Gotham 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 | $32.8M | Sell |
100,082
-13,992
| -12% | -$4.35M | 0.08% | 359 |
|
|
2026
Q1 | $33.6M | Buy |
114,074
+3,420
| +3% | +$1.04M | 0.1% | 255 |
|
|
2025
Q4 | $35.7M | Buy |
110,654
+14,165
| +15% | +$4.39M | 0.13% | 162 |
|
|
2025
Q3 | $30.4M | Buy |
96,489
+10,328
| +12% | +$3.07M | 0.13% | 156 |
|
|
2025
Q2 | $25M | Buy |
86,161
+5,403
| +7% | +$1.38M | 0.15% | 122 |
|
|
2025
Q1 | $19.8M | Buy |
80,758
+8,235
| +11% | +$2.1M | 0.17% | 116 |
|
|
2024
Q4 | $17.4M | Buy |
72,523
+861
| +1% | +$201K | 0.16% | 120 |
|
|
2024
Q3 | $15.1M | Buy |
71,662
+11,465
| +19% | +$2.41M | 0.16% | 133 |
|
|
2024
Q2 | $12.2M | Buy |
60,197
+866
| +1% | +$169K | 0.16% | 115 |
|
|
2024
Q1 | $11.9M | Buy |
59,331
+1,406
| +2% | +$254K | 0.18% | 93 |
|
|
2023
Q4 | $9.85M | Buy |
57,925
+2,964
| +5% | +$449K | 0.18% | 91 |
|
|
2023
Q3 | $7.97M | Buy |
54,961
+1,029
| +2% | +$154K | 0.16% | 118 |
|
|
2023
Q2 | $7.84M | Sell |
53,932
-4,497
| -8% | -$619K | 0.17% | 108 |
|
|
2023
Q1 | $7.61M | Sell |
58,429
-10,177
| -15% | -$1.39M | 0.18% | 95 |
|
|
2022
Q4 | $9.2M | Sell |
68,606
-86
| -0.1% | -$10.9K | 0.26% | 62 |
|
|
2022
Q3 | $7.18M | Buy |
68,692
+22,947
| +50% | +$2.63M | 0.22% | 98 |
|
|
2022
Q2 | $5.15M | Buy |
45,745
+6,043
| +15% | +$749K | 0.17% | 145 |
|
|
2022
Q1 | $5.41M | Buy |
39,702
+2,541
| +7% | +$375K | 0.17% | 155 |
|
|
2021
Q4 | $5.88M | Sell |
37,161
-5,211
| -12% | -$856K | 0.19% | 127 |
|
|
2021
Q3 | $6.94M | Sell |
42,372
-5,287
| -11% | -$829K | 0.28% | 88 |
|
|
2021
Q2 | $7.41M | Buy |
47,659
+13,427
| +39% | +$2.11M | 0.31% | 67 |
|
|
2021
Q1 | $5.21M | Sell |
34,232
-46
| -0.1% | -$6.62K | 0.23% | 125 |
|
|
2020
Q4 | $4.36M | Buy |
34,278
+6,644
| +24% | +$743K | 0.14% | 205 |
|
|
2020
Q3 | $2.66M | Sell |
27,634
-24,996
| -47% | -$2.45M | 0.09% | 305 |
|
|
2020
Q2 | $4.95M | Sell |
52,630
-43,444
| -45% | -$4.12M | 0.15% | 192 |
|
|
2020
Q1 | $8.65M | Sell |
96,074
-52,008
| -35% | -$6.32M | 0.24% | 121 |
|
|
2019
Q4 | $20.6M | Buy |
148,082
+40,426
| +38% | +$5.18M | 0.38% | 69 |
|
|
2019
Q3 | $12.7M | Sell |
107,656
-13,495
| -11% | -$1.53M | 0.22% | 123 |
|
|
2019
Q2 | $13.5M | Sell |
121,151
-123
| -0.1% | -$13.6K | 0.22% | 139 |
|
|
2019
Q1 | $12.3M | Buy |
121,274
+30,781
| +34% | +$3.17M | 0.18% | 165 |
|
|
2018
Q4 | $8.83M | Sell |
90,493
-2,666
| -3% | -$284K | 0.14% | 219 |
|
|
2018
Q3 | $10.5M | Sell |
93,159
-34,098
| -27% | -$3.87M | 0.15% | 210 |
|
|
2018
Q2 | $13.3M | Buy |
127,257
+59,612
| +88% | +$6.54M | 0.19% | 167 |
|
|
2018
Q1 | $7.44M | Buy |
67,645
+20,213
| +43% | +$2.29M | 0.1% | 283 |
|
|
2017
Q4 | $5.07M | Buy |
47,432
+10,787
| +29% | +$1.09M | 0.07% | 350 |
|
|
2017
Q3 | $3.5M | Sell |
36,645
-5,144
| -12% | -$474K | 0.05% | 431 |
|
|
2017
Q2 | $3.82M | Buy |
41,789
+2,288
| +6% | +$197K | 0.05% | 412 |
|
|
2017
Q1 | $3.47M | Buy |
39,501
+10,669
| +37% | +$941K | 0.04% | 466 |
|
|
2016
Q4 | $2.49M | Buy |
28,832
+12,701
| +79% | +$969K | 0.03% | 479 |
|
|
2016
Q3 | $1.07M | Buy |
16,131
+8,118
| +101% | +$529K | 0.01% | 594 |
|
|
2016
Q2 | $498K | Buy |
+8,013
| New | +$500K | 0.01% | 728 |
|
|
2016
Q1 | – | Sell |
-4,186
| Closed | -$276K | – | 1033 |
|
|
2015
Q4 | $276K | Sell |
4,186
-9,232
| -69% | -$601K | ﹤0.01% | 770 |
|
|
2015
Q3 | $818K | Buy |
13,418
+7,351
| +121% | +$481K | 0.01% | 645 |
|
|
2015
Q2 | $411K | Buy |
6,067
+2,513
| +71% | +$164K | ﹤0.01% | 768 |
|
|
2015
Q1 | $215K | Buy |
+3,554
| New | +$210K | ﹤0.01% | 859 |
|
|
2014
Q1 | – | Sell |
-5,262
| Closed | -$308K | – | 1043 |
|
|
2013
Q4 | $308K | Sell |
5,262
-336
| -6% | -$18.4K | 0.01% | 861 |
|
|
2013
Q3 | $289K | Buy |
5,598
+6
| +0.1% | +$322 | 0.01% | 794 |
|
|
2013
Q2 | $295K | Buy |
+5,592
| New | +$284K | 0.01% | 776 |
|
Other funds holding JPM
Gotham Asset Management's JPM Position: Q2 2026 in Review
Gotham Asset Management reduced its JPMorgan Chase (JPM) stake by 12% in Q2 2026, selling an estimated $4.35M and leaving 100,082 shares worth $32.8M. The position accounts for 0.08% of the portfolio, ranked #359.
Gotham Asset Management first reported a position in JPM in Q2 2013 and has held it in 48 quarters since. The position peaked at $35.7M in Q4 2025. 5,109 funds tracked by Wall St. Rank hold JPM as of Q2 2026.
- Gotham Asset Management held 100,082 shares of JPMorgan Chase worth $32.8M as of Q2 2026.
- Gotham Asset Management sold 13,992 JPMorgan Chase shares in Q2 2026, an estimated $4.35M.
- JPMorgan Chase made up 0.08% of Gotham Asset Management's portfolio in Q2 2026, its #359 holding.
- Gotham Asset Management first reported a position in JPMorgan Chase in Q2 2013 and has held it in 48 quarters since.
- Gotham Asset Management's JPMorgan Chase position peaked at $35.7M in Q4 2025.
- 5,109 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.
Based on Gotham Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.