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Narwhal Capital Management’s JPMorgan Chase JPM Stock Holding History

Narwhal 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 		$42.4M Sell
129,578
-231
-0.2% -$71.7K 2.93% 8
2026
Q1 		$38.2M Sell
129,809
-194
-0.1% -$58.9K 2.82% 8
2025
Q4 		$41.9M Buy
130,003
+1,819
+1% +$563K 3.04% 8
2025
Q3 		$40.4M Buy
128,184
+1,690
+1% +$503K 2.99% 9
2025
Q2 		$36.7M Sell
126,494
-4,091
-3% -$1.04M 2.95% 9
2025
Q1 		$32M Buy
130,585
+4,815
+4% +$1.23M 2.85% 8
2024
Q4 		$30.1M Sell
125,770
-7,848
-6% -$1.83M 2.66% 9
2024
Q3 		$28.2M Buy
133,618
+3,240
+2% +$682K 2.53% 10
2024
Q2 		$26.4M Sell
130,378
-7,598
-6% -$1.49M 2.49% 9
2024
Q1 		$27.6M Buy
137,976
+9,140
+7% +$1.65M 2.71% 9
2023
Q4 		$21.9M Buy
128,836
+4,063
+3% +$616K 2.39% 9
2023
Q3 		$18.1M Sell
124,773
-1,396
-1% -$209K 2.21% 10
2023
Q2 		$18.4M Sell
126,169
-5,070
-4% -$697K 2.16% 10
2023
Q1 		$17.1M Sell
131,239
-9,194
-7% -$1.26M 2.14% 9
2022
Q4 		$18.8M Buy
140,433
+2,152
+2% +$273K 2.5% 8
2022
Q3 		$14.4M Sell
138,281
-2,462
-2% -$283K 2.09% 9
2022
Q2 		$15.8M Sell
140,743
-902
-0.6% -$112K 2.17% 9
2022
Q1 		$19.3M Buy
141,645
+2,041
+1% +$301K 2.26% 9
2021
Q4 		$22.1M Sell
139,604
-692
-0.5% -$114K 2.52% 9
2021
Q3 		$23M Buy
140,296
+647
+0.5% +$101K 2.9% 7
2021
Q2 		$21.7M Buy
139,649
+692
+0.5% +$109K 2.74% 7
2021
Q1 		$21.2M Sell
138,957
-7,972
-5% -$1.15M 2.86% 7
2020
Q4 		$18.7M Buy
146,929
+6,302
+4% +$704K 2.65% 8
2020
Q3 		$13.5M Buy
140,627
+20,629
+17% +$2.03M 2.18% 8
2020
Q2 		$11.3M Buy
119,998
+20,316
+20% +$1.93M 1.96% 11
2020
Q1 		$8.97M Buy
99,682
+2,629
+3% +$319K 1.93% 13
2019
Q4 		$13.5M Buy
97,053
+201
+0.2% +$25.8K 2.48% 7
2019
Q3 		$11.4M Sell
96,852
-3,363
-3% -$380K 2.29% 7
2019
Q2 		$11.2M Buy
100,215
+2,272
+2% +$251K 2.32% 6
2019
Q1 		$9.91M Buy
97,943
+159
+0.2% +$16.4K 2.16% 6
2018
Q4 		$9.55M Hold
97,784
– – 2.37% 6
2018
Q3 		$11M Buy
97,784
+50
+0.1% +$5.68K 2.43% 6
2018
Q2 		$10.2M Buy
97,734
+500
+0.5% +$54.9K 2.37% 5
2018
Q1 		$10.7M Sell
97,234
-225
-0.2% -$25.5K 2.48% 5
2017
Q4 		$10.4M Buy
97,459
+4,285
+5% +$434K 2.4% 5
2017
Q3 		$8.9M Sell
93,174
-1,550
-2% -$143K 2.21% 5
2017
Q2 		$8.66M Buy
94,724
+2,249
+2% +$194K 2.24% 5
2017
Q1 		$8.12M Sell
92,475
-20
-0% -$1.76K 2.26% 5
2016
Q4 		$7.98M Sell
92,495
-200
-0.2% -$15.3K 2.4% 4
2016
Q3 		$6.17M Buy
92,695
+4,980
+6% +$325K 1.93% 7
2016
Q2 		$5.45M Hold
87,715
– – 1.71% 8
2016
Q1 		$5.19M Buy
87,715
+2,250
+3% +$131K 1.7% 8
2015
Q4 		$5.64M Sell
85,465
-600
-0.7% -$39.1K 1.96% 7
2015
Q3 		$5.25M Hold
86,065
– – 1.96% 6
2015
Q2 		$5.83M Buy
86,065
+1,565
+2% +$102K 2.12% 5
2015
Q1 		$5.12M Buy
84,500
+550
+0.7% +$32.6K 1.87% 6
2014
Q4 		$5.25M Buy
83,950
+276
+0.3% +$16.6K 2.03% 6
2014
Q3 		$5.04M Hold
83,674
– – 2.02% 5
2014
Q2 		$4.82M Sell
83,674
-100
-0.1% -$5.62K 1.84% 6
2014
Q1 		$5.09M Sell
83,774
-6,350
-7% -$367K 2.11% 4
2013
Q4 		$5.27M Sell
90,124
-325
-0.4% -$17.8K 2.17% 4
2013
Q3 		$4.67M Sell
90,449
-2,675
-3% -$143K 2.24% 3
2013
Q2 		$4.92M Buy
+93,124
New +$4.73M 2.37% 2

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

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

Narwhal Capital Management reduced its JPMorgan Chase (JPM) stake by 0.18% in Q2 2026, selling an estimated $71.7K and leaving 129,578 shares worth $42.4M. The position accounts for 2.93% of the portfolio, ranked #8.

Narwhal Capital Management first reported a position in JPM in Q2 2013 and has held it in 53 quarters since. 1,772 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Narwhal Capital Management held 129,578 shares of JPMorgan Chase worth $42.4M as of Q2 2026.
  • Narwhal Capital Management sold 231 JPMorgan Chase shares in Q2 2026, an estimated $71.7K.
  • JPMorgan Chase made up 2.93% of Narwhal Capital Management's portfolio in Q2 2026, its #8 holding.
  • Narwhal Capital Management first reported a position in JPMorgan Chase in Q2 2013 and has held it in 53 quarters since.
  • 1,772 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Narwhal Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.