Fairview Capital Investment Management’s JPMorgan Chase JPM Stock Holding History

Fairview Capital Investment 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	$26.8M	Buy	81,981 +5,440	+7%	+$1.69M	1.42%	23
2026 Q1	$22.5M	Buy	76,541 +71,120	+1,312%	+$21.6M	1.22%	25
2025 Q4	$1.75M	Sell	5,421 -393	-7%	-$122K	0.09%	79
2025 Q3	$1.83M	Hold	5,814	–	–	0.09%	79
2025 Q2	$1.69M	Sell	5,814 -245	-4%	-$62.5K	0.09%	78
2025 Q1	$1.49M	Sell	6,059 -5	-0.1%	-$1.27K	0.08%	79
2024 Q4	$1.45M	Sell	6,064 -329	-5%	-$76.6K	0.08%	79
2024 Q3	$1.35M	Buy	6,393 +445	+7%	+$93.7K	0.07%	83
2024 Q2	$1.2M	Hold	5,948	–	–	0.07%	85
2024 Q1	$1.19M	Buy	5,948 +539	+10%	+$97.3K	0.07%	90
2023 Q4	$920K	Buy	5,409 +379	+8%	+$57.4K	0.05%	89
2023 Q3	$729K	Sell	5,030 -15	-0.3%	-$2.25K	0.05%	95
2023 Q2	$734K	Sell	5,045 -800	-14%	-$110K	0.05%	92
2023 Q1	$762K	Buy	5,845 +356	+6%	+$48.8K	0.05%	91
2022 Q4	$736K	Sell	5,489 -388	-7%	-$49.2K	0.05%	92
2022 Q3	$614K	Buy	5,877 +168	+3%	+$19.3K	0.04%	87
2022 Q2	$642K	Sell	5,709 -8	-0.1%	-$991	0.04%	91
2022 Q1	$779K	Buy	5,717 +956	+20%	+$141K	0.05%	82
2021 Q4	$753K	Buy	4,761 +539	+13%	+$88.5K	0.05%	85
2021 Q3	$691K	Hold	4,222	–	–	0.05%	85
2021 Q2	$656K	Buy	4,222 +101	+2%	+$15.9K	0.05%	85
2021 Q1	$627K	Sell	4,121 -381	-8%	-$54.8K	0.02%	120
2020 Q4	$572K	Buy	4,502 +526	+13%	+$58.8K	0.02%	106
2020 Q3	$382K	Sell	3,976 -706	-15%	-$69.3K	0.02%	109
2020 Q2	$440K	Sell	4,682 -1	-0%	-$95	0.02%	102
2020 Q1	$421K	Buy	4,683 +450	+11%	+$54.7K	0.03%	107
2019 Q4	$590K	Buy	4,233 +50	+1%	+$6.41K	0.03%	100
2019 Q3	$492K	Hold	4,183	–	–	0.02%	110
2019 Q2	$467K	Sell	4,183 -1,500	-26%	-$165K	0.02%	112
2019 Q1	$575K	Sell	5,683 -49	-0.9%	-$5.05K	0.03%	103
2018 Q4	$559K	Sell	5,732 -44	-0.8%	-$4.69K	0.03%	97
2018 Q3	$652K	Buy	5,776 +83	+1%	+$9.42K	0.04%	85
2018 Q2	$593K	Buy	5,693 +488	+9%	+$53.5K	0.03%	80
2018 Q1	$572K	Buy	5,205 +1,500	+40%	+$170K	0.04%	81
2017 Q4	$396K	Hold	3,705	–	–	0.02%	91
2017 Q3	$354K	Buy	+3,705	New	+$342K	0.02%	92
2017 Q2	–	Sell	-2,405	Closed	-$211K	–	112
2017 Q1	$211K	Hold	2,405	–	–	0.02%	95
2016 Q4	$208K	Buy	+2,405	New	+$183K	0.02%	87
2016 Q1	–	Sell	-4,939	Closed	-$326K	–	81
2015 Q4	$326K	Hold	4,939	–	–	0.03%	64
2015 Q3	$301K	Sell	4,939 -440	-8%	-$28.8K	0.03%	62
2015 Q2	$364K	Buy	5,379 +1,300	+32%	+$84.9K	0.03%	61
2015 Q1	$247K	Sell	4,079 -158	-4%	-$9.36K	0.02%	67
2014 Q4	$265K	Hold	4,237	–	–	0.02%	71
2014 Q3	$255K	Buy	4,237 +158	+4%	+$9.24K	0.02%	69
2014 Q2	$235K	Hold	4,079	–	–	0.02%	70
2014 Q1	$248K	Buy	+4,079	New	+$236K	0.02%	68

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

Fairview Capital Investment Management's JPM Position: Q2 2026 in Review

Fairview Capital Investment Management increased its JPMorgan Chase (JPM) stake by 7.1% in Q2 2026, buying an estimated $1.69M and bringing the position to 81,981 shares worth $26.8M. The position accounts for 1.42% of the portfolio, ranked #23.

Fairview Capital Investment Management first reported a position in JPM in Q1 2014 and has held it in 46 quarters since. 5,109 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Fairview Capital Investment Management held 81,981 shares of JPMorgan Chase worth $26.8M as of Q2 2026.
Fairview Capital Investment Management bought 5,440 JPMorgan Chase shares in Q2 2026, an estimated $1.69M.
JPMorgan Chase made up 1.42% of Fairview Capital Investment Management's portfolio in Q2 2026, its #23 holding.
Fairview Capital Investment Management first reported a position in JPMorgan Chase in Q1 2014 and has held it in 46 quarters since.
5,109 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

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