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Charter Capital Management’s JPMorgan Chase JPM Stock Holding History

Charter 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 		$1.3M Sell
3,980
-76
-2% -$23.6K 0.58% 18
2026
Q1 		$1.19M Buy
4,056
+654
+19% +$198K 0.6% 18
2025
Q4 		$1.1M Buy
3,402
+1
+0% +$310 0.57% 18
2025
Q3 		$1.07M Buy
3,401
+32
+0.9% +$9.52K 0.58% 18
2025
Q2 		$977K Buy
+3,369
New +$860K 0.57% 18

Other funds holding JPM

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 22.94% 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
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Charter Capital Management reduced its JPMorgan Chase (JPM) stake by 1.9% in Q2 2026, selling an estimated $23.6K and leaving 3,980 shares worth $1.3M. The position accounts for 0.58% of the portfolio, ranked #18.

Charter Capital Management first reported a position in JPM in Q2 2025 and has held it in 5 quarters since. 2,843 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Charter Capital Management held 3,980 shares of JPMorgan Chase worth $1.3M as of Q2 2026.
  • Charter Capital Management sold 76 JPMorgan Chase shares in Q2 2026, an estimated $23.6K.
  • JPMorgan Chase made up 0.58% of Charter Capital Management's portfolio in Q2 2026, its #18 holding.
  • Charter Capital Management first reported a position in JPMorgan Chase in Q2 2025 and has held it in 5 quarters since.
  • 2,843 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Charter Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.