Montrusco Bolton Investments’s JPMorgan Chase JPM Stock Holding History

Montrusco Bolton Investments’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	$303M	Sell	924,638 -321,542	-26%	-$99.9M	4.69%	5
2026 Q1	$356M	Buy	1,246,180 +240,754	+24%	+$73.1M	5.39%	5
2025 Q4	$313M	Sell	1,005,426 -364,098	-27%	-$113M	3.9%	7
2025 Q3	$419M	Sell	1,369,524 -345,540	-20%	-$103M	4.87%	5
2025 Q2	$486M	Buy	+1,715,064	New	+$438M	5.39%	5
2017 Q2	–	Sell	-3,447	Closed	-$303K	–	93
2017 Q1	$303K	Buy	+3,447	New	+$304K	0.02%	70
2015 Q4	–	Sell	-3,280	Closed	-$200K	–	80
2015 Q3	$200K	Buy	+3,280	New	+$215K	0.02%	70
2015 Q2	–	Sell	-6,970	Closed	-$422K	–	85
2015 Q1	$422K	Buy	+6,970	New	+$413K	0.03%	77
2013 Q3	–	Sell	-18,400	Closed	-$971K	–	92
2013 Q2	$971K	Buy	+18,400	New	+$935K	0.08%	69

Other funds holding JPM

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 22.94% 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

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

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

Montrusco Bolton Investments's JPM Position: Q2 2026 in Review

Montrusco Bolton Investments reduced its JPMorgan Chase (JPM) stake by 26% in Q2 2026, selling an estimated $99.9M and leaving 924,638 shares worth $303M. The position accounts for 4.69% of the portfolio, ranked #5.

Montrusco Bolton Investments first reported a position in JPM in Q2 2013 and has held it in 9 quarters since. The position peaked at $486M in Q2 2025. 2,843 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Montrusco Bolton Investments held 924,638 shares of JPMorgan Chase worth $303M as of Q2 2026.
Montrusco Bolton Investments sold 321,542 JPMorgan Chase shares in Q2 2026, an estimated $99.9M.
JPMorgan Chase made up 4.69% of Montrusco Bolton Investments's portfolio in Q2 2026, its #5 holding.
Montrusco Bolton Investments first reported a position in JPMorgan Chase in Q2 2013 and has held it in 9 quarters since.
Montrusco Bolton Investments's JPMorgan Chase position peaked at $486M in Q2 2025.
2,843 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Montrusco Bolton Investments's 13F filing for Q2 2026, filed 21 Jul 2026.