

Campion Asset 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	$1.49M	Sell	4,560 -1	-0%	-$311	0.91%	22
2026 Q1	$1.34M	Sell	4,561 -48	-1%	-$14.6K	0.91%	20
2025 Q4	$1.49M	Sell	4,609 -23	-0.5%	-$7.12K	1.03%	19
2025 Q3	$1.46M	Sell	4,632 -30	-0.6%	-$8.92K	1.04%	18
2025 Q2	$1.35M	Sell	4,662 -184	-4%	-$47K	1.01%	20
2025 Q1	$1.19M	Sell	4,846 -155	-3%	-$39.5K	0.92%	21
2024 Q4	$1.2M	Sell	5,001 -28	-0.6%	-$6.52K	0.91%	20
2024 Q3	$1.06M	Sell	5,029 -89	-2%	-$18.7K	0.78%	23
2024 Q2	$1.04M	Sell	5,118 -75	-1%	-$14.7K	0.81%	23
2024 Q1	$1.04M	Buy	5,193 +18	+0.3%	+$3.25K	0.8%	23
2023 Q4	$880K	Hold	5,175	–	–	0.75%	23
2023 Q3	$750K	Hold	5,175	–	–	0.69%	29
2023 Q2	$753K	Buy	5,175 +110	+2%	+$15.1K	0.67%	30
2023 Q1	$660K	Buy	5,065 +241	+5%	+$33K	0.62%	33
2022 Q4	$647K	Sell	4,824 -313	-6%	-$39.7K	0.64%	33
2022 Q3	$537K	Hold	5,137	–	–	0.57%	39
2022 Q2	$578K	Hold	5,137	–	–	0.57%	39
2022 Q1	$700K	Hold	5,137	–	–	0.6%	38
2021 Q4	$813K	Buy	5,137 +600	+13%	+$98.5K	0.67%	32
2021 Q3	$743K	Sell	4,537 -28	-0.6%	-$4.39K	0.66%	30
2021 Q2	$710K	Sell	4,565 -1,220	-21%	-$192K	0.59%	29
2021 Q1	$881K	Buy	+5,785	New	+$832K	0.67%	26

Other funds holding JPM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Campion Asset Management's JPM Position: Q2 2026 in Review

Campion Asset Management reduced its JPMorgan Chase (JPM) stake by 0.02% in Q2 2026, selling an estimated $311 and leaving 4,560 shares worth $1.49M. The position accounts for 0.91% of the portfolio, ranked #22.

Campion Asset Management first reported a position in JPM in Q1 2021 and has held it in 22 quarters since. 3,229 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Campion Asset Management held 4,560 shares of JPMorgan Chase worth $1.49M as of Q2 2026.
Campion Asset Management sold 1 JPMorgan Chase share in Q2 2026, an estimated $311.
JPMorgan Chase made up 0.91% of Campion Asset Management's portfolio in Q2 2026, its #22 holding.
Campion Asset Management first reported a position in JPMorgan Chase in Q1 2021 and has held it in 22 quarters since.
3,229 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Campion Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.