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Newman Dignan & Sheerar Inc’s JPMorgan Chase JPM Stock Holding History

Newman Dignan & Sheerar Inc’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 		$5.9M Sell
18,024
-245
-1% -$76.1K 1.13% 24
2026
Q1 		$5.37M Sell
18,269
-1,011
-5% -$307K 1.13% 22
2025
Q4 		$6.21M Sell
19,280
-125
-0.6% -$38.7K 1.29% 21
2025
Q3 		$6.12M Sell
19,405
-994
-5% -$296K 1.32% 19
2025
Q2 		$5.91M Sell
20,399
-1,590
-7% -$406K 1.36% 19
2025
Q1 		$5.39M Sell
21,989
-929
-4% -$237K 1.47% 16
2024
Q4 		$5.49M Sell
22,918
-643
-3% -$150K 1.41% 19
2024
Q3 		$5.31M Sell
23,561
-588
-2% -$124K 1.27% 20
2024
Q2 		$4.88M Sell
24,149
-478
-2% -$93.5K 1.26% 22
2024
Q1 		$4.93M Sell
24,627
-576
-2% -$104K 1.32% 21
2023
Q4 		$4.29M Buy
25,203
+1,114
+5% +$169K 1.29% 19
2023
Q3 		$3.49M Sell
24,089
-379
-2% -$56.8K 1.15% 24
2023
Q2 		$3.56M Sell
24,468
-301
-1% -$41.4K 1.1% 24
2023
Q1 		$3.23M Sell
24,769
-12
-0% -$1.64K 1.04% 24
2022
Q4 		$3.32M Buy
24,781
+23
+0.1% +$2.91K 1.1% 23
2022
Q3 		$2.59K Buy
24,758
+461
+2% +$52.9K 0.41% 33
2022
Q2 		$2.74M Buy
24,297
+168
+0.7% +$20.8K 0.93% 28
2022
Q1 		$3.29K Buy
24,129
+945
+4% +$139K 0.63% 25
2021
Q4 		$3.67M Buy
23,184
+210
+0.9% +$34.5K 1.11% 21
2021
Q3 		$3.76M Buy
22,974
+72
+0.3% +$11.3K 1.09% 16
2021
Q2 		$3.56M Sell
22,902
-239
-1% -$37.5K 1.2% 18
2021
Q1 		$3.52M Sell
23,141
-924
-4% -$133K 1.28% 19
2020
Q4 		$3.06K Buy
24,065
+34
+0.1% +$3.8K 0.49% 20
2020
Q3 		$2.31M Buy
24,031
+415
+2% +$40.8K 0.97% 28
2020
Q2 		$2.29M Buy
+23,616
New +$2.24M 0.99% 30
2020
Q1 		– Sell
-23,776
Closed -$3.31K – 148
2019
Q4 		$3.31K Sell
23,776
-118
-0.5% -$15.1K 0.35% 22
2019
Q3 		$2.81M Sell
23,894
-568
-2% -$64.2K 1.32% 20
2019
Q2 		$2.73K Buy
24,462
+326
+1% +$35.9K 0.07% 20
2019
Q1 		$2.44M Buy
24,136
+33
+0.1% +$3.4K 0.98% 25
2018
Q4 		$2.35K Buy
24,103
+876
+4% +$93.3K 0.2% 28
2018
Q3 		$2.66M Buy
23,227
+203
+0.9% +$23K 1.17% 22
2018
Q2 		$2.4K Buy
23,024
+450
+2% +$49.4K 0.16% 21
2018
Q1 		$2.49M Buy
22,574
+1,113
+5% +$126K 1.26% 20
2017
Q4 		$2.29M Sell
21,461
-244
-1% -$24.7K 1.15% 21
2017
Q3 		$2.07M Buy
21,705
+55
+0.3% +$5.07K 1.11% 23
2017
Q2 		$1.98M Buy
21,650
+1,045
+5% +$90.2K 1.1% 23
2017
Q1 		$1.81K Sell
20,605
-1,315
-6% -$116K 0.8% 32
2016
Q4 		$1.89M Sell
21,920
-576
-3% -$43.9K 1.15% 25
2016
Q3 		$1.5M Sell
22,496
-221
-1% -$14.4K 0.94% 30
2016
Q2 		$1.41M Buy
22,717
+818
+4% +$51.1K 0.88% 31
2016
Q1 		$1.3M Buy
21,899
+158
+0.7% +$9.23K 0.94% 32
2015
Q4 		$1.44M Buy
21,741
+472
+2% +$30.7K 1.01% 27
2015
Q3 		$1.3M Buy
21,269
+2,953
+16% +$193K 0.83% 27
2015
Q2 		$1.24M Buy
18,316
+523
+3% +$34.1K 0.89% 33
2015
Q1 		$1.08M Sell
17,793
-823
-4% -$48.7K 0.77% 40
2014
Q4 		$1.17K Buy
18,616
+163
+0.9% +$9.81K 0.7% 37
2014
Q3 		$1.11M Buy
18,453
+200
+1% +$11.7K 0.84% 38
2014
Q2 		$1.05K Sell
18,253
-3,516
-16% -$198K 0.6% 48
2014
Q1 		$1.32M Buy
21,769
+103
+0.5% +$5.95K 0.94% 31
2013
Q4 		$1.27K Sell
21,666
-3,415
-14% -$187K 0.06% 33
2013
Q3 		$1.3M Sell
25,081
-3,372
-12% -$181K 1.01% 25
2013
Q2 		$150 Buy
+28,453
New +$1.45M 0.01% 130

Other funds holding JPM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Newman Dignan & Sheerar Inc's JPM Position: Q2 2026 in Review

Newman Dignan & Sheerar Inc reduced its JPMorgan Chase (JPM) stake by 1.3% in Q2 2026, selling an estimated $76.1K and leaving 18,024 shares worth $5.9M. The position accounts for 1.13% of the portfolio, ranked #24.

Newman Dignan & Sheerar Inc first reported a position in JPM in Q2 2013 and has held it in 52 quarters since. The position peaked at $6.21M in Q4 2025. 2,568 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Newman Dignan & Sheerar Inc held 18,024 shares of JPMorgan Chase worth $5.9M as of Q2 2026.
  • Newman Dignan & Sheerar Inc sold 245 JPMorgan Chase shares in Q2 2026, an estimated $76.1K.
  • JPMorgan Chase made up 1.13% of Newman Dignan & Sheerar Inc's portfolio in Q2 2026, its #24 holding.
  • Newman Dignan & Sheerar Inc first reported a position in JPMorgan Chase in Q2 2013 and has held it in 52 quarters since.
  • Newman Dignan & Sheerar Inc's JPMorgan Chase position peaked at $6.21M in Q4 2025.
  • 2,568 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Newman Dignan & Sheerar Inc's 13F filing for Q2 2026, filed 14 Jul 2026.