Melissa S. Kampmann’s JPMorgan Chase JPM Stock Holding History

Melissa S. Kampmann’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	$6.1M	Sell	18,640 -56	-0.3%	-$17.4K	4.61%	5
2026 Q1	$5.5M	Sell	18,696 -100	-0.5%	-$30.3K	4.41%	5
2025 Q4	$5.68M	Sell	18,796 -600	-3%	-$186K	4.2%	6
2025 Q3	$6.12M	Sell	19,396 -105	-0.5%	-$31.2K	4.46%	5
2025 Q2	$5.65M	Sell	19,501 -430	-2%	-$110K	4.25%	4
2025 Q1	$4.89M	Buy	19,931 +135	+0.7%	+$34.4K	3.86%	6
2024 Q4	$4.75M	Sell	19,796 -2,255	-10%	-$525K	3.73%	6
2024 Q3	$4.65M	Hold	22,051	–	–	3.29%	9
2024 Q2	$4.46M	Buy	22,051 +304	+1%	+$59.4K	3.26%	11
2024 Q1	$4.36M	Buy	21,747 +2,725	+14%	+$492K	3.13%	12
2023 Q4	$3.24M	Buy	19,022 +700	+4%	+$106K	2.77%	18
2023 Q3	$2.66M	Buy	+18,322	New	+$2.75M	2.56%	20

Other funds holding JPM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Melissa S. Kampmann's JPM Position: Q2 2026 in Review

Melissa S. Kampmann reduced its JPMorgan Chase (JPM) stake by 0.3% in Q2 2026, selling an estimated $17.4K and leaving 18,640 shares worth $6.1M. The position accounts for 4.61% of the portfolio, ranked #5.

Melissa S. Kampmann first reported a position in JPM in Q3 2023 and has held it in 12 quarters since. The position peaked at $6.12M in Q3 2025. 3,179 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Melissa S. Kampmann held 18,640 shares of JPMorgan Chase worth $6.1M as of Q2 2026.
Melissa S. Kampmann sold 56 JPMorgan Chase shares in Q2 2026, an estimated $17.4K.
JPMorgan Chase made up 4.61% of Melissa S. Kampmann's portfolio in Q2 2026, its #5 holding.
Melissa S. Kampmann first reported a position in JPMorgan Chase in Q3 2023 and has held it in 12 quarters since.
Melissa S. Kampmann's JPMorgan Chase position peaked at $6.12M in Q3 2025.
3,179 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Melissa S. Kampmann's 13F filing for Q2 2026, filed 29 Jul 2026.