JCIC Asset Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $18.9M | Hold |
64,099
| – | – | 5.78% | 2 |
|
|
2026
Q1 | $18.9M | Buy |
64,099
+713
| +1% | +$216K | 5.78% | 2 |
|
|
2025
Q4 | $20.4M | Sell |
63,386
-777
| -1% | -$241K | 6.25% | 3 |
|
|
2025
Q3 | $20.2M | Buy |
+64,163
| New | +$19.1M | 6.33% | 3 |
|
|
2025
Q1 | $16.3M | Sell |
66,465
-481
| -0.7% | -$123K | 6.81% | 3 |
|
|
2024
Q4 | $16M | Buy |
66,946
+1,030
| +2% | +$240K | 6.5% | 5 |
|
|
2024
Q3 | $13.9M | Buy |
65,916
+485
| +0.7% | +$102K | 5.7% | 5 |
|
|
2024
Q2 | $13.2M | Sell |
65,431
-620
| -0.9% | -$121K | 5.44% | 6 |
|
|
2024
Q1 | $13.2M | Buy |
66,051
+230
| +0.3% | +$41.5K | 5.45% | 6 |
|
|
2023
Q4 | $11.2M | Sell |
65,821
-290
| -0.4% | -$43.9K | 5% | 6 |
|
|
2023
Q3 | $9.59M | Sell |
66,111
-1,945
| -3% | -$292K | 4.85% | 5 |
|
|
2023
Q2 | $9.9M | Sell |
68,056
-3,850
| -5% | -$530K | 4.49% | 7 |
|
|
2023
Q1 | $9.37M | Buy |
71,906
+1,243
| +2% | +$170K | 4.36% | 5 |
|
|
2022
Q4 | $9.48M | Sell |
70,663
-2,714
| -4% | -$344K | 4.71% | 5 |
|
|
2022
Q3 | $9.24M | Sell |
73,377
-2,617
| -3% | -$300K | 4.26% | 6 |
|
|
2022
Q2 | $8.56M | Sell |
75,994
-7,580
| -9% | -$939K | 4.61% | 4 |
|
|
2022
Q1 | $11.4M | Sell |
83,574
-1,546
| -2% | -$228K | 3.52% | 8 |
|
|
2021
Q4 | $13.5M | Sell |
85,120
-300
| -0.4% | -$49.3K | 4.04% | 7 |
|
|
2021
Q3 | $14M | Sell |
85,420
-190
| -0.2% | -$29.8K | 4.6% | 5 |
|
|
2021
Q2 | $16.5M | Sell |
85,610
-120
| -0.1% | -$18.8K | 4.25% | 5 |
|
|
2021
Q1 | $13.1M | Buy |
85,730
+1,680
| +2% | +$242K | 4.59% | 5 |
|
|
2020
Q4 | $10.7M | Buy |
84,050
+1,915
| +2% | +$214K | 4.3% | 6 |
|
|
2020
Q3 | $7.91M | Buy |
82,135
+596
| +0.7% | +$58.5K | 3.66% | 9 |
|
|
2020
Q2 | $7.67M | Buy |
81,539
+2,278
| +3% | +$216K | 3.94% | 8 |
|
|
2020
Q1 | $7.14M | Sell |
79,261
-27,633
| -26% | -$3.36M | 4.42% | 7 |
|
|
2019
Q4 | $14.9M | Sell |
106,894
-2,724
| -2% | -$349K | 5.77% | 4 |
|
|
2019
Q3 | $12.9M | Sell |
109,618
-1,850
| -2% | -$209K | 5.67% | 3 |
|
|
2019
Q2 | $12.5M | Sell |
111,468
-649
| -0.6% | -$71.6K | 5.16% | 3 |
|
|
2019
Q1 | $11.3M | Buy |
112,117
+386
| +0.3% | +$39.8K | 4.51% | 3 |
|
|
2018
Q4 | $10.9M | Sell |
111,731
-54
| -0% | -$5.75K | 4.84% | 4 |
|
|
2018
Q3 | $12.6M | Buy |
111,785
+1,079
| +1% | +$122K | 4.34% | 4 |
|
|
2018
Q2 | $11.5M | Sell |
110,706
-434
| -0.4% | -$47.6K | 3.91% | 3 |
|
|
2018
Q1 | $12.2M | Buy |
111,140
+467
| +0.4% | +$52.9K | 4.05% | 5 |
|
|
2017
Q4 | $11.8M | Sell |
110,673
-894
| -0.8% | -$90.5K | 3.89% | 5 |
|
|
2017
Q3 | $10.7M | Sell |
111,567
-2,795
| -2% | -$258K | 3.63% | 7 |
|
|
2017
Q2 | $10.5M | Sell |
114,362
-1,815
| -2% | -$157K | 3.6% | 9 |
|
|
2017
Q1 | $10.2M | Buy |
116,177
+3,762
| +3% | +$332K | 3.58% | 8 |
|
|
2016
Q4 | $9.7M | Sell |
112,415
-18,700
| -14% | -$1.43M | 3.29% | 14 |
|
|
2016
Q3 | $8.73M | Sell |
131,115
-10,330
| -7% | -$674K | 2.75% | 20 |
|
|
2016
Q2 | $8.79M | Sell |
141,445
-8,866
| -6% | -$554K | 2.62% | 21 |
|
|
2016
Q1 | $8.9M | Sell |
150,311
-4,225
| -3% | -$247K | 2.47% | 25 |
|
|
2015
Q4 | $10.2M | Sell |
154,536
-125,475
| -45% | -$8.17M | 2.81% | 22 |
|
|
2015
Q3 | $17.1M | Sell |
280,011
-23,450
| -8% | -$1.54M | 4.2% | 7 |
|
|
2015
Q2 | $20.6M | Sell |
303,461
-3,135
| -1% | -$205K | 3.69% | 9 |
|
|
2015
Q1 | $18.6M | Sell |
306,596
-3,264
| -1% | -$193K | 3.36% | 11 |
|
|
2014
Q4 | $19.4M | Buy |
309,860
+2,570
| +0.8% | +$155K | 3.95% | 7 |
|
|
2014
Q3 | $18.5M | Sell |
307,290
-1,805
| -0.6% | -$106K | 3.46% | 11 |
|
|
2014
Q2 | $17.8M | Sell |
309,095
-67,330
| -18% | -$3.79M | 2.98% | 13 |
|
|
2014
Q1 | $22.9M | Buy |
376,425
+18,620
| +5% | +$1.08M | 4.17% | 7 |
|
|
2013
Q4 | $20.9M | Sell |
357,805
-40,930
| -10% | -$2.24M | 4.04% | 11 |
|
|
2013
Q3 | $20.6M | Buy |
398,735
+19,845
| +5% | +$1.06M | 3.7% | 12 |
|
|
2013
Q2 | $20M | Buy |
+378,890
| New | +$19.3M | 3.9% | 10 |
|
Other funds holding JPM
LMFP
CRM
CNB
II
SP
JCIC Asset Management's JPM Position: Q2 2026 in Review
JCIC Asset Management held its JPMorgan Chase (JPM) position steady in Q2 2026 at 64,099 shares worth $18.9M. The position accounts for 5.78% of the portfolio, ranked #2.
JCIC Asset Management first reported a position in JPM in Q2 2013 and has held it in 52 quarters since. The position peaked at $22.9M in Q1 2014. 1,169 funds tracked by Wall St. Rank hold JPM as of Q2 2026.
- JCIC Asset Management held 64,099 shares of JPMorgan Chase worth $18.9M as of Q2 2026.
- JCIC Asset Management left its JPMorgan Chase share count unchanged in Q2 2026.
- JPMorgan Chase made up 5.78% of JCIC Asset Management's portfolio in Q2 2026, its #2 holding.
- JCIC Asset Management first reported a position in JPMorgan Chase in Q2 2013 and has held it in 52 quarters since.
- JCIC Asset Management's JPMorgan Chase position peaked at $22.9M in Q1 2014.
- 1,169 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.
Based on JCIC Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.