NAM
JPM icon

NorthCrest Asset Manangement’s JPMorgan Chase JPM Stock Holding History

NorthCrest Asset Manangement’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 		$51.5M Buy
153,504
+4,876
+3% +$1.51M 1.32% 11
2026
Q1 		$43.8M Sell
148,628
-67,738
-31% -$20.6M 1.36% 9
2025
Q4 		$72.3M Buy
216,366
+1,143
+0.5% +$354K 1.61% 8
2025
Q3 		$66.2M Sell
215,223
-4,853
-2% -$1.44M 1.58% 9
2025
Q2 		$65.1M Buy
220,076
+1,173
+0.5% +$299K 1.75% 6
2025
Q1 		$53.7M Sell
218,903
-11,192
-5% -$2.85M 1.62% 6
2024
Q4 		$55.2M Sell
230,095
-1,077
-0.5% -$251K 1.65% 7
2024
Q3 		$48.7M Buy
231,172
+2,116
+0.9% +$446K 1.47% 8
2024
Q2 		$46.3M Buy
229,056
+3,697
+2% +$723K 1.54% 8
2024
Q1 		$45.1M Sell
225,359
-3,310
-1% -$597K 1.54% 7
2023
Q4 		$38.9M Sell
228,669
-41,190
-15% -$6.24M 1.47% 9
2023
Q3 		$39.1M Sell
269,859
-5,626
-2% -$843K 1.6% 5
2023
Q2 		$40.1M Sell
275,485
-513
-0.2% -$70.6K 1.59% 5
2023
Q1 		$36M Buy
275,998
+49,968
+22% +$6.85M 1.5% 5
2022
Q4 		$30.3M Sell
226,030
-12,771
-5% -$1.62M 1.72% 7
2022
Q3 		$25M Buy
238,801
+8,646
+4% +$992K 1.35% 9
2022
Q2 		$25.9M Buy
230,155
+23,345
+11% +$2.89M 1.33% 10
2022
Q1 		$28.2M Buy
206,810
+108,886
+111% +$16.1M 1.34% 11
2021
Q4 		$15.5M Buy
+97,924
New +$16.1M 0.85% 35

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

NorthCrest Asset Manangement's JPM Position: Q2 2026 in Review

NorthCrest Asset Manangement increased its JPMorgan Chase (JPM) stake by 3.3% in Q2 2026, buying an estimated $1.51M and bringing the position to 153,504 shares worth $51.5M. The position accounts for 1.32% of the portfolio, ranked #11.

NorthCrest Asset Manangement first reported a position in JPM in Q4 2021 and has held it in 19 quarters since. The position peaked at $72.3M in Q4 2025. 2,568 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • NorthCrest Asset Manangement held 153,504 shares of JPMorgan Chase worth $51.5M as of Q2 2026.
  • NorthCrest Asset Manangement bought 4,876 JPMorgan Chase shares in Q2 2026, an estimated $1.51M.
  • JPMorgan Chase made up 1.32% of NorthCrest Asset Manangement's portfolio in Q2 2026, its #11 holding.
  • NorthCrest Asset Manangement first reported a position in JPMorgan Chase in Q4 2021 and has held it in 19 quarters since.
  • NorthCrest Asset Manangement's JPMorgan Chase position peaked at $72.3M in Q4 2025.
  • 2,568 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on NorthCrest Asset Manangement's 13F filing for Q2 2026, filed 15 Jul 2026.