Churchill 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
2025
Q2
$21.7M Buy
75,014
+39,275
+110% +$10M 0.24% 36
2025
Q1
$8.77M Sell
35,739
-310
-0.9% -$79K 0.11% 78
2024
Q4
$8.64M Sell
36,049
-960
-3% -$224K 0.09% 80
2024
Q3
$7.8M Sell
37,009
-1,067
-3% -$225K 0.09% 88
2024
Q2
$7.7M Buy
38,076
+7,089
+23% +$1.39M 0.09% 87
2024
Q1
$6.21M Sell
30,987
-28
-0.1% -$5.05K 0.08% 96
2023
Q4
$5.28M Buy
31,015
+393
+1% +$59.6K 0.08% 94
2023
Q3
$4.44M Buy
30,622
+778
+3% +$117K 0.08% 99
2023
Q2
$4.34M Buy
29,844
+133
+0.4% +$18.3K 0.07% 101
2023
Q1
$3.87M Buy
29,711
+984
+3% +$135K 0.08% 102
2022
Q4
$3.85M Sell
28,727
-3,243
-10% -$411K 0.09% 89
2022
Q3
$3.34M Sell
31,970
-19,285
-38% -$2.21M 0.09% 96
2022
Q2
$5.77M Sell
51,255
-589
-1% -$73K 0.14% 85
2022
Q1
$7.07M Sell
51,844
-86,079
-62% -$12.7M 0.12% 87
2021
Q4
$21.8M Buy
137,923
+1,351
+1% +$222K 0.3% 37
2021
Q3
$22.4M Buy
136,572
+32,809
+32% +$5.14M 0.34% 37
2021
Q2
$16.1M Buy
103,763
+14,589
+16% +$2.29M 0.24% 53
2021
Q1
$13.6M Buy
89,174
+14,914
+20% +$2.15M 0.22% 58
2020
Q4
$9.44M Sell
74,260
-2,044
-3% -$228K 0.16% 77
2020
Q3
$7.35M Buy
+76,304
New +$7.49M 0.18% 74
2018
Q4
Sell
-18,622
Closed -$2.1M 128
2018
Q3
$2.1M Buy
18,622
+1,266
+7% +$144K 0.05% 109
2018
Q2
$1.81M Buy
17,356
+1,002
+6% +$110K 0.05% 106
2018
Q1
$1.8M Buy
16,354
+590
+4% +$66.8K 0.05% 103
2017
Q4
$1.69M Buy
15,764
+350
+2% +$35.4K 0.04% 108
2017
Q3
$1.47M Sell
15,414
-183
-1% -$16.9K 0.04% 104
2017
Q2
$1.43M Buy
15,597
+35
+0.2% +$3.02K 0.04% 105
2017
Q1
$1.37M Buy
+15,562
New +$1.37M 0.04% 108
2015
Q1
Sell
-48,295
Closed -$3.02M 186
2014
Q4
$3.02M Sell
48,295
-2,844
-6% -$171K 0.12% 101
2014
Q3
$3.08M Buy
+51,139
New +$2.99M 0.13% 92

Other funds holding JPM

Churchill Management's JPM Position: Q2 2025 in Review

Churchill Management increased its JPMorgan Chase (JPM) stake by 110% in Q2 2025, buying an estimated $10M and bringing the position to 75,014 shares worth $21.7M. The position accounts for 0.24% of the portfolio, ranked #36.

Churchill Management first reported a position in JPM in Q3 2014 and has held it in 29 quarters since. The position peaked at $22.4M in Q3 2021. 4,741 funds tracked by Wall St. Rank hold JPM as of Q2 2025.

  • Churchill Management held 75,014 shares of JPMorgan Chase worth $21.7M as of Q2 2025.
  • Churchill Management bought 39,275 JPMorgan Chase shares in Q2 2025, an estimated $10M.
  • JPMorgan Chase made up 0.24% of Churchill Management's portfolio in Q2 2025, its #36 holding.
  • Churchill Management first reported a position in JPMorgan Chase in Q3 2014 and has held it in 29 quarters since.
  • Churchill Management's JPMorgan Chase position peaked at $22.4M in Q3 2021.
  • 4,741 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2025.

Based on Churchill Management's 13F filing for Q2 2025, filed 18 Jul 2025.