CCM
JPM icon

Chaney Capital Management’s JPMorgan Chase JPM Stock Holding History

Chaney Capital 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 		$240K Hold
733
– – 0.08% 41
2026
Q1 		$216K Sell
733
-6
-0.8% -$1.82K 0.08% 38
2025
Q4 		$238K Hold
739
– – 0.08% 36
2025
Q3 		$233K Buy
+739
New +$220K 0.08% 35

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Chaney Capital Management's JPM Position: Q2 2026 in Review

Chaney Capital Management held its JPMorgan Chase (JPM) position steady in Q2 2026 at 733 shares worth $240K. The position accounts for 0.08% of the portfolio, ranked #41.

Chaney Capital Management first reported a position in JPM in Q3 2025 and has held it in 4 quarters since. 5,144 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Chaney Capital Management held 733 shares of JPMorgan Chase worth $240K as of Q2 2026.
  • Chaney Capital Management left its JPMorgan Chase share count unchanged in Q2 2026.
  • JPMorgan Chase made up 0.08% of Chaney Capital Management's portfolio in Q2 2026, its #41 holding.
  • Chaney Capital Management first reported a position in JPMorgan Chase in Q3 2025 and has held it in 4 quarters since.
  • 5,144 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Chaney Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.