Koshinski 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 | $11.2M | Sell |
34,321
-217
| -0.6% | -$67.4K | 0.6% | 35 |
|
|
2026
Q1 | $10.2M | Sell |
34,538
-1,992
| -5% | -$605K | 0.63% | 30 |
|
|
2025
Q4 | $11.8M | Buy |
36,530
+1,445
| +4% | +$447K | 0.76% | 22 |
|
|
2025
Q3 | $11.1M | Buy |
35,085
+1,434
| +4% | +$426K | 0.74% | 24 |
|
|
2025
Q2 | $9.76M | Buy |
33,651
+1,596
| +5% | +$407K | 0.74% | 23 |
|
|
2025
Q1 | $7.86M | Buy |
32,055
+5,481
| +21% | +$1.4M | 0.67% | 24 |
|
|
2024
Q4 | $6.37B | Buy |
26,574
+11
| +0% | +$2.56K | 0.54% | 34 |
|
|
2024
Q3 | $5.6M | Sell |
26,563
-141
| -0.5% | -$29.7K | 0.48% | 38 |
|
|
2024
Q2 | $5.54M | Buy |
26,704
+1,684
| +7% | +$329K | 0.51% | 39 |
|
|
2024
Q1 | $5.01M | Buy |
25,020
+11,197
| +81% | +$2.02M | 0.51% | 35 |
|
|
2023
Q4 | $2.35M | Sell |
13,823
-13,730
| -50% | -$2.08M | 0.36% | 66 |
|
|
2023
Q3 | $4M | Sell |
27,553
-7
| -0% | -$1.05K | 0.46% | 40 |
|
|
2023
Q2 | $4.01M | Sell |
27,560
-5,165
| -16% | -$710K | 0.43% | 45 |
|
|
2023
Q1 | $4.26M | Buy |
32,725
+511
| +2% | +$70K | 0.42% | 55 |
|
|
2022
Q4 | $4.32M | Buy |
32,214
+4,076
| +14% | +$516K | 0.42% | 50 |
|
|
2022
Q3 | $2.94M | Buy |
28,138
+2,180
| +8% | +$250K | 0.35% | 74 |
|
|
2022
Q2 | $2.92M | Sell |
25,958
-35,566
| -58% | -$4.41M | 0.29% | 87 |
|
|
2022
Q1 | $8.39M | Buy |
61,524
+4,936
| +9% | +$729K | 0.69% | 21 |
|
|
2021
Q4 | $8.96M | Buy |
56,588
+787
| +1% | +$129K | 0.72% | 19 |
|
|
2021
Q3 | $9.13M | Buy |
55,801
+19,681
| +54% | +$3.09M | 0.79% | 17 |
|
|
2021
Q2 | $5.62M | Sell |
36,120
-13,167
| -27% | -$2.07M | 0.71% | 25 |
|
|
2021
Q1 | $7.5M | Buy |
49,287
+4,649
| +10% | +$669K | 0.79% | 22 |
|
|
2020
Q4 | $5.67M | Sell |
44,638
-772
| -2% | -$86.3K | 0.72% | 23 |
|
|
2020
Q3 | $4.65K | Buy |
45,410
+355
| +0.8% | +$34.9K | 0.63% | 30 |
|
|
2020
Q2 | $4.24M | Buy |
45,055
+1,060
| +2% | +$101K | 0.69% | 27 |
|
|
2020
Q1 | $3.96M | Buy |
43,995
+9,563
| +28% | +$1.16M | 0.83% | 23 |
|
|
2019
Q4 | $4.77M | Buy |
+34,432
| New | +$4.42M | 0.82% | 17 |
|
|
2019
Q3 | – | Sell |
-20,409
| Closed | -$2.28M | – | 213 |
|
|
2019
Q2 | $2.28M | Sell |
20,409
-2,393
| -10% | -$264K | 0.93% | 22 |
|
|
2019
Q1 | $2.31K | Sell |
22,802
-18,194
| -44% | -$1.87M | 0.62% | 35 |
|
|
2018
Q4 | $4M | Sell |
40,996
-12,439
| -23% | -$1.33M | 0.98% | 11 |
|
|
2018
Q3 | $6.03M | Buy |
53,435
+30,492
| +133% | +$3.46M | 0.86% | 13 |
|
|
2018
Q2 | $2.39M | Sell |
22,943
-1,417
| -6% | -$155K | 0.73% | 23 |
|
|
2018
Q1 | $2.68M | Sell |
24,360
-4,036
| -14% | -$457K | 0.83% | 13 |
|
|
2017
Q4 | $3.04M | Sell |
28,396
-4,742
| -14% | -$480K | 0.76% | 12 |
|
|
2017
Q3 | $3.17M | Buy |
33,138
+2,456
| +8% | +$226K | 1.04% | 7 |
|
|
2017
Q2 | $2.8M | Buy |
30,682
+7,458
| +32% | +$644K | 1.02% | 8 |
|
|
2017
Q1 | $2.04M | Sell |
23,224
-43
| -0.2% | -$3.79K | 0.8% | 28 |
|
|
2016
Q4 | $2.01M | Sell |
23,267
-1,020
| -4% | -$77.8K | 1% | 18 |
|
|
2016
Q3 | $1.62M | Buy |
24,287
+63
| +0.3% | +$4.11K | 0.8% | 25 |
|
|
2016
Q2 | $1.5M | Buy |
24,224
+428
| +2% | +$26.7K | 0.82% | 27 |
|
|
2016
Q1 | $1.41M | Buy |
23,796
+1,436
| +6% | +$83.9K | 0.91% | 21 |
|
|
2015
Q4 | $1.48M | Sell |
22,360
-1,213
| -5% | -$79K | 1.03% | 20 |
|
|
2015
Q3 | $1.6M | Sell |
23,573
-849
| -3% | -$55.6K | 1.02% | 20 |
|
|
2015
Q2 | $1.66M | Buy |
24,422
+1,166
| +5% | +$76.1K | 1.05% | 19 |
|
|
2015
Q1 | $1.41M | Sell |
23,256
-1,172
| -5% | -$69.4K | 0.91% | 24 |
|
|
2014
Q4 | $1.53M | Buy |
+24,428
| New | +$1.47M | 0.87% | 26 |
|
Other funds holding JPM
Koshinski Asset Management's JPM Position: Q2 2026 in Review
Koshinski Asset Management reduced its JPMorgan Chase (JPM) stake by 0.63% in Q2 2026, selling an estimated $67.4K and leaving 34,321 shares worth $11.2M. The position accounts for 0.6% of the portfolio, ranked #35.
Koshinski Asset Management first reported a position in JPM in Q4 2014 and has held it in 46 quarters since. The position peaked at $6.37B in Q4 2024. 5,110 funds tracked by Wall St. Rank hold JPM as of Q2 2026.
- Koshinski Asset Management held 34,321 shares of JPMorgan Chase worth $11.2M as of Q2 2026.
- Koshinski Asset Management sold 217 JPMorgan Chase shares in Q2 2026, an estimated $67.4K.
- JPMorgan Chase made up 0.6% of Koshinski Asset Management's portfolio in Q2 2026, its #35 holding.
- Koshinski Asset Management first reported a position in JPMorgan Chase in Q4 2014 and has held it in 46 quarters since.
- Koshinski Asset Management's JPMorgan Chase position peaked at $6.37B in Q4 2024.
- 5,110 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.
Based on Koshinski Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.