Interval Partners’s JPMorgan Chase JPM Stock Holding History

Interval Partners’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
2024 Q4	–	Sell	-15,900	Closed	-$3.35M	–	412
2024 Q3	$3.35M	Buy	+15,900	New	+$3.35M	0.08%	217
2022 Q2	–	Sell	-25,000	Closed	-$3.41M	–	307
2022 Q1	$3.41M	Buy	+25,000	New	+$3.69M	0.17%	148
2021 Q4	–	Sell	-20,000	Closed	-$3.27M	–	293
2021 Q3	$3.27M	Hold	20,000	–	–	0.13%	177
2021 Q2	$3.11M	Buy	+20,000	New	+$3.14M	0.13%	176
2020 Q3	–	Sell	-80,000	Closed	-$7.53M	–	273
2020 Q2	$7.53M	Buy	+80,000	New	+$7.59M	0.48%	50
2017 Q2	–	Sell	-50,000	Closed	-$4.39M	–	214
2017 Q1	$4.39M	Buy	+50,000	New	+$4.41M	0.21%	121
2016 Q3	–	Sell	-70,000	Closed	-$4.35M	–	170
2016 Q2	$4.35M	Buy	+70,000	New	+$4.37M	0.29%	80
2015 Q2	–	Sell	-20,000	Closed	-$1.21M	–	152
2015 Q1	$1.21M	Buy	+20,000	New	+$1.18M	0.15%	103

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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. 5,125 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.
5,125 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.