Constitution Capital
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Constitution Capital’s JPMorgan Chase JPM Stock Holding History

Constitution Capital’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 		$14.7M Buy
44,373
+6,287
+17% +$2.2M 6.83% 2
2026
Q2 		$12.5M Sell
38,086
-2,320
-6% -$720K 6.4% 2
2026
Q1 		$11.9M Buy
40,406
+622
+2% +$189K 5.94% 3
2025
Q4 		$12.8M Buy
39,784
+173
+0.4% +$53.6K 6.06% 2
2025
Q3 		$12.5M Sell
39,611
-898
-2% -$267K 5.84% 2
2025
Q2 		$11.7M Buy
40,509
+967
+2% +$247K 5.99% 2
2025
Q1 		$9.7M Buy
39,542
+1,545
+4% +$394K 5.37% 2
2024
Q4 		$9.11M Sell
37,997
-22,050
-37% -$5.14M 5.11% 2
2024
Q3 		$12.7M Buy
60,047
+2,498
+4% +$526K 6.76% 2
2024
Q2 		$11.6M Sell
57,549
-599
-1% -$117K 6.14% 3
2024
Q1 		$11.6M Sell
58,148
-125
-0.2% -$22.6K 6.58% 3
2023
Q4 		$9.9M Sell
58,273
-4,322
-7% -$655K 5.98% 4
2023
Q3 		$9.08M Sell
62,595
-1,808
-3% -$271K 6.18% 4
2023
Q2 		$9.37M Sell
64,403
-154
-0.2% -$21.2K 5.33% 4
2023
Q1 		$8.41M Sell
64,557
-18,776
-23% -$2.57M 5.1% 4
2022
Q4 		$11.2M Buy
83,333
+12,625
+18% +$1.6M 6.9% 3
2022
Q3 		$7.39M Buy
70,708
+10,875
+18% +$1.25M 4.94% 4
2022
Q2 		$6.74M Sell
59,833
-13,950
-19% -$1.73M 4.32% 6
2022
Q1 		$10.1M Buy
73,783
+18,930
+35% +$2.79M 5.51% 4
2021
Q4 		$8.69M Buy
54,853
+515
+0.9% +$84.6K 4.63% 6
2021
Q3 		$8.9M Sell
54,338
-880
-2% -$138K 5.34% 3
2021
Q2 		$8.59M Sell
55,218
-4,250
-7% -$667K 5.26% 3
2021
Q1 		$9.05M Sell
59,468
-745
-1% -$107K 5.98% 3
2020
Q4 		$7.65M Buy
+60,213
New +$6.73M 5.44% 4

Other funds holding JPM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Constitution Capital's JPM Position: Q3 2026 in Review

Constitution Capital increased its JPMorgan Chase (JPM) stake by 17% in Q3 2026, buying an estimated $2.2M and bringing the position to 44,373 shares worth $14.7M. The position accounts for 6.83% of the portfolio, ranked #2.

Constitution Capital first reported a position in JPM in Q4 2020 and has held it in 24 quarters since. 2,772 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Constitution Capital held 44,373 shares of JPMorgan Chase worth $14.7M as of Q3 2026.
  • Constitution Capital bought 6,287 JPMorgan Chase shares in Q3 2026, an estimated $2.2M.
  • JPMorgan Chase made up 6.83% of Constitution Capital's portfolio in Q3 2026, its #2 holding.
  • Constitution Capital first reported a position in JPMorgan Chase in Q4 2020 and has held it in 24 quarters since.
  • 2,772 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Constitution Capital's 13F filing for Q3 2026, filed 23 Oct 2026.