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Courier Capital’s JPMorgan Chase JPM Stock Holding History

Courier 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 		$24.5M Sell
74,868
-1,842
-2% -$572K 1.22% 17
2026
Q1 		$22.6M Sell
76,710
-1,761
-2% -$534K 1.26% 17
2025
Q4 		$25.3M Sell
78,471
-2,475
-3% -$766K 1.42% 14
2025
Q3 		$25.5M Sell
80,946
-2,113
-3% -$628K 1.46% 14
2025
Q2 		$24.1M Sell
83,059
-1,586
-2% -$405K 1.46% 13
2025
Q1 		$20.8M Buy
84,645
+47
+0.1% +$12K 1.36% 16
2024
Q4 		$20.3M Sell
84,598
-7,008
-8% -$1.63M 1.4% 16
2024
Q3 		$19.3M Sell
91,606
-511
-0.6% -$108K 1.32% 16
2024
Q2 		$18.6M Sell
92,117
-954
-1% -$187K 1.48% 14
2024
Q1 		$18.6M Sell
93,071
-1,940
-2% -$350K 1.35% 16
2023
Q4 		$16.2M Sell
95,011
-302
-0.3% -$45.8K 1.23% 17
2023
Q3 		$13.8M Sell
95,313
-3,343
-3% -$501K 1.15% 19
2023
Q2 		$14.3M Buy
98,656
+19,350
+24% +$2.66M 1.13% 21
2023
Q1 		$10.3M Sell
79,306
-1,805
-2% -$247K 1.14% 19
2022
Q4 		$10.9M Sell
81,111
-542
-0.7% -$68.7K 1.25% 18
2022
Q3 		$8.53M Buy
81,653
+1,147
+1% +$132K 1.06% 22
2022
Q2 		$9.07M Buy
80,506
+534
+0.7% +$66.2K 1.06% 22
2022
Q1 		$10.9M Sell
79,972
-4,425
-5% -$653K 1.09% 20
2021
Q4 		$13.4M Sell
84,397
-2,416
-3% -$397K 1.24% 18
2021
Q3 		$14.2M Sell
86,813
-451
-0.5% -$70.7K 1.35% 16
2021
Q2 		$13.6M Sell
87,264
-1,073
-1% -$169K 1.29% 19
2021
Q1 		$13.4M Sell
88,337
-648
-0.7% -$93.2K 1.36% 18
2020
Q4 		$11.3M Buy
88,985
+676
+0.8% +$75.6K 1.23% 18
2020
Q3 		$9.09M Sell
88,309
-597
-0.7% -$58.6K 1.09% 24
2020
Q2 		$8.24M Buy
88,906
+322
+0.4% +$30.6K 1.06% 26
2020
Q1 		$7.89M Sell
88,584
-9,237
-9% -$1.12M 1.17% 22
2019
Q4 		$13.4M Sell
97,821
-1,222
-1% -$157K 1.58% 14
2019
Q3 		$11.1M Sell
99,043
-891
-0.9% -$101K 1.45% 14
2019
Q2 		$11.2M Sell
99,934
-2,078
-2% -$229K 1.43% 15
2019
Q1 		$10.3M Sell
102,012
-808
-0.8% -$83.2K 1.34% 15
2018
Q4 		$10M Sell
102,820
-2,233
-2% -$238K 1.47% 14
2018
Q3 		$11.9M Sell
105,053
-134
-0.1% -$15.2K 1.45% 11
2018
Q2 		$11M Sell
105,187
-460
-0.4% -$50.5K 1.41% 14
2018
Q1 		$11.6M Sell
105,647
-3,856
-4% -$437K 1.53% 13
2017
Q4 		$11.7M Buy
109,503
+4,322
+4% +$438K 1.5% 14
2017
Q3 		$10M Buy
105,181
+68,673
+188% +$6.33M 1.4% 13
2017
Q2 		$3.34M Buy
36,508
+251
+0.7% +$21.7K 0.57% 36
2017
Q1 		$3.19M Buy
36,257
+535
+1% +$47.2K 0.56% 38
2016
Q4 		$3.08M Sell
35,722
-2,698
-7% -$206K 0.59% 35
2016
Q3 		$2.56M Buy
38,420
+112
+0.3% +$7.3K 0.51% 47
2016
Q2 		$2.38M Sell
38,308
-1,443
-4% -$90.1K 0.48% 51
2016
Q1 		$2.35M Buy
39,751
+5,193
+15% +$303K 0.49% 51
2015
Q4 		$2.28M Hold
34,558
– – 0.49% 52
2015
Q3 		$2.11M Buy
34,558
+227
+0.7% +$14.9K 0.46% 58
2015
Q2 		$2.33M Sell
34,331
-4,506
-12% -$294K 0.47% 55
2015
Q1 		$2.35M Buy
38,837
+1,300
+3% +$77K 0.46% 55
2014
Q4 		$2.35M Sell
37,537
-1,200
-3% -$72.2K 0.47% 53
2014
Q3 		$2.33M Sell
38,737
-57
-0.1% -$3.33K 0.47% 52
2014
Q2 		$2.23M Sell
38,794
-4,668
-11% -$262K 0.44% 59
2014
Q1 		$2.64M Sell
43,462
-582
-1% -$33.6K 0.54% 46
2013
Q4 		$2.58M Sell
44,044
-3,329
-7% -$182K 0.55% 41
2013
Q3 		$2.45M Sell
47,373
-1,488
-3% -$79.8K 0.56% 44
2013
Q2 		$2.58M Buy
+48,861
New +$2.48M 0.64% 38

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
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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Courier Capital's JPM Position: Q2 2026 in Review

Courier Capital reduced its JPMorgan Chase (JPM) stake by 2.4% in Q2 2026, selling an estimated $572K and leaving 74,868 shares worth $24.5M. The position accounts for 1.22% of the portfolio, ranked #17.

Courier Capital first reported a position in JPM in Q2 2013 and has held it in 53 quarters since. The position peaked at $25.5M in Q3 2025. 2,435 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Courier Capital held 74,868 shares of JPMorgan Chase worth $24.5M as of Q2 2026.
  • Courier Capital sold 1,842 JPMorgan Chase shares in Q2 2026, an estimated $572K.
  • JPMorgan Chase made up 1.22% of Courier Capital's portfolio in Q2 2026, its #17 holding.
  • Courier Capital first reported a position in JPMorgan Chase in Q2 2013 and has held it in 53 quarters since.
  • Courier Capital's JPMorgan Chase position peaked at $25.5M in Q3 2025.
  • 2,435 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Courier Capital's 13F filing for Q2 2026, filed 16 Jul 2026.