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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
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

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

Chapin Davis's JPM Position: Q2 2026 in Review

Chapin Davis increased its JPMorgan Chase (JPM) stake by 1.6% in Q2 2026, buying an estimated $159K and bringing the position to 31,933 shares worth $10.5M. The position accounts for 1.84% of the portfolio, ranked #17.

Chapin Davis first reported a position in JPM in Q4 2022 and has held it in 15 quarters since. 5,110 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Chapin Davis held 31,933 shares of JPMorgan Chase worth $10.5M as of Q2 2026.
  • Chapin Davis bought 512 JPMorgan Chase shares in Q2 2026, an estimated $159K.
  • JPMorgan Chase made up 1.84% of Chapin Davis's portfolio in Q2 2026, its #17 holding.
  • Chapin Davis first reported a position in JPMorgan Chase in Q4 2022 and has held it in 15 quarters since.
  • 5,110 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Chapin Davis's 13F filing for Q2 2026, filed 7 Jul 2026.