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Elgethun Capital Management’s JPMorgan Chase JPM Stock Holding History

Elgethun 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 		$1.82M Buy
5,565
+220
+4% +$68.3K 0.25% 50
2026
Q1 		$1.57M Buy
5,345
+1
+0% +$303 0.26% 50
2025
Q4 		$1.72M Buy
5,344
+246
+5% +$76.2K 0.3% 48
2025
Q3 		$1.59M Buy
5,098
+196
+4% +$58.3K 0.29% 47
2025
Q2 		$1.42M Sell
4,902
-16
-0.3% -$4.08K 0.29% 47
2025
Q1 		$1.21M Buy
4,918
+198
+4% +$50.5K 0.27% 49
2024
Q4 		$1.13M Buy
4,720
+263
+6% +$61.3K 0.27% 51
2024
Q3 		$940K Buy
4,457
+2
+0% +$421 0.22% 58
2024
Q2 		$901K Buy
4,455
+2
+0% +$391 0.23% 60
2024
Q1 		$889K Buy
4,453
+2
+0% +$361 0.22% 61
2023
Q4 		$757K Buy
4,451
+92
+2% +$13.9K 0.21% 62
2023
Q3 		$634K Buy
4,359
+1
+0% +$150 0.19% 64
2023
Q2 		$634K Sell
4,358
-18,465
-81% -$2.54M 0.19% 66
2023
Q1 		$3M Sell
22,823
-1,498
-6% -$205K 0.95% 37
2022
Q4 		$3.3M Sell
24,321
-236
-1% -$29.9K 1.19% 32
2022
Q3 		$2.57M Buy
24,557
+3,454
+16% +$396K 1.03% 31
2022
Q2 		$2.36M Buy
21,103
+217
+1% +$26.9K 0.92% 36
2022
Q1 		$2.85M Buy
20,886
+436
+2% +$64.4K 0.96% 35
2021
Q4 		$3.31M Buy
20,450
+80
+0.4% +$13.1K 1.16% 27
2021
Q3 		$3.34M Sell
20,370
-64
-0.3% -$10K 1.15% 29
2021
Q2 		$3.18M Buy
20,434
+265
+1% +$41.6K 1.09% 30
2021
Q1 		$3.07M Sell
20,169
-20,288
-50% -$2.92M 1.19% 27
2020
Q4 		$5.14M Sell
40,457
-1,157
-3% -$129K 2.2% 11
2020
Q3 		$4.01M Sell
41,614
-755
-2% -$74.1K 2.2% 13
2020
Q2 		$3.88M Sell
42,369
-3,888
-8% -$369K 2.25% 12
2020
Q1 		$4.17M Buy
46,257
+1,710
+4% +$208K 2.31% 10
2019
Q4 		$6.21M Sell
44,547
-720
-2% -$92.3K 3.02% 6
2019
Q3 		$5.32M Buy
45,267
+1,084
+2% +$123K 2.83% 7
2019
Q2 		$4.94M Buy
44,183
+1,037
+2% +$114K 2.7% 7
2019
Q1 		$4.37M Sell
43,146
-109
-0.3% -$11.2K 2.55% 8
2018
Q4 		$4.29M Sell
43,255
-263
-0.6% -$28K 2.97% 5
2018
Q3 		$4.97M Sell
43,518
-79
-0.2% -$8.97K 3.22% 4
2018
Q2 		$4.54M Sell
43,597
-2,612
-6% -$287K 3.22% 4
2018
Q1 		$5.08M Sell
46,209
-2,807
-6% -$318K 3.55% 3
2017
Q4 		$5.24M Sell
49,016
-1,224
-2% -$124K 3.67% 3
2017
Q3 		$4.8M Sell
50,240
-3,666
-7% -$338K 3.52% 4
2017
Q2 		$4.93M Sell
53,906
-1,532
-3% -$132K 3.84% 3
2017
Q1 		$4.87M Sell
55,438
-1,404
-2% -$124K 3.9% 3
2016
Q4 		$4.89M Buy
+56,842
New +$4.33M 3.82% 3

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

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

Elgethun Capital Management increased its JPMorgan Chase (JPM) stake by 4.1% in Q2 2026, buying an estimated $68.3K and bringing the position to 5,565 shares worth $1.82M. The position accounts for 0.25% of the portfolio, ranked #50.

Elgethun Capital Management first reported a position in JPM in Q4 2016 and has held it in 39 quarters since. The position peaked at $6.21M in Q4 2019. 2,279 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Elgethun Capital Management held 5,565 shares of JPMorgan Chase worth $1.82M as of Q2 2026.
  • Elgethun Capital Management bought 220 JPMorgan Chase shares in Q2 2026, an estimated $68.3K.
  • JPMorgan Chase made up 0.25% of Elgethun Capital Management's portfolio in Q2 2026, its #50 holding.
  • Elgethun Capital Management first reported a position in JPMorgan Chase in Q4 2016 and has held it in 39 quarters since.
  • Elgethun Capital Management's JPMorgan Chase position peaked at $6.21M in Q4 2019.
  • 2,279 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Elgethun Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.