PAM
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Palisade Asset Management’s JPMorgan Chase JPM Stock Holding History

Palisade Asset 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 		$24.6M Sell
75,182
-315
-0.4% -$97.8K 2.27% 10
2026
Q1 		$22.2M Buy
75,497
+60
+0.1% +$18.2K 2.23% 10
2025
Q4 		$24.3M Sell
75,437
-3,002
-4% -$929K 2.37% 9
2025
Q3 		$24.7M Sell
78,439
-839
-1% -$250K 2.3% 10
2025
Q2 		$23M Sell
79,278
-1,605
-2% -$410K 2.29% 10
2025
Q1 		$19.8M Sell
80,883
-40
-0% -$10.2K 2.04% 12
2024
Q4 		$19.4M Sell
80,923
-308
-0.4% -$71.7K 1.97% 12
2024
Q3 		$17.1M Sell
81,231
-1,278
-2% -$269K 1.68% 16
2024
Q2 		$16.7M Sell
82,509
-778
-0.9% -$152K 1.73% 15
2024
Q1 		$16.7M Sell
83,287
-757
-0.9% -$137K 1.62% 19
2023
Q4 		$14.3M Buy
84,044
+243
+0.3% +$36.8K 1.57% 19
2023
Q3 		$12.2M Buy
83,801
+38
+0% +$5.7K 1.48% 20
2023
Q2 		$12.2M Buy
83,763
+277
+0.3% +$38.1K 1.41% 20
2023
Q1 		$10.9M Sell
83,486
-93
-0.1% -$12.7K 1.33% 22
2022
Q4 		$11.2M Sell
83,579
-328
-0.4% -$41.6K 1.28% 22
2022
Q3 		$8.77M Buy
83,907
+5,062
+6% +$581K 1.2% 27
2022
Q2 		$8.88M Buy
78,845
+3,185
+4% +$395K 1.14% 30
2022
Q1 		$10.3M Buy
75,660
+3,753
+5% +$554K 1.18% 30
2021
Q4 		$11.4M Buy
71,907
+1,413
+2% +$232K 1.27% 23
2021
Q3 		$11.5M Buy
70,494
+501
+0.7% +$78.5K 1.41% 23
2021
Q2 		$10.9M Buy
69,993
+293
+0.4% +$46K 1.28% 23
2021
Q1 		$10.6M Buy
69,700
+1,340
+2% +$193K 1.37% 23
2020
Q4 		$8.69M Buy
68,360
+21,822
+47% +$2.44M 1.18% 27
2020
Q3 		$4.48M Buy
46,538
+31,815
+216% +$3.12M 0.67% 52
2020
Q2 		$1.39M Buy
14,723
+4,266
+41% +$405K 0.22% 82
2020
Q1 		$941K Buy
10,457
+9
+0.1% +$1.09K 0.17% 91
2019
Q4 		$1.46M Buy
10,448
+323
+3% +$41.4K 0.21% 83
2019
Q3 		$1.19M Buy
10,125
+232
+2% +$26.2K 0.18% 88
2019
Q2 		$1.11M Hold
9,893
– – 0.17% 97
2019
Q1 		$1M Sell
9,893
-48
-0.5% -$4.95K 0.16% 101
2018
Q4 		$970K Hold
9,941
– – 0.14% 93
2018
Q3 		$1.12M Buy
9,941
+473
+5% +$53.7K 0.15% 92
2018
Q2 		$987K Hold
9,468
– – 0.14% 98
2018
Q1 		$1.04M Hold
9,468
– – 0.16% 97
2017
Q4 		$1.01M Hold
9,468
– – 0.16% 95
2017
Q3 		$904K Buy
9,468
+1,300
+16% +$120K 0.16% 88
2017
Q2 		$747K Buy
8,168
+100
+1% +$8.63K 0.15% 84
2017
Q1 		$709K Hold
8,068
– – 0.13% 85
2016
Q4 		$696K Sell
8,068
-1,400
-15% -$107K 0.13% 85
2016
Q3 		$630K Sell
9,468
-100
-1% -$6.52K 0.12% 93
2016
Q2 		$595K Buy
9,568
+200
+2% +$12.5K 0.11% 94
2016
Q1 		$555K Buy
9,368
+1,300
+16% +$75.9K 0.11% 97
2015
Q4 		$533K Sell
8,068
-1,302
-14% -$84.8K 0.11% 96
2015
Q3 		$571K Sell
9,370
-1,266
-12% -$82.9K 0.13% 96
2015
Q2 		$721K Hold
10,636
– – 0.14% 93
2015
Q1 		$644K Buy
10,636
+1,300
+14% +$77K 0.13% 95
2014
Q4 		$584K Sell
9,336
-27
-0.3% -$1.63K 0.11% 93
2014
Q3 		$564K Sell
9,363
-5
-0.1% -$292 0.12% 92
2014
Q2 		$540K Buy
9,368
+100
+1% +$5.62K 0.11% 93
2014
Q1 		$563K Buy
9,268
+325
+4% +$18.8K 0.12% 92
2013
Q4 		$523K Buy
8,943
+221
+3% +$12.1K 0.12% 94
2013
Q3 		$451K Sell
8,722
-2,111
-19% -$113K 0.11% 90
2013
Q2 		$572K Buy
+10,833
New +$551K 0.14% 85

Other funds holding JPM

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Palisade Asset Management's JPM Position: Q2 2026 in Review

Palisade Asset Management reduced its JPMorgan Chase (JPM) stake by 0.42% in Q2 2026, selling an estimated $97.8K and leaving 75,182 shares worth $24.6M. The position accounts for 2.27% of the portfolio, ranked #10.

Palisade Asset Management first reported a position in JPM in Q2 2013 and has held it in 53 quarters since. The position peaked at $24.7M in Q3 2025. 2,843 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Palisade Asset Management held 75,182 shares of JPMorgan Chase worth $24.6M as of Q2 2026.
  • Palisade Asset Management sold 315 JPMorgan Chase shares in Q2 2026, an estimated $97.8K.
  • JPMorgan Chase made up 2.27% of Palisade Asset Management's portfolio in Q2 2026, its #10 holding.
  • Palisade Asset Management first reported a position in JPMorgan Chase in Q2 2013 and has held it in 53 quarters since.
  • Palisade Asset Management's JPMorgan Chase position peaked at $24.7M in Q3 2025.
  • 2,843 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Palisade Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.