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Chapman Investment Management’s JPMorgan Chase JPM Stock Holding History

Chapman Investment 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 		$3.12M Buy
+9,521
New +$2.96M 2.57% 13

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Chapman Investment Management's JPM Position: Q2 2026 in Review

Chapman Investment Management sold out of JPMorgan Chase (JPM) in Q2 2026, closing a stake of 9,521 shares — an estimated $2.96M sold.

Chapman Investment Management first reported a position in JPM in Q4 2019 and held it in 26 quarters. The position peaked at $4.14M in Q3 2025. 2,104 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Chapman Investment Management reported no remaining JPMorgan Chase position as of Q2 2026 after selling out during the quarter.
  • Chapman Investment Management sold 9,521 JPMorgan Chase shares in Q2 2026, an estimated $2.96M.
  • Chapman Investment Management first reported a position in JPMorgan Chase in Q4 2019 and held it in 26 quarters.
  • Chapman Investment Management's JPMorgan Chase position peaked at $4.14M in Q3 2025.
  • 2,104 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Chapman Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.