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Isthmus Partners’s JPMorgan Chase JPM Stock Holding History

Isthmus 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
2026
Q2 		$1.14M Sell
3,481
-32
-0.9% -$9.94K 0.11% 126
2026
Q1 		$1.03M Buy
3,513
+160
+5% +$48.6K 0.11% 124
2025
Q4 		$1.08M Hold
3,353
– – 0.12% 120
2025
Q3 		$1.06M Buy
3,353
+340
+11% +$101K 0.23% 63
2025
Q2 		$873K Buy
3,013
+596
+25% +$152K 0.1% 121
2025
Q1 		$593K Hold
2,417
– – 0.07% 131
2024
Q4 		$579K Hold
2,417
– – 0.07% 131
2024
Q3 		$510K Sell
2,417
-190
-7% -$40K 0.06% 134
2024
Q2 		$527K Sell
2,607
-100
-4% -$19.6K 0.06% 132
2024
Q1 		$542K Sell
2,707
-326
-11% -$58.8K 0.06% 138
2023
Q4 		$516K Sell
3,033
-15
-0.5% -$2.27K 0.07% 138
2023
Q3 		$442K Buy
3,048
+278
+10% +$41.7K 0.06% 138
2023
Q2 		$403K Buy
2,770
+29
+1% +$3.99K 0.05% 143
2023
Q1 		$357K Buy
2,741
+105
+4% +$14.4K 0.05% 142
2022
Q4 		$353K Hold
2,636
– – 0.05% 144
2022
Q3 		$275K Buy
2,636
+287
+12% +$32.9K 0.05% 146
2022
Q2 		$265K Hold
2,349
– – 0.05% 135
2022
Q1 		$320K Buy
2,349
+10
+0.4% +$1.48K 0.05% 134
2021
Q4 		$370K Hold
2,339
– – 0.06% 133
2021
Q3 		$383K Hold
2,339
– – 0.07% 129
2021
Q2 		$364K Sell
2,339
-100
-4% -$15.7K 0.06% 128
2021
Q1 		$371K Sell
2,439
-49
-2% -$7.05K 0.07% 124
2020
Q4 		$316K Hold
2,488
– – 0.06% 127
2020
Q3 		$240K Hold
2,488
– – 0.06% 132
2020
Q2 		$234K Sell
2,488
-50
-2% -$4.74K 0.06% 133
2020
Q1 		$228K Sell
2,538
-114
-4% -$13.8K 0.07% 125
2019
Q4 		$370K Sell
2,652
-16
-0.6% -$2.05K 0.08% 120
2019
Q3 		$314K Hold
2,668
– – 0.07% 125
2019
Q2 		$298K Buy
+2,668
New +$294K 0.07% 125
2019
Q1 		– Sell
-2,668
Closed -$260K – 163
2018
Q4 		$260K Buy
2,668
+265
+11% +$28.2K 0.08% 125
2018
Q3 		$271K Hold
2,403
– – 0.07% 115
2018
Q2 		$250K Hold
2,403
– – 0.07% 121
2018
Q1 		$264K Sell
2,403
-59
-2% -$6.68K 0.07% 119
2017
Q4 		$263K Hold
2,462
– – 0.07% 120
2017
Q3 		$235K Buy
2,462
+59
+2% +$5.44K 0.07% 124
2017
Q2 		$220K Hold
2,403
– – 0.06% 125
2017
Q1 		$211K Sell
2,403
-125
-5% -$11K 0.06% 126
2016
Q4 		$218K Buy
2,528
+1,884
+293% +$144K 0.07% 126
2016
Q3 		$44K Buy
644
+125
+24% +$8.15K 0.01% 177
2016
Q2 		$32K Hold
519
– – 0.01% 185
2016
Q1 		$31K Hold
519
– – 0.01% 186
2015
Q4 		$34K Hold
519
– – 0.01% 189
2015
Q3 		$32K Hold
519
– – 0.01% 194
2015
Q2 		$35K Hold
519
– – 0.01% 193
2015
Q1 		$31K Hold
519
– – 0.01% 198
2014
Q4 		$32K Buy
+519
New +$31.2K 0.01% 203

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

Isthmus Partners's JPM Position: Q2 2026 in Review

Isthmus Partners reduced its JPMorgan Chase (JPM) stake by 0.91% in Q2 2026, selling an estimated $9.94K and leaving 3,481 shares worth $1.14M. The position accounts for 0.11% of the portfolio, ranked #126.

Isthmus Partners first reported a position in JPM in Q4 2014 and has held it in 46 quarters since. 1,772 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Isthmus Partners held 3,481 shares of JPMorgan Chase worth $1.14M as of Q2 2026.
  • Isthmus Partners sold 32 JPMorgan Chase shares in Q2 2026, an estimated $9.94K.
  • JPMorgan Chase made up 0.11% of Isthmus Partners's portfolio in Q2 2026, its #126 holding.
  • Isthmus Partners first reported a position in JPMorgan Chase in Q4 2014 and has held it in 46 quarters since.
  • 1,772 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Isthmus Partners's 13F filing for Q2 2026, filed 20 Jul 2026.