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Chatham Capital Group’s JPMorgan Chase JPM Stock Holding History

Chatham Capital Group’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 		$5.16M Sell
15,768
-100
-0.6% -$31.1K 0.66% 41
2026
Q1 		$4.67M Buy
15,868
+188
+1% +$57.1K 0.68% 47
2025
Q4 		$5.05M Buy
15,680
+170
+1% +$52.6K 0.72% 37
2025
Q3 		$4.89M Buy
15,510
+75
+0.5% +$22.3K 0.7% 39
2025
Q2 		$4.47M Hold
15,435
– – 0.68% 43
2025
Q1 		$3.79M Hold
15,435
– – 0.63% 50
2024
Q4 		$3.7M Sell
15,435
-30
-0.2% -$6.99K 0.61% 49
2024
Q3 		$3.26M Sell
15,465
-307
-2% -$64.7K 0.53% 59
2024
Q2 		$3.19M Sell
15,772
-10
-0.1% -$1.96K 0.56% 54
2024
Q1 		$3.16M Buy
15,782
+375
+2% +$67.7K 0.58% 55
2023
Q4 		$2.62M Hold
15,407
– – 0.53% 56
2023
Q3 		$2.23M Buy
15,407
+42
+0.3% +$6.3K 0.5% 62
2023
Q2 		$2.23M Buy
15,365
+50
+0.3% +$6.88K 0.47% 71
2023
Q1 		$2M Buy
15,315
+150
+1% +$20.6K 0.45% 74
2022
Q4 		$2.03M Sell
15,165
-3,475
-19% -$440K 0.48% 71
2022
Q3 		$1.95M Buy
18,640
+1,940
+12% +$223K 0.48% 69
2022
Q2 		$1.88M Buy
16,700
+4,315
+35% +$535K 0.43% 68
2022
Q1 		$1.69M Hold
12,385
– – 0.33% 84
2021
Q4 		$1.96M Sell
12,385
-500
-4% -$82.1K 0.35% 75
2021
Q3 		$2.11M Sell
12,885
-250
-2% -$39.2K 0.41% 67
2021
Q2 		$2.04M Hold
13,135
– – 0.4% 69
2021
Q1 		$2M Sell
13,135
-50
-0.4% -$7.19K 0.42% 68
2020
Q4 		$1.68M Sell
13,185
-400
-3% -$44.7K 0.38% 72
2020
Q3 		$1.31M Sell
13,585
-27,710
-67% -$2.72M 0.32% 77
2020
Q2 		$3.88M Buy
41,295
+3,475
+9% +$330K 1.01% 29
2020
Q1 		$3.4M Sell
37,820
-330
-0.9% -$40.1K 1.01% 32
2019
Q4 		$5.32M Sell
38,150
-275
-0.7% -$35.3K 1.31% 23
2019
Q3 		$4.52M Sell
38,425
-83
-0.2% -$9.39K 1.16% 28
2019
Q2 		$4.3M Buy
38,508
+332
+0.9% +$36.6K 1.08% 28
2019
Q1 		$3.87M Sell
38,176
-1,669
-4% -$172K 0.99% 30
2018
Q4 		$3.89M Buy
39,845
+30,135
+310% +$3.21M 1.08% 26
2018
Q3 		$1.1M Sell
9,710
-326
-3% -$37K 0.28% 80
2018
Q2 		$1.05M Buy
10,036
+1,326
+15% +$145K 0.28% 81
2018
Q1 		$958K Buy
8,710
+304
+4% +$34.4K 0.26% 83
2017
Q4 		$899K Hold
8,406
– – 0.25% 81
2017
Q3 		$803K Sell
8,406
-675
-7% -$62.2K 0.23% 90
2017
Q2 		$830K Buy
9,081
+500
+6% +$43.1K 0.23% 90
2017
Q1 		$754K Buy
8,581
+96
+1% +$8.47K 0.21% 96
2016
Q4 		$732K Sell
8,485
-500
-6% -$38.1K 0.21% 91
2016
Q3 		$598K Buy
8,985
+200
+2% +$13K 0.19% 89
2016
Q2 		$546K Sell
8,785
-525
-6% -$32.8K 0.17% 94
2016
Q1 		$551K Hold
9,310
– – 0.17% 93
2015
Q4 		$615K Buy
9,310
+1,240
+15% +$80.7K 0.2% 90
2015
Q3 		$492K Sell
8,070
-722
-8% -$47.3K 0.17% 98
2015
Q2 		$596K Sell
8,792
-268
-3% -$17.5K 0.17% 102
2015
Q1 		$549K Buy
9,060
+490
+6% +$29K 0.16% 109
2014
Q4 		$536K Hold
8,570
– – 0.16% 113
2014
Q3 		$516K Buy
+8,570
New +$501K 0.16% 107

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Chatham Capital Group's JPM Position: Q2 2026 in Review

Chatham Capital Group reduced its JPMorgan Chase (JPM) stake by 0.63% in Q2 2026, selling an estimated $31.1K and leaving 15,768 shares worth $5.16M. The position accounts for 0.66% of the portfolio, ranked #41.

Chatham Capital Group first reported a position in JPM in Q3 2014 and has held it in 48 quarters since. The position peaked at $5.32M in Q4 2019. 956 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Chatham Capital Group held 15,768 shares of JPMorgan Chase worth $5.16M as of Q2 2026.
  • Chatham Capital Group sold 100 JPMorgan Chase shares in Q2 2026, an estimated $31.1K.
  • JPMorgan Chase made up 0.66% of Chatham Capital Group's portfolio in Q2 2026, its #41 holding.
  • Chatham Capital Group first reported a position in JPMorgan Chase in Q3 2014 and has held it in 48 quarters since.
  • Chatham Capital Group's JPMorgan Chase position peaked at $5.32M in Q4 2019.
  • 956 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Chatham Capital Group's 13F filing for Q2 2026, filed 13 Jul 2026.