Chesapeake Asset Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $6.27M | Buy |
19,168
+88
| +0.5% | +$27.3K | 4.79% | 4 |
|
|
2026
Q1 | $5.61M | Buy |
19,080
+47
| +0.2% | +$14.3K | 4.45% | 5 |
|
|
2025
Q4 | $6.13M | Buy |
19,033
+47
| +0.2% | +$14.6K | 5.07% | 4 |
|
|
2025
Q3 | $5.99M | Sell |
18,986
-67
| -0.4% | -$19.9K | 5.3% | 4 |
|
|
2025
Q2 | $5.52M | Sell |
19,053
-141
| -0.7% | -$36K | 4.97% | 5 |
|
|
2025
Q1 | $4.71M | Buy |
19,194
+852
| +5% | +$217K | 4.43% | 4 |
|
|
2024
Q4 | $4.4M | Sell |
18,342
-68
| -0.4% | -$15.8K | 4.09% | 4 |
|
|
2024
Q3 | $3.88M | Buy |
18,410
+119
| +0.7% | +$25.1K | 3.37% | 5 |
|
|
2024
Q2 | $3.7M | Buy |
18,291
+712
| +4% | +$139K | 3.54% | 6 |
|
|
2024
Q1 | $3.52M | Sell |
17,579
-926
| -5% | -$167K | 3.48% | 5 |
|
|
2023
Q4 | $3.15M | Sell |
18,505
-359
| -2% | -$54.4K | 2.81% | 7 |
|
|
2023
Q3 | $2.74M | Buy |
18,864
+178
| +1% | +$26.7K | 2.65% | 7 |
|
|
2023
Q2 | $2.72M | Sell |
18,686
-847
| -4% | -$116K | 2.45% | 8 |
|
|
2023
Q1 | $2.55M | Buy |
+19,533
| New | +$2.68M | 2.33% | 9 |
|
|
2019
Q4 | $2.5M | Hold |
17,963
| – | – | 4.24% | 7 |
|
|
2019
Q3 | $2.11M | Sell |
17,963
-1,145
| -6% | -$130K | 3.97% | 9 |
|
|
2019
Q2 | $2.14M | Hold |
19,108
| – | – | 3.52% | 11 |
|
|
2019
Q1 | $1.93M | Sell |
19,108
-6,540
| -25% | -$674K | 3.29% | 11 |
|
|
2018
Q4 | $2.5M | Hold |
25,648
| – | – | 4.61% | 8 |
|
|
2018
Q3 | $2.89M | Hold |
25,648
| – | – | 3.33% | 8 |
|
|
2018
Q2 | $2.67M | Sell |
25,648
-5,530
| -18% | -$607K | 3.11% | 9 |
|
|
2018
Q1 | $3.43M | Sell |
31,178
-907
| -3% | -$103K | 3.68% | 7 |
|
|
2017
Q4 | $3.43M | Hold |
32,085
| – | – | 3.31% | 9 |
|
|
2017
Q3 | $3.06M | Hold |
32,085
| – | – | 2.76% | 11 |
|
|
2017
Q2 | $2.93M | Hold |
32,085
| – | – | 2.79% | 12 |
|
|
2017
Q1 | $2.82M | Hold |
32,085
| – | – | 2.32% | 12 |
|
|
2016
Q4 | $2.77M | Hold |
32,085
| – | – | 2.4% | 17 |
|
|
2016
Q3 | $2.14M | Hold |
32,085
| – | – | 1.93% | 21 |
|
|
2016
Q2 | $1.99M | Hold |
32,085
| – | – | 1.62% | 23 |
|
|
2016
Q1 | $1.9M | Hold |
32,085
| – | – | 1.58% | 25 |
|
|
2015
Q4 | $2.12M | Hold |
32,085
| – | – | 1.63% | 26 |
|
|
2015
Q3 | $1.96M | Hold |
32,085
| – | – | 1.66% | 26 |
|
|
2015
Q2 | $2.17M | Sell |
32,085
-200
| -0.6% | -$13.1K | 1.6% | 26 |
|
|
2015
Q1 | $1.96M | Hold |
32,285
| – | – | 1.44% | 29 |
|
|
2014
Q4 | $2.02M | Hold |
32,285
| – | – | 1.27% | 36 |
|
|
2014
Q3 | $1.94M | Hold |
32,285
| – | – | 1.19% | 38 |
|
|
2014
Q2 | $1.86M | Sell |
32,285
-555
| -2% | -$31.2K | 1.16% | 37 |
|
|
2014
Q1 | $1.99M | Hold |
32,840
| – | – | 1.35% | 32 |
|
|
2013
Q4 | $1.92M | Hold |
32,840
| – | – | 1.14% | 39 |
|
|
2013
Q3 | $1.7M | Hold |
32,840
| – | – | 1.14% | 37 |
|
|
2013
Q2 | $1.73M | Buy |
+32,840
| New | +$1.67M | 1.25% | 39 |
|
Other funds holding JPM
Chesapeake Asset Management's JPM Position: Q2 2026 in Review
Chesapeake Asset Management increased its JPMorgan Chase (JPM) stake by 0.46% in Q2 2026, buying an estimated $27.3K and bringing the position to 19,168 shares worth $6.27M. The position accounts for 4.79% of the portfolio, ranked #4.
Chesapeake Asset Management first reported a position in JPM in Q2 2013 and has held it in 41 quarters since. 3,215 funds tracked by Wall St. Rank hold JPM as of Q2 2026.
- Chesapeake Asset Management held 19,168 shares of JPMorgan Chase worth $6.27M as of Q2 2026.
- Chesapeake Asset Management bought 88 JPMorgan Chase shares in Q2 2026, an estimated $27.3K.
- JPMorgan Chase made up 4.79% of Chesapeake Asset Management's portfolio in Q2 2026, its #4 holding.
- Chesapeake Asset Management first reported a position in JPMorgan Chase in Q2 2013 and has held it in 41 quarters since.
- 3,215 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.
Based on Chesapeake Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.