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Chesley Taft & Associates’s JPMorgan Chase JPM Stock Holding History

Chesley Taft & 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 		$56M Sell
171,069
-4,050
-2% -$1.26M 2.18% 9
2026
Q1 		$51.5M Sell
175,119
-1,089
-0.6% -$330K 2.15% 8
2025
Q4 		$56.8M Buy
176,208
+9,121
+5% +$2.82M 2.24% 8
2025
Q3 		$52.7M Sell
167,087
-3,060
-2% -$910K 2.23% 8
2025
Q2 		$49.3M Sell
170,147
-1,208
-0.7% -$308K 2.2% 9
2025
Q1 		$42M Buy
171,355
+810
+0.5% +$207K 2.03% 10
2024
Q4 		$40.9M Sell
170,545
-2,787
-2% -$649K 1.9% 12
2024
Q3 		$36.5M Sell
173,332
-32,614
-16% -$6.87M 1.74% 12
2024
Q2 		$41.7M Buy
205,946
+2,029
+1% +$397K 2.09% 9
2024
Q1 		$40.8M Sell
203,917
-303
-0.1% -$54.7K 2.09% 10
2023
Q4 		$34.7M Sell
204,220
-850
-0.4% -$129K 1.95% 11
2023
Q3 		$29.7M Sell
205,070
-680
-0.3% -$102K 1.93% 9
2023
Q2 		$29.9M Sell
205,750
-1,706
-0.8% -$235K 1.83% 10
2023
Q1 		$27M Sell
207,456
-1,081
-0.5% -$148K 1.77% 10
2022
Q4 		$28M Buy
208,537
+699
+0.3% +$88.6K 1.93% 9
2022
Q3 		$21.7M Sell
207,838
-739
-0.4% -$84.8K 1.6% 16
2022
Q2 		$23.5M Sell
208,577
-693
-0.3% -$85.9K 1.6% 15
2022
Q1 		$27.5M Sell
209,270
-283
-0.1% -$41.8K 1.61% 13
2021
Q4 		$33.2M Buy
209,553
+2,284
+1% +$375K 1.72% 14
2021
Q3 		$33.9M Buy
207,269
+1,765
+0.9% +$277K 1.93% 10
2021
Q2 		$32M Buy
205,504
+165
+0.1% +$25.9K 1.84% 12
2021
Q1 		$31.5M Buy
205,339
+48,257
+31% +$6.94M 1.88% 11
2020
Q4 		$20M Sell
157,082
-32,920
-17% -$3.68M 1.28% 22
2020
Q3 		$18.3M Sell
190,002
-7,592
-4% -$746K 1.3% 20
2020
Q2 		$18.6M Buy
197,594
+4,358
+2% +$413K 1.41% 18
2020
Q1 		$17.4M Sell
193,236
-371
-0.2% -$45.1K 1.58% 15
2019
Q4 		$27M Buy
193,607
+2,308
+1% +$296K 1.94% 12
2019
Q3 		$22.5M Sell
191,299
-49,313
-20% -$5.58M 1.74% 17
2019
Q2 		$26.9M Buy
240,612
+49,402
+26% +$5.45M 2.1% 11
2019
Q1 		$19.4M Buy
191,210
+6,793
+4% +$700K 1.61% 17
2018
Q4 		$18M Buy
184,417
+2,010
+1% +$214K 1.74% 12
2018
Q3 		$20.6M Buy
182,407
+767
+0.4% +$87.1K 1.64% 13
2018
Q2 		$18.9M Buy
181,640
+1,946
+1% +$213K 1.63% 14
2018
Q1 		$19.8M Sell
179,694
-614
-0.3% -$69.5K 1.76% 9
2017
Q4 		$19.3M Buy
180,308
+450
+0.3% +$45.6K 1.63% 10
2017
Q3 		$17.2M Buy
179,858
+6,187
+4% +$571K 1.48% 13
2017
Q2 		$15.9M Buy
173,671
+80,939
+87% +$6.98M 1.43% 15
2017
Q1 		$8.15M Sell
92,732
-4,855
-5% -$428K 0.77% 41
2016
Q4 		$8.42M Buy
97,587
+3,574
+4% +$273K 0.83% 39
2016
Q3 		$6.26M Buy
94,013
+596
+0.6% +$38.9K 0.63% 49
2016
Q2 		$5.8M Buy
93,417
+580
+0.6% +$36.2K 0.6% 50
2016
Q1 		$5.5M Buy
92,837
+4,458
+5% +$260K 0.58% 55
2015
Q4 		$5.84M Sell
88,379
-4,233
-5% -$276K 0.61% 55
2015
Q3 		$5.65M Buy
92,612
+875
+1% +$57.3K 0.62% 55
2015
Q2 		$6.22M Buy
91,737
+76
+0.1% +$4.96K 0.63% 54
2015
Q1 		$5.55M Sell
91,661
-2,005
-2% -$119K 0.57% 59
2014
Q4 		$5.86M Sell
93,666
-215
-0.2% -$12.9K 0.59% 56
2014
Q3 		$5.66M Sell
93,881
-9,545
-9% -$558K 0.59% 61
2014
Q2 		$5.96M Buy
103,426
+821
+0.8% +$46.2K 0.62% 59
2014
Q1 		$6.23M Buy
102,605
+880
+0.9% +$50.9K 0.67% 55
2013
Q4 		$5.95M Sell
101,725
-7,377
-7% -$404K 0.59% 61
2013
Q3 		$5.64M Buy
109,102
+74
+0.1% +$3.97K 0.61% 55
2013
Q2 		$5.76M Buy
+109,028
New +$5.54M 0.67% 50

Other funds holding JPM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Chesley Taft & Associates's JPM Position: Q2 2026 in Review

Chesley Taft & Associates reduced its JPMorgan Chase (JPM) stake by 2.3% in Q2 2026, selling an estimated $1.26M and leaving 171,069 shares worth $56M. The position accounts for 2.18% of the portfolio, ranked #9.

Chesley Taft & Associates first reported a position in JPM in Q2 2013 and has held it in 53 quarters since. The position peaked at $56.8M in Q4 2025. 2,480 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Chesley Taft & Associates held 171,069 shares of JPMorgan Chase worth $56M as of Q2 2026.
  • Chesley Taft & Associates sold 4,050 JPMorgan Chase shares in Q2 2026, an estimated $1.26M.
  • JPMorgan Chase made up 2.18% of Chesley Taft & Associates's portfolio in Q2 2026, its #9 holding.
  • Chesley Taft & Associates first reported a position in JPMorgan Chase in Q2 2013 and has held it in 53 quarters since.
  • Chesley Taft & Associates's JPMorgan Chase position peaked at $56.8M in Q4 2025.
  • 2,480 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Chesley Taft & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.