Contravisory Investment Management’s JPMorgan Chase JPM Stock Holding History

Contravisory Investment 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	$12.7M	Sell	38,707 -228	-0.6%	-$70.8K	2.24%	6
2026 Q1	$11.5M	Sell	38,935 -261	-0.7%	-$79.2K	2.35%	5
2025 Q4	$12.6M	Sell	39,196 -1,750	-4%	-$542K	2.5%	4
2025 Q3	$12.9M	Sell	40,946 -1,994	-5%	-$593K	2.5%	5
2025 Q2	$12.4M	Buy	42,940 +93	+0.2%	+$23.7K	2.45%	4
2025 Q1	$10.5M	Buy	42,847 +4,814	+13%	+$1.23M	2.21%	6
2024 Q4	$9.12M	Sell	38,033 -98	-0.3%	-$22.8K	1.95%	18
2024 Q3	$8.04M	Buy	38,131 +35,609	+1,412%	+$7.5M	1.72%	30
2024 Q2	$510K	Sell	2,522 -78	-3%	-$15.2K	0.11%	122
2024 Q1	$521K	Sell	2,600 -57	-2%	-$10.3K	0.12%	116
2023 Q4	$452K	Sell	2,657 -29	-1%	-$4.39K	0.11%	128
2023 Q3	$390K	Buy	+2,686	New	+$403K	0.11%	135
2022 Q1	–	Sell	-35,659	Closed	-$5.65M	–	362
2021 Q4	$5.65M	Buy	35,659 +1,033	+3%	+$170K	1.52%	28
2021 Q3	$5.67M	Sell	34,626 -686	-2%	-$108K	1.72%	25
2021 Q2	$5.49M	Buy	+35,312	New	+$5.55M	1.62%	30
2019 Q2	–	Sell	-349	Closed	-$35K	–	308
2019 Q1	$35K	Sell	349 -193	-36%	-$19.9K	0.01%	231
2018 Q4	$53K	Buy	542 +354	+188%	+$37.7K	0.02%	190
2018 Q3	$21K	Sell	188 -6,921	-97%	-$786K	0.01%	204
2018 Q2	$741K	Buy	7,109 +6,463	+1,000%	+$709K	0.27%	48
2018 Q1	$71K	Buy	646 +191	+42%	+$21.6K	0.03%	201
2017 Q4	$49K	Sell	455 -54	-11%	-$5.47K	0.02%	213
2017 Q3	$49K	Buy	+509	New	+$46.9K	0.02%	203
2017 Q2	–	Sell	-45	Closed	-$4K	–	204
2017 Q1	$4K	Hold	45	–	–	﹤0.01%	233
2016 Q4	$4K	Buy	45 +10	+29%	+$763	﹤0.01%	220
2016 Q3	$2K	Buy	+35	New	+$2.28K	﹤0.01%	253
2016 Q2	–	Sell	-32	Closed	-$2K	–	219
2016 Q1	$2K	Hold	32	–	–	﹤0.01%	161
2015 Q4	$2K	Buy	+32	New	+$2.08K	﹤0.01%	168

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

Contravisory Investment Management's JPM Position: Q2 2026 in Review

Contravisory Investment Management reduced its JPMorgan Chase (JPM) stake by 0.59% in Q2 2026, selling an estimated $70.8K and leaving 38,707 shares worth $12.7M. The position accounts for 2.24% of the portfolio, ranked #6.

Contravisory Investment Management first reported a position in JPM in Q4 2015 and has held it in 27 quarters since. The position peaked at $12.9M in Q3 2025. 1,772 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Contravisory Investment Management held 38,707 shares of JPMorgan Chase worth $12.7M as of Q2 2026.
Contravisory Investment Management sold 228 JPMorgan Chase shares in Q2 2026, an estimated $70.8K.
JPMorgan Chase made up 2.24% of Contravisory Investment Management's portfolio in Q2 2026, its #6 holding.
Contravisory Investment Management first reported a position in JPMorgan Chase in Q4 2015 and has held it in 27 quarters since.
Contravisory Investment Management's JPMorgan Chase position peaked at $12.9M in Q3 2025.
1,772 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Contravisory Investment Management's 13F filing for Q2 2026, filed 9 Jul 2026.