Gemmer Asset Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.34M | Sell |
4,091
-22
| -0.5% | -$6.83K | 0.09% | 71 |
|
|
2026
Q1 | $1.21M | Sell |
4,113
-62
| -1% | -$18.8K | 0.1% | 73 |
|
|
2025
Q4 | $1.35M | Sell |
4,175
-301
| -7% | -$93.2K | 0.1% | 73 |
|
|
2025
Q3 | $1.41M | Sell |
4,476
-57
| -1% | -$17K | 0.11% | 68 |
|
|
2025
Q2 | $1.31M | Buy |
4,533
+241
| +6% | +$61.5K | 0.12% | 68 |
|
|
2025
Q1 | $1.05M | Sell |
4,292
-97
| -2% | -$24.7K | 0.11% | 74 |
|
|
2024
Q4 | $1.05M | Buy |
4,389
+1,226
| +39% | +$286K | 0.1% | 74 |
|
|
2024
Q3 | $667K | Buy |
3,163
+28
| +0.9% | +$5.9K | 0.07% | 85 |
|
|
2024
Q2 | $634K | Buy |
3,135
+48
| +2% | +$9.38K | 0.07% | 79 |
|
|
2024
Q1 | $618K | Buy |
3,087
+1
| +0% | +$180 | 0.07% | 74 |
|
|
2023
Q4 | $525K | Buy |
3,086
+96
| +3% | +$14.5K | 0.06% | 71 |
|
|
2023
Q3 | $434K | Sell |
2,990
-198
| -6% | -$29.7K | 0.06% | 74 |
|
|
2023
Q2 | $464K | Sell |
3,188
-66
| -2% | -$9.08K | 0.06% | 74 |
|
|
2023
Q1 | $424K | Buy |
3,254
+35
| +1% | +$4.8K | 0.06% | 81 |
|
|
2022
Q4 | $432K | Sell |
3,219
-18
| -0.6% | -$2.28K | 0.07% | 76 |
|
|
2022
Q3 | $338K | Buy |
3,237
+297
| +10% | +$34.1K | 0.06% | 90 |
|
|
2022
Q2 | $331K | Buy |
2,940
+16
| +0.5% | +$1.98K | 0.05% | 89 |
|
|
2022
Q1 | $398K | Sell |
2,924
-3
| -0.1% | -$443 | 0.05% | 93 |
|
|
2021
Q4 | $463K | Sell |
2,927
-28
| -0.9% | -$4.6K | 0.05% | 86 |
|
|
2021
Q3 | $484K | Buy |
2,955
+31
| +1% | +$4.86K | 0.07% | 77 |
|
|
2021
Q2 | $455K | Buy |
2,924
+1
| +0% | +$157 | 0.06% | 84 |
|
|
2021
Q1 | $445K | Sell |
2,923
-79
| -3% | -$11.4K | 0.07% | 76 |
|
|
2020
Q4 | $382K | Buy |
3,002
+1
| +0% | +$112 | 0.06% | 71 |
|
|
2020
Q3 | $289K | Buy |
3,001
+1
| +0% | +$98 | 0.05% | 77 |
|
|
2020
Q2 | $282K | Sell |
3,000
-93
| -3% | -$8.82K | 0.06% | 76 |
|
|
2020
Q1 | $279K | Buy |
3,093
+228
| +8% | +$27.7K | 0.07% | 69 |
|
|
2019
Q4 | $399K | Sell |
2,865
-52
| -2% | -$6.67K | 0.09% | 65 |
|
|
2019
Q3 | $343K | Buy |
2,917
+47
| +2% | +$5.32K | 0.09% | 70 |
|
|
2019
Q2 | $321K | Sell |
2,870
-328
| -10% | -$36.2K | 0.09% | 70 |
|
|
2019
Q1 | $324K | Sell |
3,198
-462
| -13% | -$47.6K | 0.09% | 69 |
|
|
2018
Q4 | $357K | Buy |
3,660
+592
| +19% | +$63.1K | 0.11% | 63 |
|
|
2018
Q3 | $346K | Sell |
3,068
-40
| -1% | -$4.54K | 0.11% | 65 |
|
|
2018
Q2 | $324K | Buy |
3,108
+3
| +0.1% | +$329 | 0.11% | 64 |
|
|
2018
Q1 | $341K | Buy |
3,105
+73
| +2% | +$8.27K | 0.12% | 62 |
|
|
2017
Q4 | $324K | Buy |
3,032
+4
| +0.1% | +$405 | 0.11% | 65 |
|
|
2017
Q3 | $289K | Buy |
3,028
+3
| +0.1% | +$277 | 0.11% | 65 |
|
|
2017
Q2 | $276K | Buy |
3,025
+4
| +0.1% | +$345 | 0.12% | 71 |
|
|
2017
Q1 | $265K | Buy |
3,021
+3
| +0.1% | +$265 | 0.12% | 66 |
|
|
2016
Q4 | $260K | Buy |
3,018
+90
| +3% | +$6.86K | 0.13% | 60 |
|
|
2016
Q3 | $195K | Buy |
2,928
+150
| +5% | +$9.78K | 0.1% | 67 |
|
|
2016
Q2 | $173K | Buy |
2,778
+47
| +2% | +$2.94K | 0.09% | 70 |
|
|
2016
Q1 | $161K | Sell |
2,731
-42
| -2% | -$2.45K | 0.09% | 77 |
|
|
2015
Q4 | $183K | Sell |
2,773
-91
| -3% | -$5.93K | 0.11% | 75 |
|
|
2015
Q3 | $175K | Buy |
2,864
+15
| +0.5% | +$982 | 0.11% | 77 |
|
|
2015
Q2 | $193K | Sell |
2,849
-97
| -3% | -$6.33K | 0.12% | 67 |
|
|
2015
Q1 | $178K | Buy |
2,946
+226
| +8% | +$13.4K | 0.11% | 74 |
|
|
2014
Q4 | $170K | Buy |
2,720
+23
| +0.9% | +$1.38K | 0.12% | 68 |
|
|
2014
Q3 | $163K | Sell |
2,697
-67
| -2% | -$3.92K | 0.12% | 77 |
|
|
2014
Q2 | $159K | Buy |
2,764
+79
| +3% | +$4.44K | 0.11% | 77 |
|
|
2014
Q1 | $163K | Buy |
+2,685
| New | +$155K | 0.12% | 79 |
|
Other funds holding JPM
Gemmer Asset Management's JPM Position: Q2 2026 in Review
Gemmer Asset Management reduced its JPMorgan Chase (JPM) stake by 0.53% in Q2 2026, selling an estimated $6.83K and leaving 4,091 shares worth $1.34M. The position accounts for 0.09% of the portfolio, ranked #71.
Gemmer Asset Management first reported a position in JPM in Q1 2014 and has held it in 50 quarters since. The position peaked at $1.41M in Q3 2025. 3,192 funds tracked by Wall St. Rank hold JPM as of Q2 2026.
- Gemmer Asset Management held 4,091 shares of JPMorgan Chase worth $1.34M as of Q2 2026.
- Gemmer Asset Management sold 22 JPMorgan Chase shares in Q2 2026, an estimated $6.83K.
- JPMorgan Chase made up 0.09% of Gemmer Asset Management's portfolio in Q2 2026, its #71 holding.
- Gemmer Asset Management first reported a position in JPMorgan Chase in Q1 2014 and has held it in 50 quarters since.
- Gemmer Asset Management's JPMorgan Chase position peaked at $1.41M in Q3 2025.
- 3,192 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.
Based on Gemmer Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.