Neumann Capital Management’s JPMorgan Chase JPM Stock Holding History

Neumann 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	–	Sell	-9,786	Closed	-$2.88M	–	81
2026 Q1	$2.88M	Sell	9,786 -510	-5%	-$155K	0.85%	33
2025 Q4	$3.32M	Sell	10,296 -50	-0.5%	-$15.5K	0.96%	26
2025 Q3	$3.26M	Sell	10,346 -1,184	-10%	-$352K	0.95%	25
2025 Q2	$3.34M	Sell	11,530 -650	-5%	-$166K	1.05%	25
2025 Q1	$2.99M	Sell	12,180 -340	-3%	-$86.7K	1.03%	25
2024 Q4	$3M	Sell	12,520 -152	-1%	-$35.4K	1%	25
2024 Q3	$2.67M	Sell	12,672 -1,000	-7%	-$211K	0.89%	30
2024 Q2	$2.77M	Hold	13,672	–	–	0.95%	27
2024 Q1	$2.74M	Buy	13,672 +800	+6%	+$144K	0.98%	28
2023 Q4	$2.19M	Sell	12,872 -23	-0.2%	-$3.49K	0.87%	32
2023 Q3	$1.87M	Hold	12,895	–	–	0.82%	38
2023 Q2	$1.88M	Sell	12,895 -304	-2%	-$41.8K	0.78%	35
2023 Q1	$1.72M	Sell	13,199 -500	-4%	-$68.5K	0.76%	40
2022 Q4	$1.84M	Sell	13,699 -200	-1%	-$25.3K	0.86%	37
2022 Q3	$1.45M	Sell	13,899 -286	-2%	-$32.8K	0.75%	41
2022 Q2	$1.6M	Hold	14,185	–	–	0.81%	37
2022 Q1	$1.93M	Sell	14,185 -200	-1%	-$29.5K	0.82%	38
2021 Q4	$2.28M	Sell	14,385 -300	-2%	-$49.3K	0.93%	32
2021 Q3	$2.4M	Sell	14,685 -400	-3%	-$62.7K	1.08%	29
2021 Q2	$2.35M	Sell	15,085 -600	-4%	-$94.2K	1.05%	31
2021 Q1	$2.39M	Hold	15,685	–	–	1.14%	28
2020 Q4	$1.99M	Hold	15,685	–	–	1.01%	30
2020 Q3	$1.51M	Buy	15,685 +45	+0.3%	+$4.42K	0.87%	37
2020 Q2	$1.47M	Hold	15,640	–	–	0.9%	36
2020 Q1	$1.41M	Sell	15,640 -550	-3%	-$66.8K	1.02%	30
2019 Q4	$2.26M	Sell	16,190 -620	-4%	-$79.5K	1.31%	24
2019 Q3	$1.98M	Hold	16,810	–	–	1.22%	26
2019 Q2	$1.88M	Buy	16,810 +745	+5%	+$82.1K	1.17%	28
2019 Q1	$1.63M	Sell	16,065 -1,024	-6%	-$105K	1.04%	31
2018 Q4	$1.67M	Sell	17,089 -3,800	-18%	-$405K	1.26%	28
2018 Q3	$2.36M	Sell	20,889 -960	-4%	-$109K	1.39%	24
2018 Q2	$2.28M	Sell	21,849 -400	-2%	-$43.9K	1.43%	23
2018 Q1	$2.45M	Buy	22,249 +888	+4%	+$101K	1.56%	21
2017 Q4	$2.28M	Hold	21,361	–	–	1.4%	26
2017 Q3	$2.04M	Sell	21,361 -450	-2%	-$41.5K	1.26%	31
2017 Q2	$1.99M	Buy	21,811 +80	+0.4%	+$6.9K	1.28%	27
2017 Q1	$1.91M	Sell	21,731 -5,000	-19%	-$441K	1.24%	29
2016 Q4	$2.31M	Sell	26,731 -1,300	-5%	-$99.1K	1.49%	24
2016 Q3	$1.87M	Hold	28,031	–	–	1.24%	27
2016 Q2	$1.74M	Sell	28,031 -500	-2%	-$31.2K	1.16%	28
2016 Q1	$1.69M	Hold	28,531	–	–	1.11%	30
2015 Q4	$1.88M	Hold	28,531	–	–	1.31%	25
2015 Q3	$1.74M	Hold	28,531	–	–	1.23%	29
2015 Q2	$1.93M	Hold	28,531	–	–	1.23%	25
2015 Q1	$1.73M	Hold	28,531	–	–	1.1%	32
2014 Q4	$1.79M	Buy	+28,531	New	+$1.72M	1.16%	29

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

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

Neumann Capital Management sold out of JPMorgan Chase (JPM) in Q2 2026, closing a stake of 9,786 shares — an estimated $2.88M sold.

Neumann Capital Management first reported a position in JPM in Q4 2014 and held it in 46 quarters. The position peaked at $3.34M in Q2 2025. 3,239 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Neumann Capital Management reported no remaining JPMorgan Chase position as of Q2 2026 after selling out during the quarter.
Neumann Capital Management sold 9,786 JPMorgan Chase shares in Q2 2026, an estimated $2.88M.
Neumann Capital Management first reported a position in JPMorgan Chase in Q4 2014 and held it in 46 quarters.
Neumann Capital Management's JPMorgan Chase position peaked at $3.34M in Q2 2025.
3,239 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

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