Chase Investment Counsel’s JPMorgan Chase JPM Stock Holding History

Chase Investment Counsel’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	$489K	Sell	1,495 -326	-18%	-$101K	0.1%	99
2026 Q1	$535K	Buy	1,821 +852	+88%	+$259K	0.14%	103
2025 Q4	$312K	Sell	969 -12	-1%	-$3.71K	0.09%	116
2025 Q3	$309K	Buy	981 +84	+9%	+$25K	0.09%	114
2025 Q2	$260K	Sell	897 -60	-6%	-$15.3K	0.08%	125
2025 Q1	$234K	Sell	957 -49	-5%	-$12.5K	0.09%	119
2024 Q4	$241K	Hold	1,006	–	–	0.08%	129
2024 Q3	$212K	Buy	+1,006	New	+$212K	0.07%	122

Other funds holding JPM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Chase Investment Counsel's JPM Position: Q2 2026 in Review

Chase Investment Counsel reduced its JPMorgan Chase (JPM) stake by 18% in Q2 2026, selling an estimated $101K and leaving 1,495 shares worth $489K. The position accounts for 0.1% of the portfolio, ranked #99.

Chase Investment Counsel first reported a position in JPM in Q3 2024 and has held it in 8 quarters since. The position peaked at $535K in Q1 2026. 3,239 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Chase Investment Counsel held 1,495 shares of JPMorgan Chase worth $489K as of Q2 2026.
Chase Investment Counsel sold 326 JPMorgan Chase shares in Q2 2026, an estimated $101K.
JPMorgan Chase made up 0.1% of Chase Investment Counsel's portfolio in Q2 2026, its #99 holding.
Chase Investment Counsel first reported a position in JPMorgan Chase in Q3 2024 and has held it in 8 quarters since.
Chase Investment Counsel's JPMorgan Chase position peaked at $535K in Q1 2026.
3,239 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Chase Investment Counsel's 13F filing for Q2 2026, filed 6 Aug 2026.