Covenant Asset Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
Other funds holding JPM
Covenant Asset Management's JPM Position: Q2 2026 in Review
Covenant Asset Management reduced its JPMorgan Chase (JPM) stake by 3% in Q2 2026, selling an estimated $238K and leaving 25,140 shares worth $8.23M. The position accounts for 1.38% of the portfolio, ranked #19.
Covenant Asset Management first reported a position in JPM in Q4 2016 and has held it in 39 quarters since. The position peaked at $8.42M in Q4 2025. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.
- Covenant Asset Management held 25,140 shares of JPMorgan Chase worth $8.23M as of Q2 2026.
- Covenant Asset Management sold 765 JPMorgan Chase shares in Q2 2026, an estimated $238K.
- JPMorgan Chase made up 1.38% of Covenant Asset Management's portfolio in Q2 2026, its #19 holding.
- Covenant Asset Management first reported a position in JPMorgan Chase in Q4 2016 and has held it in 39 quarters since.
- Covenant Asset Management's JPMorgan Chase position peaked at $8.42M in Q4 2025.
- 5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.
Based on Covenant Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.