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QV Investors’s JPMorgan Chase JPM Stock Holding History

QV Investors’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 		$4.01M Sell
12,245
-400
-3% -$124K 0.31% 54
2026
Q1 		$3.72M Sell
12,645
-250
-2% -$75.9K 0.3% 54
2025
Q4 		$4.16M Sell
12,895
-1,070
-8% -$331K 0.34% 49
2025
Q3 		$4.41M Sell
13,965
-6,870
-33% -$2.04M 0.38% 48
2025
Q2 		$6.04M Buy
20,835
+140
+0.7% +$35.7K 0.59% 40
2025
Q1 		$5.08M Sell
20,695
-5,070
-20% -$1.29M 0.51% 42
2024
Q4 		$6.18M Sell
25,765
-3,835
-13% -$893K 0.64% 42
2024
Q3 		$6.24M Buy
29,600
+170
+0.6% +$35.8K 0.55% 44
2024
Q2 		$5.95M Sell
29,430
-5,880
-17% -$1.15M 0.56% 48
2024
Q1 		$7.07M Sell
35,310
-8,130
-19% -$1.47M 0.61% 45
2023
Q4 		$7.39M Sell
43,440
-1,210
-3% -$183K 0.67% 43
2023
Q3 		$6.47M Sell
44,650
-1,010
-2% -$151K 0.67% 44
2023
Q2 		$6.64M Sell
45,660
-2,220
-5% -$305K 0.6% 51
2023
Q1 		$6.24M Sell
47,880
-2,580
-5% -$353K 0.58% 49
2022
Q4 		$6.77M Buy
50,460
+9,460
+23% +$1.2M 0.65% 48
2022
Q3 		$4.29M Sell
41,000
-1,440
-3% -$165K 0.41% 52
2022
Q2 		$4.78M Sell
42,440
-5,470
-11% -$678K 0.44% 53
2022
Q1 		$6.53M Sell
47,910
-6,780
-12% -$1M 0.46% 49
2021
Q4 		$8.66M Sell
54,690
-4,500
-8% -$739K 0.6% 41
2021
Q3 		$9.69M Hold
59,190
– – 0.73% 39
2021
Q2 		$9.21M Sell
59,190
-15,520
-21% -$2.44M 0.56% 42
2021
Q1 		$11.4M Sell
74,710
-11,310
-13% -$1.63M 0.7% 41
2020
Q4 		$10.9M Sell
86,020
-9,310
-10% -$1.04M 0.72% 38
2020
Q3 		$9.18M Sell
95,330
-1,640
-2% -$161K 0.62% 41
2020
Q2 		$9.12M Buy
96,970
+10,878
+13% +$1.03M 0.61% 46
2020
Q1 		$7.75M Sell
86,092
-16,118
-16% -$1.96M 0.66% 36
2019
Q4 		$14.2M Sell
102,210
-670
-0.7% -$85.9K 0.6% 39
2019
Q3 		$12.1M Sell
102,880
-55,260
-35% -$6.25M 0.36% 41
2019
Q2 		$17.7M Buy
158,140
+157,095
+15,033% +$17.3M 0.56% 32
2019
Q1 		$105K Sell
1,045
-270
-21% -$27.8K ﹤0.01% 42
2018
Q4 		$128K Buy
1,315
+110
+9% +$11.7K ﹤0.01% 40
2018
Q3 		$135K Hold
1,205
– – ﹤0.01% 45
2018
Q2 		$125K Sell
1,205
-170
-12% -$18.6K ﹤0.01% 47
2018
Q1 		$151K Buy
1,375
+290
+27% +$32.8K ﹤0.01% 49
2017
Q4 		$116K Buy
1,085
+90
+9% +$9.11K ﹤0.01% 50
2017
Q3 		$95K Sell
995
-22,980
-96% -$2.12M ﹤0.01% 49
2017
Q2 		$2.19M Buy
23,975
+340
+1% +$29.3K 0.05% 52
2017
Q1 		$2.08M Buy
23,635
+367
+2% +$32.4K 0.21% 33
2016
Q4 		$2.01M Sell
23,268
-6,090
-21% -$464K 0.22% 32
2016
Q3 		$1.96M Buy
29,358
+18
+0.1% +$1.17K 0.24% 32
2016
Q2 		$1.82M Hold
29,340
– – 0.23% 30
2016
Q1 		$1.74M Hold
29,340
– – 0.23% 30
2015
Q4 		$1.94M Sell
29,340
-2,350
-7% -$153K 0.26% 31
2015
Q3 		$1.93M Hold
31,690
– – 0.23% 30
2015
Q2 		$2.15M Hold
31,690
– – 0.24% 30
2015
Q1 		$1.92M Hold
31,690
– – 0.22% 30
2014
Q4 		$1.98M Buy
31,690
+900
+3% +$54.2K 0.25% 28
2014
Q3 		$1.85M Buy
30,790
+840
+3% +$49.1K 0.24% 27
2014
Q2 		$1.73M Buy
+29,950
New +$1.68M 0.24% 26
2013
Q4 		$3.11M Buy
+53,225
New +$2.92M 0.58% 20

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
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
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

QV Investors's JPM Position: Q2 2026 in Review

QV Investors reduced its JPMorgan Chase (JPM) stake by 3.2% in Q2 2026, selling an estimated $124K and leaving 12,245 shares worth $4.01M. The position accounts for 0.31% of the portfolio, ranked #54.

QV Investors first reported a position in JPM in Q4 2013 and has held it in 50 quarters since. The position peaked at $17.7M in Q2 2019. 1,787 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • QV Investors held 12,245 shares of JPMorgan Chase worth $4.01M as of Q2 2026.
  • QV Investors sold 400 JPMorgan Chase shares in Q2 2026, an estimated $124K.
  • JPMorgan Chase made up 0.31% of QV Investors's portfolio in Q2 2026, its #54 holding.
  • QV Investors first reported a position in JPMorgan Chase in Q4 2013 and has held it in 50 quarters since.
  • QV Investors's JPMorgan Chase position peaked at $17.7M in Q2 2019.
  • 1,787 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on QV Investors's 13F filing for Q2 2026, filed 21 Jul 2026.