Freemont Management’s JPMorgan Chase JPM Stock Holding History

Freemont 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	–	Sell	-13,500	Closed	-$3.97M	–	79
2026 Q1	$3.97M	Buy	13,500 +10,500	+350%	+$3.19M	0.6%	53
2025 Q4	$967K	Buy	3,000 +2,000	+200%	+$619K	0.17%	101
2025 Q3	$315K	Sell	1,000 -8,000	-89%	-$2.38M	0.16%	85
2025 Q2	$2.61M	Buy	9,000 +2,100	+30%	+$536K	0.39%	65
2025 Q1	$1.69M	Sell	6,900 -700	-9%	-$178K	0.56%	58
2024 Q4	$1.82M	Hold	7,600	–	–	0.79%	43
2024 Q3	$1.6M	Hold	7,600	–	–	0.78%	40
2024 Q2	$1.54M	Sell	7,600 -37,500	-83%	-$7.33M	0.73%	31
2024 Q1	$9.03M	Sell	45,100 -14,000	-24%	-$2.53M	1.29%	26
2023 Q4	$10.1M	Hold	59,100	–	–	1.26%	27
2023 Q3	$8.57M	Sell	59,100 -10,000	-14%	-$1.5M	1.28%	26
2023 Q2	$10M	Hold	69,100	–	–	1.21%	25
2023 Q1	$9M	Hold	69,100	–	–	1.27%	29
2022 Q4	$9.27M	Hold	69,100	–	–	1.45%	23
2022 Q3	$7.22M	Sell	69,100 -1,700	-2%	-$195K	1.32%	24
2022 Q2	$7.97M	Sell	70,800 -3,600	-5%	-$446K	1.38%	21
2022 Q1	$10.1M	Sell	74,400 -33,000	-31%	-$4.87M	1.53%	18
2021 Q4	$17M	Hold	107,400	–	–	4.47%	4
2021 Q3	$17.6M	Buy	107,400 +400	+0.4%	+$62.7K	2.32%	7
2021 Q2	$16.6M	Hold	107,000	–	–	2.39%	9
2021 Q1	$16.3M	Hold	107,000	–	–	2.66%	7
2020 Q4	$13.6M	Buy	+107,000	New	+$12M	2.53%	4

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

Freemont Management's JPM Position: Q2 2026 in Review

Freemont Management sold out of JPMorgan Chase (JPM) in Q2 2026, closing a stake of 13,500 shares — an estimated $3.97M sold.

Freemont Management first reported a position in JPM in Q4 2020 and held it in 22 quarters. The position peaked at $17.6M in Q3 2021. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Freemont Management reported no remaining JPMorgan Chase position as of Q2 2026 after selling out during the quarter.
Freemont Management sold 13,500 JPMorgan Chase shares in Q2 2026, an estimated $3.97M.
Freemont Management first reported a position in JPMorgan Chase in Q4 2020 and held it in 22 quarters.
Freemont Management's JPMorgan Chase position peaked at $17.6M in Q3 2021.
5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Freemont Management's 13F filing for Q2 2026, filed 11 Aug 2026.