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Ferguson Wellman Capital Management’s JPMorgan Chase JPM Stock Holding History

Ferguson Wellman 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 		$238M Sell
728,201
-20,684
-3% -$6.42M 2.91% 7
2026
Q1 		$220M Buy
748,885
+3,168
+0.4% +$961K 3.01% 6
2025
Q4 		$240M Buy
745,717
+4,265
+0.6% +$1.32M 3.85% 6
2025
Q3 		$234M Sell
741,452
-20,273
-3% -$6.03M 3.79% 6
2025
Q2 		$221M Sell
761,725
-12,853
-2% -$3.28M 3.89% 5
2025
Q1 		$190M Buy
774,578
+9,628
+1% +$2.45M 3.69% 5
2024
Q4 		$183M Sell
764,950
-2,714
-0.4% -$632K 3.49% 6
2024
Q3 		$162M Sell
767,664
-4,402
-0.6% -$927K 3.13% 5
2024
Q2 		$156M Sell
772,066
-14,388
-2% -$2.81M 3.17% 5
2024
Q1 		$158M Buy
786,454
+12,033
+2% +$2.17M 3.21% 5
2023
Q4 		$132M Buy
774,421
+9,399
+1% +$1.42M 2.95% 4
2023
Q3 		$111M Buy
765,022
+2,607
+0.3% +$391K 2.72% 5
2023
Q2 		$111M Buy
762,415
+6,491
+0.9% +$893K 2.6% 5
2023
Q1 		$98.5M Buy
755,924
+11,827
+2% +$1.62M 2.47% 5
2022
Q4 		$99.8M Buy
744,097
+276,812
+59% +$35.1M 2.6% 5
2022
Q3 		$48.8M Buy
467,285
+11,802
+3% +$1.35M 1.91% 8
2022
Q2 		$51.3M Buy
455,483
+26,778
+6% +$3.32M 1.9% 9
2022
Q1 		$58.4M Sell
428,705
-40,957
-9% -$6.05M 1.84% 8
2021
Q4 		$74.4M Buy
469,662
+11,678
+3% +$1.92M 2.17% 6
2021
Q3 		$75M Buy
457,984
+3,909
+0.9% +$613K 2.42% 4
2021
Q2 		$70.6M Buy
454,075
+9,414
+2% +$1.48M 2.3% 6
2021
Q1 		$67.7M Sell
444,661
-344,726
-44% -$49.6M 2.35% 5
2020
Q4 		$100M Buy
789,387
+6,610
+0.8% +$739K 2.45% 6
2020
Q3 		$75.4M Sell
782,777
-50,510
-6% -$4.96M 2.08% 6
2020
Q2 		$78.4M Sell
833,287
-3,280
-0.4% -$311K 2.39% 6
2020
Q1 		$75.3M Buy
836,567
+13,118
+2% +$1.59M 2.83% 3
2019
Q4 		$115M Buy
823,449
+995
+0.1% +$128K 3.38% 2
2019
Q3 		$96.8M Buy
822,454
+5,318
+0.7% +$602K 3.09% 2
2019
Q2 		$91.4M Buy
817,136
+4,515
+0.6% +$498K 3.04% 3
2019
Q1 		$82.3M Sell
812,621
-9,768
-1% -$1.01M 2.8% 4
2018
Q4 		$80.3M Buy
822,389
+14,953
+2% +$1.59M 3.08% 3
2018
Q3 		$91.1M Buy
807,436
+6,656
+0.8% +$756K 2.99% 4
2018
Q2 		$83.4M Buy
800,780
+71,469
+10% +$7.84M 2.92% 3
2018
Q1 		$80.2M Buy
729,311
+268,038
+58% +$30.3M 2.85% 3
2017
Q4 		$49.3M Buy
461,273
+5,961
+1% +$604K 1.7% 10
2017
Q3 		$43.5M Buy
455,312
+2,613
+0.6% +$241K 1.57% 13
2017
Q2 		$41.4M Buy
452,699
+3,270
+0.7% +$282K 1.55% 14
2017
Q1 		$39.5M Buy
449,429
+11,111
+3% +$980K 1.52% 16
2016
Q4 		$37.8M Buy
438,318
+25,707
+6% +$1.96M 1.54% 16
2016
Q3 		$27.5M Buy
412,611
+50,511
+14% +$3.29M 1.17% 26
2016
Q2 		$22.5M Buy
362,100
+30,308
+9% +$1.89M 0.95% 38
2016
Q1 		$19.6M Buy
331,792
+48,979
+17% +$2.86M 0.84% 43
2015
Q4 		$18.7M Buy
282,813
+5,051
+2% +$329K 0.77% 45
2015
Q3 		$16.9M Buy
277,762
+44,095
+19% +$2.89M 0.75% 47
2015
Q2 		$15.8M Buy
233,667
+36,460
+18% +$2.38M 0.65% 52
2015
Q1 		$11.9M Sell
197,207
-93,661
-32% -$5.55M 0.49% 70
2014
Q4 		$18.2M Buy
290,868
+4,943
+2% +$297K 0.73% 50
2014
Q3 		$17.2M Sell
285,925
-289,795
-50% -$16.9M 0.73% 51
2014
Q2 		$33.2M Buy
575,720
+8,822
+2% +$496K 1.4% 17
2014
Q1 		$34.4M Buy
566,898
+6,537
+1% +$378K 1.53% 17
2013
Q4 		$32.8M Buy
560,361
+6
+0% +$329 1.48% 15
2013
Q3 		$29M Buy
560,355
+180,273
+47% +$9.67M 1.44% 18
2013
Q2 		$20.1M Buy
+380,082
New +$19.3M 1.55% 27

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

Ferguson Wellman Capital Management's JPM Position: Q2 2026 in Review

Ferguson Wellman Capital Management reduced its JPMorgan Chase (JPM) stake by 2.8% in Q2 2026, selling an estimated $6.42M and leaving 728,201 shares worth $238M. The position accounts for 2.91% of the portfolio, ranked #7.

Ferguson Wellman Capital Management first reported a position in JPM in Q2 2013 and has held it in 53 quarters since. The position peaked at $240M in Q4 2025. 1,837 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Ferguson Wellman Capital Management held 728,201 shares of JPMorgan Chase worth $238M as of Q2 2026.
  • Ferguson Wellman Capital Management sold 20,684 JPMorgan Chase shares in Q2 2026, an estimated $6.42M.
  • JPMorgan Chase made up 2.91% of Ferguson Wellman Capital Management's portfolio in Q2 2026, its #7 holding.
  • Ferguson Wellman Capital Management first reported a position in JPMorgan Chase in Q2 2013 and has held it in 53 quarters since.
  • Ferguson Wellman Capital Management's JPMorgan Chase position peaked at $240M in Q4 2025.
  • 1,837 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Ferguson Wellman Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.