Keating Investment Counselors’s JPMorgan Chase JPM Stock Holding History

Keating Investment Counselors’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	$385K	Hold	1,175	–	–	0.11%	45
2026 Q1	$346K	Sell	1,175 -1,150	-49%	-$349K	0.09%	48
2025 Q4	$749K	Sell	2,325 -10	-0.4%	-$3.1K	0.21%	38
2025 Q3	$737K	Buy	2,335 +50	+2%	+$14.9K	0.21%	39
2025 Q2	$662K	Buy	2,285 +100	+5%	+$25.5K	0.2%	42
2025 Q1	$536K	Sell	2,185 -1,315	-38%	-$335K	0.16%	48
2024 Q4	$839K	Hold	3,500	–	–	0.26%	40
2024 Q3	$738K	Hold	3,500	–	–	0.22%	42
2024 Q2	$708K	Buy	3,500 +575	+20%	+$112K	0.23%	42
2024 Q1	$586K	Sell	2,925 -300	-9%	-$54.1K	0.19%	53
2023 Q4	$549K	Sell	3,225 -125	-4%	-$18.9K	0.2%	60
2023 Q3	$486K	Sell	3,350 -118	-3%	-$17.7K	0.16%	62
2023 Q2	$504K	Sell	3,468 -2,730	-44%	-$375K	0.18%	57
2023 Q1	$808K	Hold	6,198	–	–	0.31%	48
2022 Q4	$831K	Hold	6,198	–	–	0.33%	52
2022 Q3	$648K	Hold	6,198	–	–	0.29%	45
2022 Q2	$698K	Hold	6,198	–	–	0.29%	45
2022 Q1	$845K	Hold	6,198	–	–	0.36%	45
2021 Q4	$981K	Hold	6,198	–	–	0.43%	41
2021 Q3	$1.01M	Sell	6,198 -50	-0.8%	-$7.84K	0.48%	39
2021 Q2	$972K	Sell	6,248 -356	-5%	-$55.9K	0.45%	39
2021 Q1	$1M	Sell	6,604 -236	-3%	-$34K	0.48%	36
2020 Q4	$869K	Hold	6,840	–	–	0.43%	37
2020 Q3	$658K	Hold	6,840	–	–	0.34%	38
2020 Q2	$643K	Buy	6,840 +56	+0.8%	+$5.31K	0.35%	38
2020 Q1	$611K	Hold	6,784	–	–	0.37%	39
2019 Q4	$946K	Hold	6,784	–	–	0.41%	43
2019 Q3	$798K	Hold	6,784	–	–	0.36%	43
2019 Q2	$758K	Hold	6,784	–	–	0.34%	46
2019 Q1	$687K	Hold	6,784	–	–	0.31%	48
2018 Q4	$662K	Hold	6,784	–	–	0.34%	47
2018 Q3	$766K	Hold	6,784	–	–	0.33%	46
2018 Q2	$707K	Hold	6,784	–	–	0.34%	41
2018 Q1	$746K	Hold	6,784	–	–	0.34%	43
2017 Q4	$725K	Hold	6,784	–	–	0.31%	43
2017 Q3	$648K	Sell	6,784 -300	-4%	-$27.7K	0.28%	47
2017 Q2	$647K	Sell	7,084 -250	-3%	-$21.6K	0.28%	46
2017 Q1	$644K	Hold	7,334	–	–	0.29%	43
2016 Q4	$633K	Hold	7,334	–	–	0.3%	44
2016 Q3	$488K	Hold	7,334	–	–	0.24%	49
2016 Q2	$456K	Sell	7,334 -15,090	-67%	-$943K	0.22%	50
2016 Q1	$1.33M	Buy	22,424 +15,390	+219%	+$899K	0.65%	37
2015 Q4	$464K	Sell	7,034 -468	-6%	-$30.5K	0.23%	47
2015 Q3	$457K	Hold	7,502	–	–	0.25%	47
2015 Q2	$508K	Buy	7,502 +250	+3%	+$16.3K	0.26%	46
2015 Q1	$439K	Buy	7,252 +250	+4%	+$14.8K	0.22%	50
2014 Q4	$438K	Hold	7,002	–	–	0.22%	50
2014 Q3	$422K	Hold	7,002	–	–	0.22%	49
2014 Q2	$403K	Hold	7,002	–	–	0.19%	50
2014 Q1	$425K	Hold	7,002	–	–	0.21%	49
2013 Q4	$409K	Hold	7,002	–	–	0.21%	48
2013 Q3	$362K	Hold	7,002	–	–	0.2%	48
2013 Q2	$370K	Buy	+7,002	New	+$356K	0.21%	47

Other funds holding JPM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

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 Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

Keating Investment Counselors's JPM Position: Q2 2026 in Review

Keating Investment Counselors held its JPMorgan Chase (JPM) position steady in Q2 2026 at 1,175 shares worth $385K. The position accounts for 0.11% of the portfolio, ranked #45.

Keating Investment Counselors first reported a position in JPM in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.33M in Q1 2016. 1,772 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Keating Investment Counselors held 1,175 shares of JPMorgan Chase worth $385K as of Q2 2026.
Keating Investment Counselors left its JPMorgan Chase share count unchanged in Q2 2026.
JPMorgan Chase made up 0.11% of Keating Investment Counselors's portfolio in Q2 2026, its #45 holding.
Keating Investment Counselors first reported a position in JPMorgan Chase in Q2 2013 and has held it in 53 quarters since.
Keating Investment Counselors's JPMorgan Chase position peaked at $1.33M in Q1 2016.
1,772 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

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