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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
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 		$9.91M 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 		$8.89M 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 $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

Constitution Capital's JPM Position: Q2 2026 in Review

Constitution Capital reduced its JPMorgan Chase (JPM) stake by 5.7% in Q2 2026, selling an estimated $720K and leaving 38,086 shares worth $12.5M. The position accounts for 6.4% of the portfolio, ranked #2.

Constitution Capital first reported a position in JPM in Q4 2020 and has held it in 23 quarters since. The position peaked at $12.8M in Q4 2025. 2,568 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Constitution Capital held 38,086 shares of JPMorgan Chase worth $12.5M as of Q2 2026.
  • Constitution Capital sold 2,320 JPMorgan Chase shares in Q2 2026, an estimated $720K.
  • JPMorgan Chase made up 6.4% of Constitution Capital's portfolio in Q2 2026, its #2 holding.
  • Constitution Capital first reported a position in JPMorgan Chase in Q4 2020 and has held it in 23 quarters since.
  • Constitution Capital's JPMorgan Chase position peaked at $12.8M in Q4 2025.
  • 2,568 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Constitution Capital's 13F filing for Q2 2026, filed 9 Jul 2026.