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Chapin Davis’s JPMorgan Chase JPM Stock Holding History

Chapin Davis’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
Q3 		$10.5M Sell
31,872
-61
-0.2% -$21.3K 2.03% 18
2026
Q2 		$10.5M Buy
31,933
+512
+2% +$159K 1.84% 17
2026
Q1 		$9.24M Buy
31,421
+1,029
+3% +$312K 2.06% 11
2025
Q4 		$9.79M Sell
30,392
-1,883
-6% -$583K 2.3% 10
2025
Q3 		$10.2M Buy
32,275
+135
+0.4% +$40.2K 2.5% 7
2025
Q2 		$9.32M Buy
32,140
+1,010
+3% +$258K 2.58% 8
2025
Q1 		$7.64M Sell
31,130
-1,311
-4% -$334K 2.6% 6
2024
Q4 		$6.84M Hold
32,441
– – 2.23% 6
2024
Q3 		$6.84M Buy
32,441
+151
+0.5% +$31.8K 2.22% 6
2024
Q2 		$6.53M Buy
32,290
+455
+1% +$89K 2.23% 8
2024
Q1 		$6.38M Sell
31,835
-463
-1% -$83.5K 2.33% 5
2023
Q4 		$5.49M Buy
32,298
+53
+0.2% +$8.03K 2.31% 6
2023
Q3 		$4.68M Buy
32,245
+850
+3% +$127K 2.23% 6
2023
Q2 		$4.57M Buy
31,395
+1,033
+3% +$142K 2.17% 5
2023
Q1 		$3.96M Buy
30,362
+7,234
+31% +$991K 2.05% 6
2022
Q4 		$3.1M Buy
+23,128
New +$2.93M 1.8% 7

Other funds holding JPM

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Chapin Davis's JPM Position: Q3 2026 in Review

Chapin Davis reduced its JPMorgan Chase (JPM) stake by 0.19% in Q3 2026, selling an estimated $21.3K and leaving 31,872 shares worth $10.5M. The position accounts for 2.03% of the portfolio, ranked #18.

Chapin Davis first reported a position in JPM in Q4 2022 and has held it in 16 quarters since. 283 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Chapin Davis held 31,872 shares of JPMorgan Chase worth $10.5M as of Q3 2026.
  • Chapin Davis sold 61 JPMorgan Chase shares in Q3 2026, an estimated $21.3K.
  • JPMorgan Chase made up 2.03% of Chapin Davis's portfolio in Q3 2026, its #18 holding.
  • Chapin Davis first reported a position in JPMorgan Chase in Q4 2022 and has held it in 16 quarters since.
  • 283 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Chapin Davis's 13F filing for Q3 2026, filed 9 Oct 2026.