Discovery Capital Management’s JPMorgan Chase JPM Stock Holding History

Discovery Capital Management’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	$49.5M	Sell	151,300 -3,400	-2%	-$1.06M	2.06%	12
2026 Q1	$45.5M	Sell	154,700 -72,500	-32%	-$22M	2.36%	16
2025 Q4	$73.2M	Buy	227,200 +56,400	+33%	+$17.5M	3.96%	5
2025 Q3	$53.9M	Buy	170,800 +3,900	+2%	+$1.16M	2.95%	7
2025 Q2	$48.4M	Buy	+166,900	New	+$42.6M	3.78%	10
2025 Q1	–	Sell	-331,900	Closed	-$79.6M	–	78
2024 Q4	$79.6M	Buy	+331,900	New	+$77.3M	5.4%	1
2023 Q2	–	Sell	-65,200	Closed	-$8.5M	–	77
2023 Q1	$8.5M	Buy	+65,200	New	+$8.93M	0.97%	26
2022 Q1	–	Sell	-86,300	Closed	-$13.7M	–	87
2021 Q4	$13.7M	Buy	+86,300	New	+$14.2M	1.03%	24
2015 Q1	–	Sell	-341,600	Closed	-$21.4M	–	108
2014 Q4	$21.4M	Buy	+341,600	New	+$20.6M	0.22%	82
2014 Q3	–	Sell	-361,000	Closed	-$20.8M	–	110
2014 Q2	$20.8M	Buy	+361,000	New	+$20.3M	0.2%	79
2014 Q1	–	Sell	-5,157,352	Closed	-$302M	–	147
2013 Q4	$302M	Buy	5,157,352 +2,443,000	+90%	+$134M	2.24%	12
2013 Q3	$140M	Buy	2,714,352 +541,000	+25%	+$29M	1.23%	29
2013 Q2	$115M	Buy	+2,173,352	New	+$110M	1.23%	27

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 $3.37T AUM 44.26% 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

Discovery Capital Management's JPM Position: Q2 2026 in Review

Discovery Capital Management reduced its JPMorgan Chase (JPM) stake by 2.2% in Q2 2026, selling an estimated $1.06M and leaving 151,300 shares worth $49.5M. The position accounts for 2.06% of the portfolio, ranked #12.

Discovery Capital Management first reported a position in JPM in Q2 2013 and has held it in 13 quarters since. The position peaked at $302M in Q4 2013. 5,135 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Discovery Capital Management held 151,300 shares of JPMorgan Chase worth $49.5M as of Q2 2026.
Discovery Capital Management sold 3,400 JPMorgan Chase shares in Q2 2026, an estimated $1.06M.
JPMorgan Chase made up 2.06% of Discovery Capital Management's portfolio in Q2 2026, its #12 holding.
Discovery Capital Management first reported a position in JPMorgan Chase in Q2 2013 and has held it in 13 quarters since.
Discovery Capital Management's JPMorgan Chase position peaked at $302M in Q4 2013.
5,135 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Discovery Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.