Chesapeake Asset Management’s JPMorgan Chase JPM Stock Holding History

Chesapeake Asset 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 Q1	–	Sell	-2	Closed	-$7	–	359
2025 Q4	$7	Hold	2	–	–	﹤0.01%	363
2025 Q3	$196	Hold	2	–	–	﹤0.01%	315
2025 Q2	$650	Buy	+2	New	+$510	﹤0.01%	303
2023 Q2	–	Sell	-4	Closed	-$84	–	465
2023 Q1	$84	Buy	+4	New	+$548	﹤0.01%	408

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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. 5,155 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.
5,155 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.