Interval Partners’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 | $14M | Sell |
42,677
-35,306
| -45% | -$11M | 0.36% | 83 |
|
|
2026
Q1 | $22.9M | Buy |
+77,983
| New | +$23.7M | 0.6% | 52 |
|
|
2025
Q4 | – | Sell |
-41,787
| Closed | -$12.9M | – | 399 |
|
|
2025
Q3 | $13.2M | Sell |
41,787
-44,046
| -51% | -$13.1M | 0.22% | 102 |
|
|
2025
Q2 | $24.9M | Buy |
85,833
+6,076
| +8% | +$1.55M | 0.42% | 57 |
|
|
2025
Q1 | $19.6M | Buy |
79,757
+3,605
| +5% | +$919K | 0.41% | 54 |
|
|
2024
Q4 | $18.3M | Buy |
+76,152
| New | +$17.7M | 0.36% | 62 |
|
|
2024
Q3 | – | Sell |
-45,117
| Closed | -$9.5M | – | 401 |
|
|
2024
Q2 | $9.13M | Sell |
45,117
-190,887
| -81% | -$37.3M | 0.2% | 117 |
|
|
2024
Q1 | $47.3M | Buy |
236,004
+7,171
| +3% | +$1.29M | 1.32% | 13 |
|
|
2023
Q4 | $38.9M | Buy |
228,833
+9,605
| +4% | +$1.46M | 1.11% | 14 |
|
|
2023
Q3 | $31.8M | Buy |
219,228
+191,228
| +683% | +$28.7M | 0.96% | 20 |
|
|
2023
Q2 | $4.07M | Buy |
28,000
+2,684
| +11% | +$369K | 0.15% | 137 |
|
|
2023
Q1 | $3.3M | Sell |
25,316
-19,890
| -44% | -$2.73M | 0.13% | 162 |
|
|
2022
Q4 | $6.06M | Sell |
45,206
-250,175
| -85% | -$31.7M | 0.36% | 89 |
|
|
2022
Q3 | $30.9M | Buy |
+295,381
| New | +$33.9M | 1.36% | 13 |
|
|
2022
Q2 | – | Sell |
-80,993
| Closed | -$10M | – | 308 |
|
|
2022
Q1 | $11M | Buy |
+80,993
| New | +$12M | 0.54% | 53 |
|
|
2020
Q4 | – | Sell |
-124,402
| Closed | -$13.9M | – | 278 |
|
|
2020
Q3 | $12M | Buy |
124,402
+56,402
| +83% | +$5.54M | 0.67% | 39 |
|
|
2020
Q2 | $6.4M | Buy |
+68,000
| New | +$6.45M | 0.4% | 57 |
|
|
2019
Q2 | – | Sell |
-114,955
| Closed | -$12.7M | – | 233 |
|
|
2019
Q1 | $11.6M | Buy |
+114,955
| New | +$11.8M | 0.45% | 62 |
|
|
2018
Q1 | – | Sell |
-58,427
| Closed | -$6.62M | – | 235 |
|
|
2017
Q4 | $6.25M | Sell |
58,427
-38,113
| -39% | -$3.86M | 0.26% | 100 |
|
|
2017
Q3 | $9.22M | Buy |
+96,540
| New | +$8.9M | 0.42% | 60 |
|
|
2015
Q3 | – | Sell |
-20,384
| Closed | -$1.38M | – | 160 |
|
|
2015
Q2 | $1.38M | Buy |
20,384
+10,384
| +104% | +$678K | 0.15% | 114 |
|
|
2015
Q1 | $606K | Sell |
10,000
-35,665
| -78% | -$2.11M | 0.08% | 128 |
|
|
2014
Q4 | $2.86M | Buy |
+45,665
| New | +$2.75M | 0.43% | 60 |
|
|
2014
Q3 | – | Sell |
-21,969
| Closed | -$1.27M | – | 162 |
|
|
2014
Q2 | $1.27M | Buy |
+21,969
| New | +$1.24M | 0.29% | 86 |
|
Other funds holding JPM
Interval Partners's JPM Position: Q2 2026 in Review
Interval Partners reduced its JPMorgan Chase (JPM) stake by 45% in Q2 2026, selling an estimated $11M and leaving 42,677 shares worth $14M. The position accounts for 0.36% of the portfolio, ranked #83.
Interval Partners first reported a position in JPM in Q2 2014 and has held it in 24 quarters since. The position peaked at $47.3M in Q1 2024. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.
- Interval Partners held 42,677 shares of JPMorgan Chase worth $14M as of Q2 2026.
- Interval Partners sold 35,306 JPMorgan Chase shares in Q2 2026, an estimated $11M.
- JPMorgan Chase made up 0.36% of Interval Partners's portfolio in Q2 2026, its #83 holding.
- Interval Partners first reported a position in JPMorgan Chase in Q2 2014 and has held it in 24 quarters since.
- Interval Partners's JPMorgan Chase position peaked at $47.3M in Q1 2024.
- 5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.
Based on Interval Partners's 13F filing for Q2 2026, filed 14 Aug 2026.