Chickasaw Capital Management’s JPMorgan Chase JPM Stock Holding History

Chickasaw Capital 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 Q2	$619K	Buy	1,891 +325	+21%	+$101K	0.02%	65
2026 Q1	$461K	Hold	1,566	–	–	0.02%	73
2025 Q4	$505K	Sell	1,566 -5	-0.3%	-$1.55K	0.02%	67
2025 Q3	$496K	Hold	1,571	–	–	0.02%	70
2025 Q2	$455K	Sell	1,571 -240	-13%	-$61.2K	0.02%	70
2025 Q1	$444K	Sell	1,811 -15	-0.8%	-$3.82K	0.02%	68
2024 Q4	$438K	Hold	1,826	–	–	0.02%	67
2024 Q3	$385K	Hold	1,826	–	–	0.02%	70
2024 Q2	$369K	Hold	1,826	–	–	0.02%	73
2024 Q1	$366K	Buy	1,826 +251	+16%	+$45.3K	0.02%	73
2023 Q4	$268K	Buy	1,575 +75	+5%	+$11.4K	0.01%	81
2023 Q3	$218K	Hold	1,500	–	–	0.01%	79
2023 Q2	$218K	Buy	+1,500	New	+$206K	0.01%	81
2023 Q1	–	Sell	-1,500	Closed	-$201K	–	85
2022 Q4	$201K	Sell	1,500 -500	-25%	-$63.4K	0.01%	81
2022 Q3	$209K	Hold	2,000	–	–	0.01%	78
2022 Q2	$225K	Hold	2,000	–	–	0.01%	77
2022 Q1	$273K	Hold	2,000	–	–	0.01%	77
2021 Q4	$317K	Hold	2,000	–	–	0.02%	76
2021 Q3	$327K	Hold	2,000	–	–	0.02%	73
2021 Q2	$311K	Hold	2,000	–	–	0.01%	74
2021 Q1	$304K	Hold	2,000	–	–	0.02%	75
2020 Q4	$254K	Buy	+2,000	New	+$224K	0.01%	76
2020 Q1	–	Sell	-2,000	Closed	-$279K	–	80
2019 Q4	$279K	Hold	2,000	–	–	0.01%	77
2019 Q3	$235K	Buy	+2,000	New	+$226K	0.01%	78
2018 Q4	–	Sell	-1,975	Closed	-$223K	–	100
2018 Q3	$223K	Hold	1,975	–	–	﹤0.01%	101
2018 Q2	$206K	Hold	1,975	–	–	﹤0.01%	100
2018 Q1	$217K	Hold	1,975	–	–	0.01%	99
2017 Q4	$211K	Buy	+1,975	New	+$200K	﹤0.01%	99

Other funds holding JPM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Chickasaw Capital Management's JPM Position: Q2 2026 in Review

Chickasaw Capital Management increased its JPMorgan Chase (JPM) stake by 21% in Q2 2026, buying an estimated $101K and bringing the position to 1,891 shares worth $619K. The position accounts for 0.02% of the portfolio, ranked #65.

Chickasaw Capital Management first reported a position in JPM in Q4 2017 and has held it in 28 quarters since. 2,915 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Chickasaw Capital Management held 1,891 shares of JPMorgan Chase worth $619K as of Q2 2026.
Chickasaw Capital Management bought 325 JPMorgan Chase shares in Q2 2026, an estimated $101K.
JPMorgan Chase made up 0.02% of Chickasaw Capital Management's portfolio in Q2 2026, its #65 holding.
Chickasaw Capital Management first reported a position in JPMorgan Chase in Q4 2017 and has held it in 28 quarters since.
2,915 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Chickasaw Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.