Cidel Asset Management’s JPMorgan Chase JPM Stock Holding History

Cidel 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 Q2	$31.9M	Buy	97,432 +3,446	+4%	+$1.07M	1.53%	17
2026 Q1	$27.6M	Buy	93,986 +8,971	+11%	+$2.72M	1.51%	21
2025 Q4	$27.4M	Sell	85,015 -6,897	-8%	-$2.14M	1.94%	13
2025 Q3	$29M	Sell	91,912 -957	-1%	-$285K	1.66%	18
2025 Q2	$26.9M	Sell	92,869 -7,674	-8%	-$1.96M	1.62%	18
2025 Q1	$24.7M	Buy	100,543 +3,296	+3%	+$840K	1.61%	19
2024 Q4	$23.3M	Sell	97,247 -967	-1%	-$225K	1.57%	19
2024 Q3	$20.7M	Sell	98,214 -31	-0%	-$6.53K	1.46%	22
2024 Q2	$19.9M	Buy	98,245 +71,286	+264%	+$13.9M	1.54%	21
2024 Q1	$5.4M	Sell	26,959 -2,493	-8%	-$450K	0.41%	53
2023 Q4	$5.01M	Buy	29,452 +24,209	+462%	+$3.67M	0.21%	65
2023 Q3	$760K	Sell	5,243 -80	-2%	-$12K	0.04%	94
2023 Q2	$774K	Hold	5,323	–	–	0.04%	97
2023 Q1	$694K	Buy	5,323 +53	+1%	+$7.26K	0.03%	100
2022 Q4	$707K	Sell	5,270 -222	-4%	-$28.1K	0.03%	101
2022 Q3	$574K	Sell	5,492 -4,772	-46%	-$548K	0.03%	102
2022 Q2	$1.16M	Buy	10,264 +30	+0.3%	+$3.72K	0.05%	83
2022 Q1	$1.4M	Sell	10,234 -441	-4%	-$65.1K	0.05%	80
2021 Q4	$1.69M	Buy	10,675 +22	+0.2%	+$3.61K	0.06%	75
2021 Q3	$1.74M	Sell	10,653 -3	-0%	-$470	0.07%	69
2021 Q2	$1.66M	Sell	10,656 -332	-3%	-$52.1K	0.07%	70
2021 Q1	$1.67M	Sell	10,988 -532	-5%	-$76.5K	0.08%	71
2020 Q4	$1.46M	Buy	11,520 +1,189	+12%	+$133K	0.08%	68
2020 Q3	$995K	Buy	10,331 +4,200	+69%	+$412K	0.06%	71
2020 Q2	$577K	Sell	6,131 -549	-8%	-$52.1K	0.03%	83
2020 Q1	$601K	Sell	6,680 -1,978	-23%	-$240K	0.03%	76
2019 Q4	$1.21M	Sell	8,658 -482	-5%	-$61.8K	0.05%	66
2019 Q3	$1.08M	Buy	+9,140	New	+$1.03M	0.05%	77
2019 Q2	–	Sell	-5,465	Closed	-$553K	–	124
2019 Q1	$553K	Sell	5,465 -2,285	-29%	-$235K	0.03%	81
2018 Q4	$757K	Buy	7,750 +450	+6%	+$47.9K	0.05%	56
2018 Q3	$824K	Buy	7,300 +1,300	+22%	+$148K	0.04%	56
2018 Q2	$625K	Buy	+6,000	New	+$658K	0.03%	59
2018 Q1	–	Sell	-2,235	Closed	-$239K	–	82
2017 Q4	$239K	Hold	2,235	–	–	0.01%	71
2017 Q3	$213K	Buy	+2,235	New	+$206K	0.01%	75

Other funds holding JPM

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

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MBI

Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

Cidel Asset Management's JPM Position: Q2 2026 in Review

Cidel Asset Management increased its JPMorgan Chase (JPM) stake by 3.7% in Q2 2026, buying an estimated $1.07M and bringing the position to 97,432 shares worth $31.9M. The position accounts for 1.53% of the portfolio, ranked #17.

Cidel Asset Management first reported a position in JPM in Q3 2017 and has held it in 34 quarters since. 1,772 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Cidel Asset Management held 97,432 shares of JPMorgan Chase worth $31.9M as of Q2 2026.
Cidel Asset Management bought 3,446 JPMorgan Chase shares in Q2 2026, an estimated $1.07M.
JPMorgan Chase made up 1.53% of Cidel Asset Management's portfolio in Q2 2026, its #17 holding.
Cidel Asset Management first reported a position in JPMorgan Chase in Q3 2017 and has held it in 34 quarters since.
1,772 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Cidel Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.