Montchanin Asset Management’s JPMorgan Chase JPM Stock Holding History

Montchanin Asset 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	$6.86M	Sell	20,945 -2,002	-9%	-$622K	6.99%	3
2026 Q1	$6.75M	Buy	+22,947	New	+$6.96M	7.18%	4
2024 Q4	$6.31M	Sell	26,317 -1,350	-5%	-$314K	6.12%	5
2024 Q3	$5.83M	Buy	27,667 +695	+3%	+$146K	5.38%	5
2024 Q2	$5.46M	Buy	26,972 +100	+0.4%	+$19.6K	5.15%	5
2024 Q1	$5.38M	Buy	+26,872	New	+$4.85M	5.28%	5
2023 Q2	$3.88M	Hold	26,667	–	–	4.42%	5
2023 Q1	$3.48M	Sell	26,667 -1,264	-5%	-$173K	4.4%	7
2022 Q4	$3.75M	Sell	27,931 -515	-2%	-$65.3K	5.12%	6
2022 Q3	$2.97M	Buy	28,446 +275	+1%	+$31.6K	4.21%	7
2022 Q2	$3.17M	Buy	+28,171	New	+$3.49M	4.39%	7

Other funds holding JPM

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

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Montchanin Asset Management's JPM Position: Q2 2026 in Review

Montchanin Asset Management reduced its JPMorgan Chase (JPM) stake by 8.7% in Q2 2026, selling an estimated $622K and leaving 20,945 shares worth $6.86M. The position accounts for 6.99% of the portfolio, ranked #3.

Montchanin Asset Management first reported a position in JPM in Q2 2022 and has held it in 11 quarters since. 2,348 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Montchanin Asset Management held 20,945 shares of JPMorgan Chase worth $6.86M as of Q2 2026.
Montchanin Asset Management sold 2,002 JPMorgan Chase shares in Q2 2026, an estimated $622K.
JPMorgan Chase made up 6.99% of Montchanin Asset Management's portfolio in Q2 2026, its #3 holding.
Montchanin Asset Management first reported a position in JPMorgan Chase in Q2 2022 and has held it in 11 quarters since.
2,348 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Montchanin Asset Management's 13F filing for Q2 2026, filed 30 Jul 2026.