JCM
JPM icon

Jacobi Capital Management’s JPMorgan Chase JPM Stock Holding History

Jacobi 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 		$14.5M Sell
44,307
-245
-0.5% -$76.1K 0.71% 23
2026
Q1 		$13.1M Buy
44,552
+573
+1% +$174K 0.73% 23
2025
Q4 		$14.2M Buy
43,979
+527
+1% +$163K 0.82% 20
2025
Q3 		$13.7M Sell
43,452
-818
-2% -$243K 0.83% 17
2025
Q2 		$12.8M Buy
44,270
+1,239
+3% +$316K 0.85% 16
2025
Q1 		$10.6M Buy
43,031
+1,024
+2% +$261K 0.78% 18
2024
Q4 		$10.1M Sell
42,007
-459
-1% -$107K 0.75% 19
2024
Q3 		$8.95M Buy
42,466
+496
+1% +$104K 0.68% 21
2024
Q2 		$8.49M Buy
41,970
+64
+0.2% +$12.5K 0.74% 19
2024
Q1 		$8.39M Sell
41,906
-5,775
-12% -$1.04M 0.78% 19
2023
Q4 		$8.11M Buy
47,681
+1,022
+2% +$155K 0.83% 21
2023
Q3 		$6.77M Buy
46,659
+111
+0.2% +$16.6K 0.76% 19
2023
Q2 		$6.77M Buy
46,548
+714
+2% +$98.2K 0.76% 21
2023
Q1 		$5.97M Sell
45,834
-304
-0.7% -$41.7K 0.71% 21
2022
Q4 		$6.19M Buy
46,138
+664
+1% +$84.1K 0.77% 23
2022
Q3 		$4.75M Buy
45,474
+4,908
+12% +$563K 0.65% 27
2022
Q2 		$4.57M Buy
40,566
+1,776
+5% +$220K 0.61% 30
2022
Q1 		$5.29M Buy
38,790
+2,588
+7% +$382K 0.63% 27
2021
Q4 		$5.73M Buy
36,202
+1,404
+4% +$231K 0.68% 24
2021
Q3 		$5.7M Buy
34,798
+1,585
+5% +$248K 0.72% 19
2021
Q2 		$5.17M Buy
33,213
+47
+0.1% +$7.38K 0.68% 22
2021
Q1 		$5.05M Sell
33,166
-26,967
-45% -$3.88M 0.75% 21
2020
Q4 		$7.66M Buy
60,133
+248
+0.4% +$27.7K 1.21% 14
2020
Q3 		$5.79M Buy
59,885
+914
+2% +$89.8K 1.02% 18
2020
Q2 		$5.57M Buy
58,971
+1,241
+2% +$118K 1.04% 17
2020
Q1 		$5.2M Buy
57,730
+24,818
+75% +$3.02M 1.12% 17
2019
Q4 		$4.56M Buy
32,912
+1,148
+4% +$147K 0.83% 20
2019
Q3 		$3.77M Buy
31,764
+416
+1% +$47.1K 0.75% 23
2019
Q2 		$3.51M Buy
31,348
+9,111
+41% +$1M 0.71% 25
2019
Q1 		$2.25M Sell
22,237
-458
-2% -$47.2K 0.57% 30
2018
Q4 		$2.21M Buy
22,695
+5,255
+30% +$560K 0.61% 29
2018
Q3 		$1.97M Buy
17,440
+132
+0.8% +$15K 0.53% 28
2018
Q2 		$1.8M Buy
17,308
+1,472
+9% +$161K 0.52% 29
2018
Q1 		$1.71M Buy
15,836
+3,347
+27% +$379K 0.51% 27
2017
Q4 		$1.35M Buy
12,489
+958
+8% +$97K 0.44% 39
2017
Q3 		$1.11M Buy
11,531
+1,077
+10% +$99.3K 0.38% 42
2017
Q2 		$974K Buy
10,454
+653
+7% +$56.3K 0.38% 41
2017
Q1 		$845K Buy
9,801
+1,933
+25% +$171K 0.43% 44
2016
Q4 		$685K Sell
7,868
-2,549
-24% -$194K 0.42% 41
2016
Q3 		$694K Buy
10,417
+220
+2% +$14.3K 0.33% 41
2016
Q2 		$614K Buy
+10,197
New +$637K 0.31% 41

Other funds holding JPM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

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

Jacobi Capital Management reduced its JPMorgan Chase (JPM) stake by 0.55% in Q2 2026, selling an estimated $76.1K and leaving 44,307 shares worth $14.5M. The position accounts for 0.71% of the portfolio, ranked #23.

Jacobi Capital Management first reported a position in JPM in Q2 2016 and has held it in 41 quarters since. 2,568 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Jacobi Capital Management held 44,307 shares of JPMorgan Chase worth $14.5M as of Q2 2026.
  • Jacobi Capital Management sold 245 JPMorgan Chase shares in Q2 2026, an estimated $76.1K.
  • JPMorgan Chase made up 0.71% of Jacobi Capital Management's portfolio in Q2 2026, its #23 holding.
  • Jacobi Capital Management first reported a position in JPMorgan Chase in Q2 2016 and has held it in 41 quarters since.
  • 2,568 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Jacobi Capital Management's 13F filing for Q2 2026, filed 31 Jul 2026.