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Jay A. Fishman Ltd’s JPMorgan Chase JPM Stock Holding History

Jay A. Fishman Ltd’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 		$49.2M Sell
150,214
-1,819
-1% -$565K 3.91% 9
2026
Q1 		$44.7M Sell
152,033
-4,646
-3% -$1.41M 3.99% 8
2025
Q4 		$50.5M Sell
156,679
-1,093
-0.7% -$338K 4.15% 8
2025
Q3 		$49.8M Sell
157,772
-2,337
-1% -$695K 4.27% 8
2025
Q2 		$46.4M Buy
160,109
+1,615
+1% +$412K 4.44% 8
2025
Q1 		$38.9M Sell
158,494
-12,871
-8% -$3.28M 4.25% 7
2024
Q4 		$41.1M Sell
171,365
-567
-0.3% -$132K 3.85% 8
2024
Q3 		$36.3M Sell
171,932
-136
-0.1% -$28.6K 3.6% 7
2024
Q2 		$34.8M Sell
172,068
-193
-0.1% -$37.7K 3.67% 7
2024
Q1 		$34.5M Sell
172,261
-1,585
-0.9% -$286K 3.81% 8
2023
Q4 		$29.6M Sell
173,846
-3,475
-2% -$527K 3.38% 7
2023
Q3 		$25.7M Sell
177,321
-16,159
-8% -$2.42M 3.26% 8
2023
Q2 		$28.1M Sell
193,480
-44,629
-19% -$6.14M 3.41% 7
2023
Q1 		$31M Sell
238,109
-2,780
-1% -$381K 3.96% 6
2022
Q4 		$32.3M Buy
240,889
+165
+0.1% +$20.9K 4.54% 7
2022
Q3 		$25.2M Sell
240,724
-1,825
-0.8% -$209K 3.64% 7
2022
Q2 		$27.3M Sell
242,549
-372
-0.2% -$46.1K 3.72% 7
2022
Q1 		$33.1M Buy
242,921
+2,682
+1% +$396K 3.65% 7
2021
Q4 		$38M Buy
240,239
+4,891
+2% +$803K 4.06% 6
2021
Q3 		$38.5M Sell
235,348
-6,932
-3% -$1.09M 4.77% 5
2021
Q2 		$37.7M Sell
242,280
-3,672
-1% -$577K 4.61% 6
2021
Q1 		$37.4M Sell
245,952
-3,612
-1% -$520K 5.05% 5
2020
Q4 		$31.7M Buy
249,564
+235
+0.1% +$26.3K 4.36% 6
2020
Q3 		$24M Sell
249,329
-982
-0.4% -$96.4K 3.8% 7
2020
Q2 		$23.5M Sell
250,311
-1,828
-0.7% -$173K 4.11% 6
2020
Q1 		$22.7M Sell
252,139
-6,630
-3% -$806K 4.97% 6
2019
Q4 		$36.1M Sell
258,769
-13,042
-5% -$1.67M 6.21% 2
2019
Q3 		$32M Sell
271,811
-5,690
-2% -$644K 5.99% 2
2019
Q2 		$31M Sell
277,501
-13,270
-5% -$1.46M 5.8% 3
2019
Q1 		$29.4M Sell
290,771
-5,772
-2% -$595K 5.5% 4
2018
Q4 		$28.9M Sell
296,543
-47
-0% -$5.01K 6.27% 3
2018
Q3 		$33.5M Sell
296,590
-6,993
-2% -$794K 5.88% 3
2018
Q2 		$31.6M Sell
303,583
-750
-0.2% -$82.3K 5.92% 3
2018
Q1 		$33.5M Sell
304,333
-40
-0% -$4.53K 6.33% 3
2017
Q4 		$32.5M Sell
304,373
-830
-0.3% -$84K 6.14% 3
2017
Q3 		$29.1M Sell
305,203
-1,685
-0.5% -$155K 5.94% 3
2017
Q2 		$28M Buy
306,888
+1,567
+0.5% +$135K 5.94% 3
2017
Q1 		$26.8M Sell
305,321
-5,225
-2% -$461K 6.05% 3
2016
Q4 		$26.8M Sell
310,546
-7,262
-2% -$554K 6.61% 3
2016
Q3 		$21.2M Sell
317,808
-9,657
-3% -$630K 5.22% 5
2016
Q2 		$20.3M Buy
327,465
+9,540
+3% +$596K 5.16% 5
2016
Q1 		$18.8M Buy
317,925
+300
+0.1% +$17.5K 4.9% 5
2015
Q4 		$21M Buy
317,625
+862
+0.3% +$56.1K 5.1% 2
2015
Q3 		$19.3M Sell
316,763
-1,000
-0.3% -$65.5K 4.63% 4
2015
Q2 		$21.5M Buy
317,763
+1,800
+0.6% +$118K 4.48% 4
2015
Q1 		$19.1M Sell
315,963
-4,950
-2% -$293K 4.01% 5
2014
Q4 		$20.1M Sell
320,913
-11,825
-4% -$712K 4.4% 5
2014
Q3 		$20M Sell
332,738
-2,490
-0.7% -$146K 4.42% 5
2014
Q2 		$19.3M Sell
335,228
-9,806
-3% -$551K 4.15% 6
2014
Q1 		$20.9M Buy
345,034
+8,400
+2% +$485K 4.68% 5
2013
Q4 		$19.7M Buy
336,634
+23,069
+7% +$1.26M 4.41% 5
2013
Q3 		$16.2M Sell
313,565
-3,100
-1% -$166K 4.04% 7
2013
Q2 		$16.7M Buy
+316,665
New +$16.1M 4.34% 7

Other funds holding JPM

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Jay A. Fishman Ltd's JPM Position: Q2 2026 in Review

Jay A. Fishman Ltd reduced its JPMorgan Chase (JPM) stake by 1.2% in Q2 2026, selling an estimated $565K and leaving 150,214 shares worth $49.2M. The position accounts for 3.91% of the portfolio, ranked #9.

Jay A. Fishman Ltd first reported a position in JPM in Q2 2013 and has held it in 53 quarters since. The position peaked at $50.5M in Q4 2025. 2,843 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Jay A. Fishman Ltd held 150,214 shares of JPMorgan Chase worth $49.2M as of Q2 2026.
  • Jay A. Fishman Ltd sold 1,819 JPMorgan Chase shares in Q2 2026, an estimated $565K.
  • JPMorgan Chase made up 3.91% of Jay A. Fishman Ltd's portfolio in Q2 2026, its #9 holding.
  • Jay A. Fishman Ltd first reported a position in JPMorgan Chase in Q2 2013 and has held it in 53 quarters since.
  • Jay A. Fishman Ltd's JPMorgan Chase position peaked at $50.5M in Q4 2025.
  • 2,843 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Jay A. Fishman Ltd's 13F filing for Q2 2026, filed 29 Jul 2026.