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Ipswich Investment Management’s JPMorgan Chase JPM Stock Holding History

Ipswich Investment 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 		$14.2M Sell
43,326
-1,540
-3% -$478K 2.99% 6
2026
Q1 		$13.2M Sell
44,866
-227
-0.5% -$68.9K 3.1% 7
2025
Q4 		$14.5M Sell
45,093
-403
-0.9% -$125K 3.36% 5
2025
Q3 		$14.4M Sell
45,496
-36
-0.1% -$10.7K 3.35% 4
2025
Q2 		$13.2M Buy
45,532
+663
+1% +$169K 3.18% 5
2025
Q1 		$11M Sell
44,869
-286
-0.6% -$72.9K 2.73% 6
2024
Q4 		$10.8M Sell
45,155
-123
-0.3% -$28.6K 2.6% 6
2024
Q3 		$9.55M Sell
45,278
-73
-0.2% -$15.4K 2.21% 7
2024
Q2 		$9.17M Sell
45,351
-193
-0.4% -$37.7K 2.15% 10
2024
Q1 		$9.12M Buy
45,544
+277
+0.6% +$50K 2.14% 7
2023
Q4 		$7.7M Sell
45,267
-168
-0.4% -$25.5K 1.95% 8
2023
Q3 		$6.59M Buy
45,435
+404
+0.9% +$60.6K 1.8% 15
2023
Q2 		$6.55M Sell
45,031
-73
-0.2% -$10K 1.72% 13
2023
Q1 		$5.88M Sell
45,104
-258
-0.6% -$35.4K 1.61% 15
2022
Q4 		$6.08M Sell
45,362
-1,675
-4% -$212K 1.74% 12
2022
Q3 		$4.92M Sell
47,037
-1,904
-4% -$219K 1.56% 17
2022
Q2 		$5.51M Sell
48,941
-3,496
-7% -$433K 1.59% 15
2022
Q1 		$7.15M Buy
52,437
+722
+1% +$107K 1.77% 12
2021
Q4 		$8.19M Sell
51,715
-258
-0.5% -$42.4K 1.91% 9
2021
Q3 		$8.51M Buy
51,973
+4,182
+9% +$656K 2.18% 6
2021
Q2 		$7.43M Buy
47,791
+2,206
+5% +$346K 1.9% 10
2021
Q1 		$6.94M Buy
45,585
+654
+1% +$94.1K 1.95% 9
2020
Q4 		$5.71M Sell
44,931
-3,225
-7% -$360K 1.71% 12
2020
Q3 		$4.64M Sell
48,156
-4,337
-8% -$426K 1.49% 14
2020
Q2 		$4.94M Sell
52,493
-1,320
-2% -$125K 1.7% 14
2020
Q1 		$4.84M Sell
53,813
-778
-1% -$94.5K 1.9% 12
2019
Q4 		$7.61M Sell
54,591
-358
-0.7% -$45.9K 2.24% 8
2019
Q3 		$6.47M Sell
54,949
-623
-1% -$70.5K 2.06% 9
2019
Q2 		$6.21M Buy
55,572
+687
+1% +$75.7K 1.98% 11
2019
Q1 		$5.56M Buy
54,885
+798
+1% +$82.2K 1.82% 11
2018
Q4 		$5.28M Buy
54,087
+2,524
+5% +$269K 1.94% 10
2018
Q3 		$5.82M Buy
51,563
+3,596
+7% +$408K 1.97% 11
2018
Q2 		$5M Buy
47,967
+19,736
+70% +$2.17M 2.3% 10
2018
Q1 		$3.1M Buy
28,231
+522
+2% +$59.1K 1.31% 24
2017
Q4 		$2.96M Sell
27,709
-209
-0.7% -$21.2K 1.25% 25
2017
Q3 		$2.67M Buy
27,918
+1,112
+4% +$103K 1.2% 28
2017
Q2 		$2.45M Sell
26,806
-983
-4% -$84.8K 1.15% 30
2017
Q1 		$2.44M Buy
27,789
+86
+0.3% +$7.59K 1.06% 35
2016
Q4 		$2.39M Buy
27,703
+631
+2% +$48.1K 1.08% 34
2016
Q3 		$1.8M Hold
27,072
– – 0.88% 42
2016
Q2 		$1.68M Sell
27,072
-321
-1% -$20.1K 0.83% 43
2016
Q1 		$1.68M Hold
27,393
– – 0.8% 44
2015
Q4 		$1.81M Sell
27,393
-70
-0.3% -$4.56K 0.82% 46
2015
Q3 		$1.67M Buy
27,463
+1,757
+7% +$115K 0.8% 46
2015
Q2 		$1.74M Buy
25,706
+625
+2% +$40.8K 0.78% 47
2015
Q1 		$1.52M Hold
25,081
– – 0.67% 48
2014
Q4 		$1.57M Sell
25,081
-794
-3% -$47.8K 0.67% 48
2014
Q3 		$1.56M Sell
25,875
-2,734
-10% -$160K 0.66% 47
2014
Q2 		$1.65M Buy
28,609
+2,634
+10% +$148K 0.64% 49
2014
Q1 		$1.58M Sell
25,975
-1,957
-7% -$113K 0.68% 48
2013
Q4 		$1.63M Sell
27,932
-450
-2% -$24.7K 0.68% 48
2013
Q3 		$1.47M Sell
28,382
-6,419
-18% -$344K 0.66% 51
2013
Q2 		$1.84M Buy
+34,801
New +$1.77M 0.79% 47

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
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

Ipswich Investment Management's JPM Position: Q2 2026 in Review

Ipswich Investment Management reduced its JPMorgan Chase (JPM) stake by 3.4% in Q2 2026, selling an estimated $478K and leaving 43,326 shares worth $14.2M. The position accounts for 2.99% of the portfolio, ranked #6.

Ipswich Investment Management first reported a position in JPM in Q2 2013 and has held it in 53 quarters since. The position peaked at $14.5M in Q4 2025. 1,577 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Ipswich Investment Management held 43,326 shares of JPMorgan Chase worth $14.2M as of Q2 2026.
  • Ipswich Investment Management sold 1,540 JPMorgan Chase shares in Q2 2026, an estimated $478K.
  • JPMorgan Chase made up 2.99% of Ipswich Investment Management's portfolio in Q2 2026, its #6 holding.
  • Ipswich Investment Management first reported a position in JPMorgan Chase in Q2 2013 and has held it in 53 quarters since.
  • Ipswich Investment Management's JPMorgan Chase position peaked at $14.5M in Q4 2025.
  • 1,577 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Ipswich Investment Management's 13F filing for Q2 2026, filed 16 Jul 2026.