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Covington Investment Advisors’s JPMorgan Chase JPM Stock Holding History

Covington Investment Advisors’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 		$8.65M Sell
26,442
-1,706
-6% -$530K 1.12% 30
2026
Q1 		$8.28M Sell
28,148
-1,750
-6% -$531K 1.22% 33
2025
Q4 		$9.63M Sell
29,898
-2,293
-7% -$710K 1.32% 23
2025
Q3 		$10.2M Sell
32,191
-471
-1% -$140K 1.33% 25
2025
Q2 		$9.47M Sell
32,662
-1,078
-3% -$275K 1.35% 26
2025
Q1 		$8.28M Sell
33,740
-1,517
-4% -$387K 1.29% 29
2024
Q4 		$8.45M Sell
35,257
-4,656
-12% -$1.08M 1.27% 29
2024
Q3 		$8.42M Sell
39,913
-600
-1% -$126K 1.27% 30
2024
Q2 		$8.19M Sell
40,513
-5,167
-11% -$1.01M 1.31% 26
2024
Q1 		$9.15M Sell
45,680
-845
-2% -$152K 1.49% 23
2023
Q4 		$7.91M Sell
46,525
-10,783
-19% -$1.63M 1.44% 26
2023
Q3 		$8.31M Sell
57,308
-170
-0.3% -$25.5K 1.7% 20
2023
Q2 		$8.36M Buy
57,478
+6,655
+13% +$915K 1.67% 23
2023
Q1 		$6.62M Buy
50,823
+1,330
+3% +$182K 1.46% 27
2022
Q4 		$6.64M Sell
49,493
-1,952
-4% -$247K 1.59% 22
2022
Q3 		$5.38M Buy
51,445
+2,819
+6% +$324K 1.39% 30
2022
Q2 		$5.48M Sell
48,626
-154
-0.3% -$19.1K 1.38% 26
2022
Q1 		$6.65M Buy
48,780
+1,042
+2% +$154K 1.39% 24
2021
Q4 		$7.56M Sell
47,738
-201
-0.4% -$33K 1.54% 22
2021
Q3 		$7.85M Buy
47,939
+6,080
+15% +$953K 1.69% 18
2021
Q2 		$6.51M Buy
41,859
+730
+2% +$115K 1.43% 23
2021
Q1 		$6.26M Buy
+41,129
New +$5.92M 1.51% 23

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Covington Investment Advisors's JPM Position: Q2 2026 in Review

Covington Investment Advisors reduced its JPMorgan Chase (JPM) stake by 6.1% in Q2 2026, selling an estimated $530K and leaving 26,442 shares worth $8.65M. The position accounts for 1.12% of the portfolio, ranked #30.

Covington Investment Advisors first reported a position in JPM in Q1 2021 and has held it in 22 quarters since. The position peaked at $10.2M in Q3 2025. 5,132 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Covington Investment Advisors held 26,442 shares of JPMorgan Chase worth $8.65M as of Q2 2026.
  • Covington Investment Advisors sold 1,706 JPMorgan Chase shares in Q2 2026, an estimated $530K.
  • JPMorgan Chase made up 1.12% of Covington Investment Advisors's portfolio in Q2 2026, its #30 holding.
  • Covington Investment Advisors first reported a position in JPMorgan Chase in Q1 2021 and has held it in 22 quarters since.
  • Covington Investment Advisors's JPMorgan Chase position peaked at $10.2M in Q3 2025.
  • 5,132 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Covington Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.