Diamant Asset Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.11M | Sell |
3,376
-989,708
| -100% | -$307M | 0.75% | 25 |
|
|
2026
Q1 | $993M | Buy |
993,084
+989,901
| +31,100% | +$300M | 0.72% | 29 |
|
|
2025
Q4 | $1.03M | Buy |
3,183
+150
| +5% | +$46.4K | 0.74% | 26 |
|
|
2025
Q3 | $957K | Buy |
3,033
+190
| +7% | +$56.5K | 0.7% | 30 |
|
|
2025
Q2 | $824K | Hold |
2,843
| – | – | 0.63% | 34 |
|
|
2025
Q1 | $697K | Sell |
2,843
-2,008
| -41% | -$512K | 0.53% | 41 |
|
|
2024
Q4 | $1.16M | Hold |
4,851
| – | – | 0.74% | 26 |
|
|
2024
Q3 | $1.02M | Sell |
4,851
-10
| -0.2% | -$2.11K | 0.64% | 32 |
|
|
2024
Q2 | $983K | Hold |
4,861
| – | – | 0.66% | 29 |
|
|
2024
Q1 | $974K | Sell |
4,861
-10
| -0.2% | -$1.8K | 0.68% | 29 |
|
|
2023
Q4 | $829K | Buy |
4,871
+200
| +4% | +$30.3K | 0.61% | 32 |
|
|
2023
Q3 | $677K | Hold |
4,671
| – | – | 0.56% | 36 |
|
|
2023
Q2 | $679K | Hold |
4,671
| – | – | 0.52% | 34 |
|
|
2023
Q1 | $609K | Hold |
4,671
| – | – | 0.5% | 41 |
|
|
2022
Q4 | $626K | Hold |
4,671
| – | – | 0.56% | 37 |
|
|
2022
Q3 | $488K | Buy |
4,671
+10
| +0.2% | +$1.15K | 0.47% | 44 |
|
|
2022
Q2 | $525K | Hold |
4,661
| – | – | 0.47% | 45 |
|
|
2022
Q1 | $635K | Hold |
4,661
| – | – | 0.49% | 44 |
|
|
2021
Q4 | $738K | Hold |
4,661
| – | – | 0.54% | 38 |
|
|
2021
Q3 | $763K | Buy |
+4,661
| New | +$731K | 0.63% | 36 |
|
|
2021
Q1 | $710K | Hold |
4,661
| – | – | 0.62% | 35 |
|
|
2020
Q4 | $592K | Sell |
4,661
-2,150
| -32% | -$240K | 0.53% | 39 |
|
|
2020
Q3 | $656K | Sell |
6,811
-555
| -8% | -$54.5K | 0.63% | 34 |
|
|
2020
Q2 | $693K | Hold |
7,366
| – | – | 0.73% | 30 |
|
|
2020
Q1 | $663K | Hold |
7,366
| – | – | 0.86% | 28 |
|
|
2019
Q4 | $1.03M | Hold |
7,366
| – | – | 0.95% | 30 |
|
|
2019
Q3 | $867K | Hold |
7,366
| – | – | 0.87% | 31 |
|
|
2019
Q2 | $824K | Hold |
7,366
| – | – | 0.82% | 34 |
|
|
2019
Q1 | $746K | Sell |
7,366
-75
| -1% | -$7.73K | 0.75% | 35 |
|
|
2018
Q4 | $726K | Hold |
7,441
| – | – | 0.81% | 33 |
|
|
2018
Q3 | $840K | Hold |
7,441
| – | – | 0.78% | 33 |
|
|
2018
Q2 | $775K | Hold |
7,441
| – | – | 0.75% | 38 |
|
|
2018
Q1 | $818K | Hold |
7,441
| – | – | 0.8% | 34 |
|
|
2017
Q4 | $796 | Buy |
+7,441
| New | +$753K | 0.12% | 39 |
|
Other funds holding JPM
Diamant Asset Management's JPM Position: Q2 2026 in Review
Diamant Asset Management reduced its JPMorgan Chase (JPM) stake by 100% in Q2 2026, selling an estimated $307M and leaving 3,376 shares worth $1.11M. The position accounts for 0.75% of the portfolio, ranked #25.
Diamant Asset Management first reported a position in JPM in Q4 2017 and has held it in 34 quarters since. The position peaked at $993M in Q1 2026. 5,101 funds tracked by Wall St. Rank hold JPM as of Q2 2026.
- Diamant Asset Management held 3,376 shares of JPMorgan Chase worth $1.11M as of Q2 2026.
- Diamant Asset Management sold 989,708 JPMorgan Chase shares in Q2 2026, an estimated $307M.
- JPMorgan Chase made up 0.75% of Diamant Asset Management's portfolio in Q2 2026, its #25 holding.
- Diamant Asset Management first reported a position in JPMorgan Chase in Q4 2017 and has held it in 34 quarters since.
- Diamant Asset Management's JPMorgan Chase position peaked at $993M in Q1 2026.
- 5,101 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.
Based on Diamant Asset Management's 13F filing for Q2 2026, filed 30 Jul 2026.