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Cohen Capital Management’s JPMorgan Chase JPM Stock Holding History

Cohen 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 		$26.7M Sell
81,681
-4,147
-5% -$1.29M 3.64% 4
2026
Q1 		$25.2M Buy
85,828
+310
+0.4% +$94.1K 3.92% 5
2025
Q4 		$27.6M Sell
85,518
-250
-0.3% -$77.4K 4.15% 5
2025
Q3 		$27.1M Sell
85,768
-350
-0.4% -$104K 4.22% 5
2025
Q2 		$25M Sell
86,118
-200
-0.2% -$51K 4.06% 4
2025
Q1 		$21.2M Sell
86,318
-14,540
-14% -$3.71M 3.63% 6
2024
Q4 		$24.2M Sell
100,858
-1,003
-1% -$234K 4.03% 6
2024
Q3 		$21.5M Buy
101,861
+760
+0.8% +$160K 3.48% 6
2024
Q2 		$20.4M Buy
101,101
+13,726
+16% +$2.68M 3.52% 6
2024
Q1 		$17.5M Buy
87,375
+822
+0.9% +$148K 3.08% 6
2023
Q4 		$14.7M Hold
86,553
– – 2.8% 8
2023
Q3 		$12.6M Hold
86,553
– – 2.57% 8
2023
Q2 		$12.6M Sell
86,553
-6
-0% -$825 2.45% 9
2023
Q1 		$11.3M Sell
86,559
-256
-0.3% -$35.1K 2.28% 10
2022
Q4 		$11.6M Hold
86,815
– – 2.37% 9
2022
Q3 		$9.07M Buy
86,815
+6
+0% +$689 2% 11
2022
Q2 		$9.78M Hold
86,809
– – 2% 13
2022
Q1 		$11.8M Buy
86,809
+57
+0.1% +$8.41K 2.07% 10
2021
Q4 		$13.7M Hold
86,752
– – 2.25% 9
2021
Q3 		$14.2M Sell
86,752
-15,365
-15% -$2.41M 2.47% 7
2021
Q2 		$15.9M Hold
102,117
– – 2.71% 8
2021
Q1 		$15.5M Sell
102,117
-50
-0% -$7.19K 2.85% 7
2020
Q4 		$13M Sell
102,167
-1,800
-2% -$201K 2.59% 7
2020
Q3 		$10M Hold
103,967
– – 2.26% 7
2020
Q2 		$9.78M Hold
103,967
– – 2.4% 8
2020
Q1 		$9.36M Sell
103,967
-26,298
-20% -$3.2M 2.75% 6
2019
Q4 		$18.2M Sell
130,265
-1,110
-0.8% -$142K 3.94% 4
2019
Q3 		$15.5M Sell
131,375
-1,100
-0.8% -$124K 3.55% 3
2019
Q2 		$14.8M Sell
132,475
-1,700
-1% -$187K 3.45% 4
2019
Q1 		$13.6M Buy
134,175
+150
+0.1% +$15.5K 3.28% 4
2018
Q4 		$13.1M Buy
134,025
+1,080
+0.8% +$115K 3.62% 4
2018
Q3 		$15M Hold
132,945
– – 3.38% 4
2018
Q2 		$13.9M Buy
132,945
+800
+0.6% +$87.8K 3.21% 4
2018
Q1 		$14.4M Sell
132,145
-21,000
-14% -$2.38M 3.38% 4
2017
Q4 		$16.4M Sell
153,145
-1,735
-1% -$176K 3.81% 2
2017
Q3 		$14.8M Sell
154,880
-2,100
-1% -$194K 3.58% 2
2017
Q2 		$14.3M Hold
156,980
– – 3.58% 2
2017
Q1 		$13.8M Sell
156,980
-590
-0.4% -$52.1K 3.48% 2
2016
Q4 		$13.6M Sell
157,570
-250
-0.2% -$19.1K 3.71% 2
2016
Q3 		$10.5M Buy
157,820
+1,445
+0.9% +$94.2K 2.94% 5
2016
Q2 		$9.72M Hold
156,375
– – 2.83% 7
2016
Q1 		$10.3M Hold
156,375
– – 3.12% 5
2015
Q4 		$10.3M Buy
156,375
+250
+0.2% +$16.3K 3.12% 5
2015
Q3 		$9.52M Hold
156,125
– – 2.85% 4
2015
Q2 		$10.6M Hold
156,125
– – 2.73% 3
2015
Q1 		$9.46M Hold
156,125
– – 2.41% 6
2014
Q4 		$9.77M Hold
156,125
– – 2.53% 5
2014
Q3 		$9.4M Hold
156,125
– – 2.51% 5
2014
Q2 		$9M Sell
156,125
-3,757
-2% -$211K 2.32% 6
2014
Q1 		$9.71M Buy
159,882
+3,757
+2% +$217K 2.62% 4
2013
Q4 		$9.13M Hold
156,125
– – 2.57% 5
2013
Q3 		$8.07M Hold
156,125
– – 2.49% 4
2013
Q2 		$8.24M Buy
+156,125
New +$7.94M 2.63% 4

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

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

Cohen Capital Management reduced its JPMorgan Chase (JPM) stake by 4.8% in Q2 2026, selling an estimated $1.29M and leaving 81,681 shares worth $26.7M. The position accounts for 3.64% of the portfolio, ranked #4.

Cohen Capital Management first reported a position in JPM in Q2 2013 and has held it in 53 quarters since. The position peaked at $27.6M in Q4 2025. 2,568 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Cohen Capital Management held 81,681 shares of JPMorgan Chase worth $26.7M as of Q2 2026.
  • Cohen Capital Management sold 4,147 JPMorgan Chase shares in Q2 2026, an estimated $1.29M.
  • JPMorgan Chase made up 3.64% of Cohen Capital Management's portfolio in Q2 2026, its #4 holding.
  • Cohen Capital Management first reported a position in JPMorgan Chase in Q2 2013 and has held it in 53 quarters since.
  • Cohen Capital Management's JPMorgan Chase position peaked at $27.6M in Q4 2025.
  • 2,568 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Cohen Capital Management's 13F filing for Q2 2026, filed 8 Jul 2026.