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Howland Capital Management’s JPMorgan Chase JPM Stock Holding History

Howland 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 		$12.6M Sell
38,632
-640
-2% -$199K 0.46% 54
2026
Q1 		$11.6M Buy
39,272
+2,825
+8% +$857K 0.46% 53
2025
Q4 		$11.7M Buy
36,447
+681
+2% +$211K 0.45% 51
2025
Q3 		$11.3M Sell
35,766
-228
-0.6% -$67.8K 0.43% 53
2025
Q2 		$10.4M Sell
35,994
-1,663
-4% -$424K 0.43% 52
2025
Q1 		$9.24M Buy
37,657
+3,138
+9% +$800K 0.41% 55
2024
Q4 		$8.27M Sell
34,519
-1,771
-5% -$412K 0.36% 58
2024
Q3 		$7.65M Sell
36,290
-1,135
-3% -$239K 0.33% 58
2024
Q2 		$7.57M Sell
37,425
-1,031
-3% -$202K 0.36% 55
2024
Q1 		$7.7M Sell
38,456
-992
-3% -$179K 0.37% 58
2023
Q4 		$6.71M Sell
39,448
-1,354
-3% -$205K 0.35% 59
2023
Q3 		$5.92M Sell
40,802
-880
-2% -$132K 0.35% 58
2023
Q2 		$6.06M Sell
41,682
-656
-2% -$90.2K 0.35% 58
2023
Q1 		$5.52M Buy
42,338
+165
+0.4% +$22.6K 0.33% 61
2022
Q4 		$5.66M Sell
42,173
-5
-0% -$634 0.35% 63
2022
Q3 		$4.41M Buy
42,178
+2,665
+7% +$306K 0.28% 64
2022
Q2 		$4.45M Buy
39,513
+1,110
+3% +$138K 0.27% 62
2022
Q1 		$5.24M Sell
38,403
-70
-0.2% -$10.3K 0.28% 61
2021
Q4 		$6.09M Sell
38,473
-238
-0.6% -$39.1K 0.31% 60
2021
Q3 		$6.34M Sell
38,711
-3,350
-8% -$525K 0.33% 61
2021
Q2 		$6.54M Sell
42,061
-463
-1% -$72.7K 0.34% 61
2021
Q1 		$6.47M Buy
42,524
+2,471
+6% +$355K 0.36% 60
2020
Q4 		$5.09M Sell
40,053
-1,334
-3% -$149K 0.3% 63
2020
Q3 		$3.98M Buy
41,387
+205
+0.5% +$20.1K 0.26% 64
2020
Q2 		$3.87M Buy
41,182
+196
+0.5% +$18.6K 0.28% 65
2020
Q1 		$3.69M Sell
40,986
-287
-0.7% -$34.9K 0.32% 63
2019
Q4 		$5.75M Buy
41,273
+1,029
+3% +$132K 0.41% 62
2019
Q3 		$4.74M Buy
40,244
+7,683
+24% +$869K 0.36% 63
2019
Q2 		$3.64M Buy
32,561
+396
+1% +$43.7K 0.28% 69
2019
Q1 		$3.26M Sell
32,165
-423
-1% -$43.6K 0.27% 70
2018
Q4 		$3.18M Sell
32,588
-180
-0.5% -$19.2K 0.3% 73
2018
Q3 		$3.7M Buy
32,768
+979
+3% +$111K 0.28% 75
2018
Q2 		$3.31M Sell
31,789
-180
-0.6% -$19.7K 0.26% 75
2018
Q1 		$3.52M Buy
31,969
+5,944
+23% +$673K 0.28% 76
2017
Q4 		$2.78M Buy
26,025
+998
+4% +$101K 0.22% 78
2017
Q3 		$2.39M Buy
25,027
+560
+2% +$51.6K 0.2% 83
2017
Q2 		$2.24M Buy
24,467
+738
+3% +$63.7K 0.19% 85
2017
Q1 		$2.08M Sell
23,729
-52
-0.2% -$4.59K 0.18% 85
2016
Q4 		$2.05M Buy
23,781
+8,993
+61% +$686K 0.19% 86
2016
Q3 		$985K Buy
14,788
+1,008
+7% +$65.7K 0.09% 113
2016
Q2 		$856K Buy
13,780
+843
+7% +$52.7K 0.08% 118
2016
Q1 		$766K Sell
12,937
-326
-2% -$19K 0.08% 124
2015
Q4 		$876K Buy
13,263
+1,070
+9% +$69.7K 0.09% 119
2015
Q3 		$743K Sell
12,193
-84
-0.7% -$5.5K 0.08% 122
2015
Q2 		$832K Sell
12,277
-425
-3% -$27.7K 0.09% 120
2015
Q1 		$769K Hold
12,702
– – 0.08% 121
2014
Q4 		$795K Sell
12,702
-100
-0.8% -$6.02K 0.08% 121
2014
Q3 		$771K Sell
12,802
-375
-3% -$21.9K 0.08% 118
2014
Q2 		$759K Sell
13,177
-400
-3% -$22.5K 0.08% 116
2014
Q1 		$824K Sell
13,577
-20
-0.1% -$1.16K 0.09% 110
2013
Q4 		$795K Hold
13,597
– – 0.1% 111
2013
Q3 		$703K Buy
13,597
+169
+1% +$9.06K 0.1% 112
2013
Q2 		$709K Buy
+13,428
New +$683K 0.11% 94

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

Howland Capital Management's JPM Position: Q2 2026 in Review

Howland Capital Management reduced its JPMorgan Chase (JPM) stake by 1.6% in Q2 2026, selling an estimated $199K and leaving 38,632 shares worth $12.6M. The position accounts for 0.46% of the portfolio, ranked #54.

Howland Capital Management first reported a position in JPM in Q2 2013 and has held it in 53 quarters since. 1,837 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Howland Capital Management held 38,632 shares of JPMorgan Chase worth $12.6M as of Q2 2026.
  • Howland Capital Management sold 640 JPMorgan Chase shares in Q2 2026, an estimated $199K.
  • JPMorgan Chase made up 0.46% of Howland Capital Management's portfolio in Q2 2026, its #54 holding.
  • Howland Capital Management first reported a position in JPMorgan Chase in Q2 2013 and has held it in 53 quarters since.
  • 1,837 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

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