Courant Investment Management’s JPMorgan Chase JPM Stock Holding History

Courant 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	$23.1M	Hold	70,697	–	–	22.46%	2
2026 Q1	$20.8M	Sell	70,697 -13,000	-16%	-$3.95M	20.31%	2
2025 Q4	$27M	Sell	83,697 -11,200	-12%	-$3.47M	24.38%	1
2025 Q3	$29.9M	Hold	94,897	–	–	23.66%	1
2025 Q2	$27.5M	Hold	94,897	–	–	22.27%	2
2025 Q1	$23.3M	Hold	94,897	–	–	19.5%	2
2024 Q4	$22.7M	Sell	94,897 -14,695	-13%	-$3.42M	19.25%	2
2024 Q3	$23.1M	Sell	109,592 -5,000	-4%	-$1.05M	19.41%	2
2024 Q2	$23.2M	Hold	114,592	–	–	21.75%	2
2024 Q1	$23M	Hold	114,592	–	–	19.08%	2
2023 Q4	$19.5M	Hold	114,592	–	–	18.94%	2
2023 Q3	$16.6M	Hold	114,592	–	–	18.33%	3
2023 Q2	$16.7M	Hold	114,592	–	–	18.01%	3
2023 Q1	$14.9M	Sell	114,592 -22,000	-16%	-$3.01M	16.51%	3
2022 Q4	$18.3M	Hold	136,592	–	–	17.82%	2
2022 Q3	$14.3M	Hold	136,592	–	–	15.45%	2
2022 Q2	$15.4M	Hold	136,592	–	–	14.69%	3
2022 Q1	$18.6M	Hold	136,592	–	–	16.58%	2
2021 Q4	$21.6M	Hold	136,592	–	–	17.47%	1
2021 Q3	$22.4M	Hold	136,592	–	–	18.87%	1
2021 Q2	$21.2M	Hold	136,592	–	–	17.84%	1
2021 Q1	$20.8M	Hold	136,592	–	–	17.24%	1
2020 Q4	$17.4M	Sell	136,592 -30,000	-18%	-$3.35M	16.3%	2
2020 Q3	$16M	Hold	166,592	–	–	13.14%	2
2020 Q2	$15.7M	Hold	166,592	–	–	13.52%	3
2020 Q1	$15M	Hold	166,592	–	–	13.79%	2
2019 Q4	$23.2M	Hold	166,592	–	–	14.49%	2
2019 Q3	$19.6M	Sell	166,592 -10,000	-6%	-$1.13M	12.96%	4
2019 Q2	$19.7M	Hold	176,592	–	–	12.1%	3
2019 Q1	$17.9M	Hold	176,592	–	–	11.4%	2
2018 Q4	$17.2M	Sell	176,592 -50,000	-22%	-$5.33M	12.51%	2
2018 Q3	$25.6M	Hold	226,592	–	–	15.29%	1
2018 Q2	$23.6M	Buy	+226,592	New	+$24.9M	14%	1

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

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

Courant Investment Management held its JPMorgan Chase (JPM) position steady in Q2 2026 at 70,697 shares worth $23.1M. The position accounts for 22.46% of the portfolio, ranked #2.

Courant Investment Management first reported a position in JPM in Q2 2018 and has held it in 33 quarters since. The position peaked at $29.9M in Q3 2025. 1,772 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Courant Investment Management held 70,697 shares of JPMorgan Chase worth $23.1M as of Q2 2026.
Courant Investment Management left its JPMorgan Chase share count unchanged in Q2 2026.
JPMorgan Chase made up 22.46% of Courant Investment Management's portfolio in Q2 2026, its #2 holding.
Courant Investment Management first reported a position in JPMorgan Chase in Q2 2018 and has held it in 33 quarters since.
Courant Investment Management's JPMorgan Chase position peaked at $29.9M in Q3 2025.
1,772 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Courant Investment Management's 13F filing for Q2 2026, filed 14 Jul 2026.