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Coerente Capital Management’s JPMorgan Chase JPM Stock Holding History

Coerente 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 		$13.5M Sell
41,273
-525
-1% -$163K 2.49% 20
2026
Q1 		$12.3M Sell
41,798
-505
-1% -$153K 2.29% 20
2025
Q4 		$13.6M Buy
42,303
+112
+0.3% +$34.7K 2.49% 19
2025
Q3 		$13.3M Sell
42,191
-1,255
-3% -$373K 2.36% 21
2025
Q2 		$12.6M Sell
43,446
-500
-1% -$128K 2.32% 20
2025
Q1 		$10.8M Sell
43,946
-80
-0.2% -$20.4K 2.1% 20
2024
Q4 		$10.6M Sell
44,026
-1,215
-3% -$283K 1.97% 21
2024
Q3 		$9.54M Sell
45,241
-255
-0.6% -$53.7K 1.78% 22
2024
Q2 		$9.2M Sell
45,496
-3,265
-7% -$638K 1.8% 22
2024
Q1 		$9.77M Buy
48,761
+5,527
+13% +$997K 1.85% 22
2023
Q4 		$7.35M Buy
43,234
+1,982
+5% +$300K 1.5% 22
2023
Q3 		$5.98M Buy
41,252
+7,785
+23% +$1.17M 1.33% 22
2023
Q2 		$4.87M Buy
33,467
+290
+0.9% +$39.9K 1.05% 23
2023
Q1 		$4.32M Sell
33,177
-3,247
-9% -$445K 0.97% 23
2022
Q4 		$4.88M Buy
36,424
+200
+0.6% +$25.3K 1.08% 22
2022
Q3 		$3.79M Sell
36,224
-225
-0.6% -$25.8K 0.91% 23
2022
Q2 		$4.1M Buy
36,449
+995
+3% +$123K 0.92% 23
2022
Q1 		$4.83M Buy
35,454
+632
+2% +$93.3K 0.97% 23
2021
Q4 		$5.51M Sell
34,822
-200
-0.6% -$32.8K 1.04% 23
2021
Q3 		$5.73M Buy
35,022
+200
+0.6% +$31.4K 1.19% 22
2021
Q2 		$5.42M Sell
34,822
-1,058
-3% -$166K 1.12% 23
2021
Q1 		$5.46M Buy
+35,880
New +$5.16M 1.19% 23

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

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

Coerente Capital Management reduced its JPMorgan Chase (JPM) stake by 1.3% in Q2 2026, selling an estimated $163K and leaving 41,273 shares worth $13.5M. The position accounts for 2.49% of the portfolio, ranked #20.

Coerente Capital Management first reported a position in JPM in Q1 2021 and has held it in 22 quarters since. The position peaked at $13.6M in Q4 2025. 2,568 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Coerente Capital Management held 41,273 shares of JPMorgan Chase worth $13.5M as of Q2 2026.
  • Coerente Capital Management sold 525 JPMorgan Chase shares in Q2 2026, an estimated $163K.
  • JPMorgan Chase made up 2.49% of Coerente Capital Management's portfolio in Q2 2026, its #20 holding.
  • Coerente Capital Management first reported a position in JPMorgan Chase in Q1 2021 and has held it in 22 quarters since.
  • Coerente Capital Management's JPMorgan Chase position peaked at $13.6M in Q4 2025.
  • 2,568 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Coerente Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.