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Liberty Capital Management’s JPMorgan Chase JPM Stock Holding History

Liberty 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 		$8.85M Buy
+27,048
New +$8.4M 1.52% 17
2025
Q4 		$8.57M Buy
26,590
+150
+0.6% +$46.4K 1.6% 17
2025
Q3 		$8.34M Buy
26,440
+43
+0.2% +$12.8K 1.57% 17
2025
Q2 		$7.65M Buy
26,397
+138
+0.5% +$35.2K 1.54% 17
2025
Q1 		$6.44M Buy
26,259
+495
+2% +$126K 1.43% 21
2024
Q4 		$6.18M Buy
25,764
+69
+0.3% +$16.1K 1.37% 20
2024
Q3 		$5.42M Sell
25,695
-78
-0.3% -$16.4K 1.2% 26
2024
Q2 		$5.21M Buy
25,773
+338
+1% +$66.1K 1.24% 24
2024
Q1 		$5.09M Buy
25,435
+86
+0.3% +$15.5K 1.26% 23
2023
Q4 		$4.31M Sell
25,349
-311
-1% -$47.1K 1.13% 31
2023
Q3 		$3.72M Buy
25,660
+302
+1% +$45.3K 1.1% 30
2023
Q2 		$3.69M Buy
25,358
+234
+0.9% +$32.2K 1.11% 31
2023
Q1 		$3.27M Buy
25,124
+18
+0.1% +$2.47K 1.08% 33
2022
Q4 		$3.37M Buy
25,106
+2,404
+11% +$305K 1.17% 29
2022
Q3 		$2.37M Sell
22,702
-90
-0.4% -$10.3K 0.89% 38
2022
Q2 		$2.57M Buy
22,792
+165
+0.7% +$20.4K 0.91% 38
2022
Q1 		$3.08M Sell
22,627
-40
-0.2% -$5.9K 0.9% 35
2021
Q4 		$3.59M Sell
22,667
-805
-3% -$132K 0.97% 32
2021
Q3 		$3.84M Buy
23,472
+606
+3% +$95K 1.13% 30
2021
Q2 		$3.56M Sell
22,866
-299
-1% -$47K 1.08% 32
2021
Q1 		$3.53M Buy
23,165
+2,102
+10% +$302K 1.22% 27
2020
Q4 		$2.68M Buy
+21,063
New +$2.35M 0.97% 37
2020
Q2 		$1.86M Buy
19,825
+1,213
+7% +$115K 0.81% 40
2020
Q1 		$1.68M Buy
18,612
+739
+4% +$89.8K 0.87% 38
2019
Q4 		$2.49M Buy
17,873
+87
+0.5% +$11.2K 1.03% 37
2019
Q3 		$2.09M Buy
17,786
+426
+2% +$48.2K 0.92% 40
2019
Q2 		$1.94M Sell
17,360
-31
-0.2% -$3.42K 0.87% 42
2019
Q1 		$1.76M Buy
17,391
+2,357
+16% +$243K 0.89% 41
2018
Q4 		$1.47M Sell
15,034
-93
-0.6% -$9.91K 0.9% 40
2018
Q3 		$1.71M Buy
15,127
+372
+3% +$42.2K 0.89% 42
2018
Q2 		$1.54M Buy
14,755
+285
+2% +$31.3K 0.9% 40
2018
Q1 		$1.59M Buy
14,470
+306
+2% +$34.6K 0.96% 38
2017
Q4 		$1.6M Buy
14,164
+768
+6% +$77.8K 0.84% 44
2017
Q3 		$1.33M Buy
13,396
+685
+5% +$63.2K 0.73% 46
2017
Q2 		$1.18M Buy
12,711
+2,413
+23% +$208K 0.72% 47
2017
Q1 		$905K Buy
10,298
+2,703
+36% +$238K 0.54% 58
2016
Q4 		$638K Sell
7,595
-497
-6% -$37.9K 0.41% 64
2016
Q3 		$539K Sell
8,092
-3,331
-29% -$217K 0.35% 68
2016
Q2 		$710K Buy
11,423
+2,831
+33% +$177K 0.48% 61
2016
Q1 		$509K Sell
8,592
-405
-5% -$23.7K 0.38% 63
2015
Q4 		$594K Sell
8,997
-406
-4% -$26.4K 0.45% 64
2015
Q3 		$573K Sell
9,403
-400
-4% -$26.2K 0.45% 65
2015
Q2 		$664K Hold
9,803
– – 0.45% 67
2015
Q1 		$594K Hold
9,803
– – 0.4% 72
2014
Q4 		$613K Hold
9,803
– – 0.43% 69
2014
Q3 		$591K Sell
9,803
-100
-1% -$5.85K 0.43% 71
2014
Q2 		$571K Sell
9,903
-100
-1% -$5.62K 0.4% 72
2014
Q1 		$607K Hold
10,003
– – 0.45% 69
2013
Q4 		$585K Sell
10,003
-1,005
-9% -$55.1K 0.42% 70
2013
Q3 		$569K Sell
11,008
-96
-0.9% -$5.15K 0.45% 68
2013
Q2 		$586K Buy
+11,104
New +$565K 0.5% 65

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

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

Liberty Capital Management opened a new position in JPMorgan Chase (JPM) in Q2 2026: 27,048 shares worth $8.85M. The stake represents 1.52% of the portfolio and ranks #17 among its holdings. This is a return to the name: Liberty Capital Management previously reported a position in JPM as recently as Q4 2025.

Liberty Capital Management first reported a position in JPM in Q2 2013 and has held it in 51 quarters since. 2,568 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Liberty Capital Management held 27,048 shares of JPMorgan Chase worth $8.85M as of Q2 2026.
  • JPMorgan Chase was a new Liberty Capital Management position in Q2 2026.
  • JPMorgan Chase made up 1.52% of Liberty Capital Management's portfolio in Q2 2026, its #17 holding.
  • Liberty Capital Management first reported a position in JPMorgan Chase in Q2 2013 and has held it in 51 quarters since.
  • 2,568 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Liberty Capital Management's 13F filing for Q2 2026, filed 17 Jul 2026.