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 Q3	$515K	Sell	1,556 -335	-18%	-$117K	0.02%	69
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

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

QPBE

Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Chickasaw Capital Management's JPM Position: Q3 2026 in Review

Chickasaw Capital Management reduced its JPMorgan Chase (JPM) stake by 18% in Q3 2026, selling an estimated $117K and leaving 1,556 shares worth $515K. The position accounts for 0.02% of the portfolio, ranked #69.

Chickasaw Capital Management first reported a position in JPM in Q4 2017 and has held it in 29 quarters since. The position peaked at $619K in Q2 2026. 283 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

Chickasaw Capital Management held 1,556 shares of JPMorgan Chase worth $515K as of Q3 2026.
Chickasaw Capital Management sold 335 JPMorgan Chase shares in Q3 2026, an estimated $117K.
JPMorgan Chase made up 0.02% of Chickasaw Capital Management's portfolio in Q3 2026, its #69 holding.
Chickasaw Capital Management first reported a position in JPMorgan Chase in Q4 2017 and has held it in 29 quarters since.
Chickasaw Capital Management's JPMorgan Chase position peaked at $619K in Q2 2026.
283 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Chickasaw Capital Management's 13F filing for Q3 2026, filed 8 Oct 2026.