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Cardinal Capital Management Inc (North Carolina)’s JPMorgan Chase JPM Stock Holding History

Cardinal Capital Management Inc (North Carolina)’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 		$19.1M Sell
58,423
-366
-0.6% -$114K 2.31% 7
2026
Q1 		$17.3M Sell
58,789
-385
-0.7% -$117K 2.23% 9
2025
Q4 		$19.1M Buy
59,174
+18
+0% +$5.57K 2.53% 6
2025
Q3 		$18.7M Sell
59,156
-653
-1% -$194K 2.58% 6
2025
Q2 		$17.3M Buy
59,809
+4,403
+8% +$1.12M 2.54% 6
2025
Q1 		$13.6M Sell
55,406
-1,144
-2% -$292K 2.1% 7
2024
Q4 		$13.6M Sell
56,550
-941
-2% -$219K 2.13% 7
2024
Q3 		$12.1M Buy
57,491
+121
+0.2% +$25.5K 1.89% 9
2024
Q2 		$11.6M Sell
57,370
-75
-0.1% -$14.7K 1.95% 9
2024
Q1 		$11.5M Buy
57,445
+2,642
+5% +$477K 1.87% 9
2023
Q4 		$9.32M Sell
54,803
-248
-0.5% -$37.6K 1.77% 12
2023
Q3 		$7.98M Buy
55,051
+526
+1% +$78.8K 1.63% 15
2023
Q2 		$7.93M Buy
54,525
+315
+0.6% +$43.3K 1.6% 13
2023
Q1 		$7.06M Buy
54,210
+282
+0.5% +$38.6K 1.47% 21
2022
Q4 		$7.23M Buy
53,928
+399
+0.7% +$50.6K 1.54% 18
2022
Q3 		$5.59M Buy
53,529
+1,165
+2% +$134K 1.32% 24
2022
Q2 		$5.9M Buy
52,364
+800
+2% +$99.1K 1.35% 22
2022
Q1 		$7.03M Buy
51,564
+1,428
+3% +$211K 1.42% 23
2021
Q4 		$7.94M Sell
50,136
-253
-0.5% -$41.5K 1.57% 18
2021
Q3 		$8.25M Sell
50,389
-791
-2% -$124K 1.79% 13
2021
Q2 		$7.96M Sell
51,180
-2
-0% -$314 1.68% 17
2021
Q1 		$7.79M Sell
51,182
-132
-0.3% -$19K 1.72% 11
2020
Q4 		$6.52M Buy
51,314
+250
+0.5% +$27.9K 1.54% 19
2020
Q3 		$4.92M Buy
51,064
+365
+0.7% +$35.8K 1.35% 27
2020
Q2 		$4.77M Buy
50,699
+154
+0.3% +$14.6K 1.37% 27
2020
Q1 		$4.55M Sell
50,545
-1,587
-3% -$193K 1.5% 22
2019
Q4 		$7.27M Sell
52,132
-1,250
-2% -$160K 1.89% 6
2019
Q3 		$6.28M Sell
53,382
-479
-0.9% -$54.2K 1.74% 11
2019
Q2 		$6.02M Sell
53,861
-307
-0.6% -$33.8K 1.71% 13
2019
Q1 		$5.48M Sell
54,168
-78
-0.1% -$8.04K 1.57% 16
2018
Q4 		$5.29M Buy
54,246
+243
+0.4% +$25.9K 1.75% 13
2018
Q3 		$6.09M Sell
54,003
-1,224
-2% -$139K 1.72% 11
2018
Q2 		$5.75M Sell
55,227
-1,000
-2% -$110K 1.74% 9
2018
Q1 		$6.18M Sell
56,227
-1,247
-2% -$141K 1.94% 9
2017
Q4 		$6.15M Sell
57,474
-693
-1% -$70.2K 1.86% 10
2017
Q3 		$5.55M Sell
58,167
-1,021
-2% -$94.2K 1.75% 12
2017
Q2 		$5.41M Buy
59,188
+1,976
+3% +$170K 1.79% 12
2017
Q1 		$5.03M Sell
57,212
-445
-0.8% -$39.3K 1.82% 12
2016
Q4 		$4.97M Sell
57,657
-326
-0.6% -$24.9K 1.89% 10
2016
Q3 		$3.86M Buy
57,983
+1,300
+2% +$84.8K 1.51% 26
2016
Q2 		$3.52M Sell
56,683
-115
-0.2% -$7.18K 1.43% 32
2016
Q1 		$3.36M Buy
56,798
+132
+0.2% +$7.71K 1.41% 29
2015
Q4 		$3.74M Sell
56,666
-895
-2% -$58.3K 1.67% 21
2015
Q3 		$3.51M Sell
57,561
-23
-0% -$1.51K 1.64% 21
2015
Q2 		$3.9M Buy
57,584
+2,140
+4% +$140K 1.7% 19
2015
Q1 		$3.36M Buy
55,444
+4
+0% +$237 1.42% 30
2014
Q4 		$3.47M Sell
55,440
-8
-0% -$481 1.59% 29
2014
Q3 		$3.34M Buy
55,448
+1,010
+2% +$59K 1.59% 28
2014
Q2 		$3.14M Buy
54,438
+1,147
+2% +$64.5K 1.56% 29
2014
Q1 		$3.23M Sell
53,291
-3,093
-5% -$179K 1.66% 26
2013
Q4 		$3.3M Sell
56,384
-1,268
-2% -$69.5K 1.69% 26
2013
Q3 		$2.98M Buy
57,652
+326
+0.6% +$17.5K 1.69% 27
2013
Q2 		$3.03M Buy
+57,326
New +$2.91M 1.79% 22

Other funds holding JPM

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Cardinal Capital Management Inc (North Carolina)'s JPM Position: Q2 2026 in Review

Cardinal Capital Management Inc (North Carolina) reduced its JPMorgan Chase (JPM) stake by 0.62% in Q2 2026, selling an estimated $114K and leaving 58,423 shares worth $19.1M. The position accounts for 2.31% of the portfolio, ranked #7.

Cardinal Capital Management Inc (North Carolina) first reported a position in JPM in Q2 2013 and has held it in 53 quarters since. 3,214 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Cardinal Capital Management Inc (North Carolina) held 58,423 shares of JPMorgan Chase worth $19.1M as of Q2 2026.
  • Cardinal Capital Management Inc (North Carolina) sold 366 JPMorgan Chase shares in Q2 2026, an estimated $114K.
  • JPMorgan Chase made up 2.31% of Cardinal Capital Management Inc (North Carolina)'s portfolio in Q2 2026, its #7 holding.
  • Cardinal Capital Management Inc (North Carolina) first reported a position in JPMorgan Chase in Q2 2013 and has held it in 53 quarters since.
  • 3,214 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Cardinal Capital Management Inc (North Carolina)'s 13F filing for Q2 2026, filed 21 Jul 2026.