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Greenwood Capital Associates’s JPMorgan Chase JPM Stock Holding History

Greenwood Capital Associates’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 		$10.4M Sell
31,815
-1,394
-4% -$433K 1.02% 22
2026
Q1 		$9.77M Sell
33,209
-4,991
-13% -$1.51M 1.08% 20
2025
Q4 		$12.3M Sell
38,200
-916
-2% -$284K 1.34% 16
2025
Q3 		$12.3M Sell
39,116
-1,998
-5% -$594K 1.42% 11
2025
Q2 		$11.9M Buy
41,114
+219
+0.5% +$55.9K 1.48% 11
2025
Q1 		$10M Sell
40,895
-2,270
-5% -$579K 1.35% 13
2024
Q4 		$10.3M Sell
43,165
-1,195
-3% -$278K 1.35% 15
2024
Q3 		$9.35M Sell
44,360
-8,864
-17% -$1.87M 1.22% 18
2024
Q2 		$10.8M Sell
53,224
-917
-2% -$179K 1.42% 13
2024
Q1 		$10.8M Sell
54,141
-7,105
-12% -$1.28M 1.44% 12
2023
Q4 		$10.4M Buy
61,246
+1,373
+2% +$208K 1.35% 12
2023
Q3 		$8.68M Buy
59,873
+1,007
+2% +$151K 1.26% 21
2023
Q2 		$8.56M Sell
58,866
-12,310
-17% -$1.69M 1.2% 27
2023
Q1 		$9.27M Buy
71,176
+30
+0% +$4.11K 1.33% 17
2022
Q4 		$9.54M Sell
71,146
-3,014
-4% -$382K 1.57% 15
2022
Q3 		$7.75M Buy
74,160
+5,696
+8% +$654K 1.33% 23
2022
Q2 		$7.71M Buy
68,464
+67,897
+11,975% +$8.41M 1.23% 25
2022
Q1 		$77K Sell
567
-66,066
-99% -$9.75M 0.02% 162
2021
Q4 		$10.6M Sell
66,633
-1,054
-2% -$173K 1.49% 18
2021
Q3 		$11.1M Sell
67,687
-46,419
-41% -$7.28M 1.7% 14
2021
Q2 		$17.7M Sell
114,106
-7,143
-6% -$1.12M 2.68% 3
2021
Q1 		$18.5M Sell
121,249
-10,367
-8% -$1.49M 2.9% 2
2020
Q4 		$16.7M Buy
131,616
+4,569
+4% +$511K 2.81% 3
2020
Q3 		$12.2M Buy
127,047
+3,593
+3% +$353K 2.38% 7
2020
Q2 		$11.6M Buy
123,454
+10,617
+9% +$1.01M 2.65% 5
2020
Q1 		$10.2M Buy
112,837
+20,877
+23% +$2.54M 2.98% 6
2019
Q4 		$12.8M Sell
91,960
-1,386
-1% -$178K 2.7% 5
2019
Q3 		$11M Buy
93,346
+8,846
+10% +$1M 2.67% 5
2019
Q2 		$9.45M Buy
84,500
+23,583
+39% +$2.6M 2.38% 8
2019
Q1 		$6.17M Buy
60,917
+1,840
+3% +$190K 1.58% 21
2018
Q4 		$5.77M Buy
59,077
+4,702
+9% +$501K 1.51% 26
2018
Q3 		$6.14M Sell
54,375
-525
-1% -$59.6K 1.34% 31
2018
Q2 		$5.72M Buy
54,900
+2,364
+4% +$259K 1.32% 33
2018
Q1 		$5.78M Sell
52,536
-861
-2% -$97.5K 1.41% 26
2017
Q4 		$5.71M Sell
53,397
-526
-1% -$53.3K 1.33% 22
2017
Q3 		$5.15M Sell
53,923
-1,026
-2% -$94.6K 1.28% 24
2017
Q2 		$5.02M Buy
54,949
+202
+0.4% +$17.4K 1.31% 23
2017
Q1 		$4.81M Sell
54,747
-2,148
-4% -$190K 1.26% 21
2016
Q4 		$4.91M Sell
56,895
-1,786
-3% -$136K 1.39% 17
2016
Q3 		$3.91M Buy
58,681
+612
+1% +$39.9K 1.19% 26
2016
Q2 		$3.61M Sell
58,069
-1,387
-2% -$86.6K 1.11% 32
2016
Q1 		$3.52M Sell
59,456
-2,406
-4% -$141K 1.11% 36
2015
Q4 		$4.08M Sell
61,862
-426
-0.7% -$27.7K 1.32% 27
2015
Q3 		$3.8M Sell
62,288
-2,482
-4% -$163K 1.35% 28
2015
Q2 		$4.39M Sell
64,770
-1,731
-3% -$113K 1.33% 26
2015
Q1 		$4.03M Sell
66,501
-559
-0.8% -$33.1K 1.15% 34
2014
Q4 		$4.2M Sell
67,060
-446
-0.7% -$26.8K 1.22% 32
2014
Q3 		$4.07M Sell
67,506
-14,030
-17% -$820K 1.25% 32
2014
Q2 		$4.7M Sell
81,536
-104
-0.1% -$5.85K 1.46% 22
2014
Q1 		$4.96M Sell
81,640
-6,555
-7% -$379K 1.59% 14
2013
Q4 		$5.16M Buy
88,195
+156
+0.2% +$8.55K 1.6% 14
2013
Q3 		$4.55M Buy
88,039
+27,125
+45% +$1.45M 1.6% 18
2013
Q2 		$3.22M Buy
+60,914
New +$3.1M 1.4% 24

Other funds holding JPM

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Greenwood Capital Associates's JPM Position: Q2 2026 in Review

Greenwood Capital Associates reduced its JPMorgan Chase (JPM) stake by 4.2% in Q2 2026, selling an estimated $433K and leaving 31,815 shares worth $10.4M. The position accounts for 1.02% of the portfolio, ranked #22.

Greenwood Capital Associates first reported a position in JPM in Q2 2013 and has held it in 53 quarters since. The position peaked at $18.5M in Q1 2021. 3,032 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Greenwood Capital Associates held 31,815 shares of JPMorgan Chase worth $10.4M as of Q2 2026.
  • Greenwood Capital Associates sold 1,394 JPMorgan Chase shares in Q2 2026, an estimated $433K.
  • JPMorgan Chase made up 1.02% of Greenwood Capital Associates's portfolio in Q2 2026, its #22 holding.
  • Greenwood Capital Associates first reported a position in JPMorgan Chase in Q2 2013 and has held it in 53 quarters since.
  • Greenwood Capital Associates's JPMorgan Chase position peaked at $18.5M in Q1 2021.
  • 3,032 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Greenwood Capital Associates's 13F filing for Q2 2026, filed 28 Jul 2026.