David M. Knott Jr’s JPMorgan Chase JPM Stock Holding History

David M. Knott Jr’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	$5.92M	Sell	18,098 -1,379	-7%	-$428K	3.13%	10
2026 Q1	$5.73M	Hold	19,477	–	–	3.41%	7
2025 Q4	$6.28M	Sell	19,477 -897	-4%	-$278K	2.91%	9
2025 Q3	$6.43M	Sell	20,374 -611	-3%	-$182K	2.59%	8
2025 Q2	$6.08M	Hold	20,985	–	–	2.76%	5
2025 Q1	$5.15M	Hold	20,985	–	–	2.43%	9
2024 Q4	$5.03M	Hold	20,985	–	–	1.82%	10
2024 Q3	$4.42M	Hold	20,985	–	–	1.56%	15
2024 Q2	$4.24M	Hold	20,985	–	–	1.69%	12
2024 Q1	$4.2M	Hold	20,985	–	–	1.49%	17
2023 Q4	$3.57M	Hold	20,985	–	–	1.36%	13
2023 Q3	$3.04M	Hold	20,985	–	–	1.16%	15
2023 Q2	$3.05M	Hold	20,985	–	–	1.21%	18
2023 Q1	$2.73M	Buy	20,985 +600	+3%	+$82.2K	1.07%	19
2022 Q4	$2.73M	Hold	20,385	–	–	1.03%	21
2022 Q3	$2.13M	Hold	20,385	–	–	0.9%	22
2022 Q2	$2.3M	Buy	20,385 +165	+0.8%	+$20.4K	0.96%	25
2022 Q1	$2.76M	Buy	20,220 +7,300	+57%	+$1.08M	0.88%	35
2021 Q4	$2.05M	Buy	+12,920	New	+$2.12M	0.69%	37

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

David M. Knott Jr's JPM Position: Q2 2026 in Review

David M. Knott Jr reduced its JPMorgan Chase (JPM) stake by 7.1% in Q2 2026, selling an estimated $428K and leaving 18,098 shares worth $5.92M. The position accounts for 3.13% of the portfolio, ranked #10.

David M. Knott Jr first reported a position in JPM in Q4 2021 and has held it in 19 quarters since. The position peaked at $6.43M in Q3 2025. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

David M. Knott Jr held 18,098 shares of JPMorgan Chase worth $5.92M as of Q2 2026.
David M. Knott Jr sold 1,379 JPMorgan Chase shares in Q2 2026, an estimated $428K.
JPMorgan Chase made up 3.13% of David M. Knott Jr's portfolio in Q2 2026, its #10 holding.
David M. Knott Jr first reported a position in JPMorgan Chase in Q4 2021 and has held it in 19 quarters since.
David M. Knott Jr's JPMorgan Chase position peaked at $6.43M in Q3 2025.
5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on David M. Knott Jr's 13F filing for Q2 2026, filed 12 Aug 2026.