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Chatterton & Associates’s JPMorgan Chase JPM Stock Holding History

Chatterton & Associates’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 		$279K Buy
832
+47
+6% +$14.6K 0.16% 85
2026
Q1 		$244K Buy
785
+122
+18% +$37K 0.17% 88
2025
Q4 		$214K Buy
+663
New +$205K 0.18% 81

Other funds holding JPM

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
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 22.96% 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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Chatterton & Associates's JPM Position: Q2 2026 in Review

Chatterton & Associates increased its JPMorgan Chase (JPM) stake by 6% in Q2 2026, buying an estimated $14.6K and bringing the position to 832 shares worth $279K. The position accounts for 0.16% of the portfolio, ranked #85.

Chatterton & Associates first reported a position in JPM in Q4 2025 and has held it in 3 quarters since. 3,239 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Chatterton & Associates held 832 shares of JPMorgan Chase worth $279K as of Q2 2026.
  • Chatterton & Associates bought 47 JPMorgan Chase shares in Q2 2026, an estimated $14.6K.
  • JPMorgan Chase made up 0.16% of Chatterton & Associates's portfolio in Q2 2026, its #85 holding.
  • Chatterton & Associates first reported a position in JPMorgan Chase in Q4 2025 and has held it in 3 quarters since.
  • 3,239 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Chatterton & Associates's 13F filing for Q2 2026, filed 14 Jul 2026.