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Salem Investment Counselors’s JPMorgan Chase JPM Stock Holding History

Salem Investment Counselors’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 		$79.4M Buy
242,447
+1,053
+0.4% +$327K 1.97% 14
2026
Q1 		$71M Buy
241,394
+411
+0.2% +$125K 2.08% 12
2025
Q4 		$77.6M Buy
240,983
+12,410
+5% +$3.84M 2.19% 12
2025
Q3 		$72.1M Buy
228,573
+679
+0.3% +$202K 2.06% 10
2025
Q2 		$66.1M Sell
227,894
-181
-0.1% -$46.2K 2.09% 10
2025
Q1 		$55.9M Sell
228,075
-524
-0.2% -$134K 1.95% 11
2024
Q4 		$54.8M Sell
228,599
-4,683
-2% -$1.09M 1.8% 10
2024
Q3 		$49.2M Buy
233,282
+2,833
+1% +$597K 1.48% 14
2024
Q2 		$46.6M Sell
230,449
-939
-0.4% -$184K 1.5% 13
2024
Q1 		$46.3M Buy
231,388
+4,402
+2% +$794K 1.52% 12
2023
Q4 		$38.6M Buy
226,986
+2,577
+1% +$391K 1.32% 14
2023
Q3 		$32.5M Buy
224,409
+2,676
+1% +$401K 1.24% 12
2023
Q2 		$32.2M Sell
221,733
-2,662
-1% -$366K 1.17% 13
2023
Q1 		$29.2M Buy
224,395
+7,405
+3% +$1.01M 1.17% 12
2022
Q4 		$29.1M Buy
216,990
+2,579
+1% +$327K 1.25% 10
2022
Q3 		$22.4M Buy
214,411
+7,000
+3% +$803K 1.02% 13
2022
Q2 		$23.4M Buy
207,411
+9,585
+5% +$1.19M 1.06% 13
2022
Q1 		$27M Buy
197,826
+311
+0.2% +$45.9K 1.06% 14
2021
Q4 		$31.3M Buy
197,515
+4,220
+2% +$693K 1.09% 14
2021
Q3 		$31.6M Buy
193,295
+6,117
+3% +$959K 1.73% 12
2021
Q2 		$29.1M Buy
187,178
+8,532
+5% +$1.34M 1.6% 13
2021
Q1 		$27.2M Buy
178,646
+5,004
+3% +$720K 1.66% 12
2020
Q4 		$22.1M Buy
173,642
+2,974
+2% +$332K 1.45% 14
2020
Q3 		$16.4M Sell
170,668
-138
-0.1% -$13.6K 1.26% 19
2020
Q2 		$16.1M Buy
170,806
+699
+0.4% +$66.3K 1.36% 18
2020
Q1 		$15.3M Buy
170,107
+720
+0.4% +$87.5K 1.58% 14
2019
Q4 		$23.6M Sell
169,387
-514
-0.3% -$65.9K 1.95% 9
2019
Q3 		$20M Buy
169,901
+1,675
+1% +$189K 1.84% 9
2019
Q2 		$18.8M Buy
168,226
+7,165
+4% +$790K 1.73% 12
2019
Q1 		$18.2M Sell
161,061
-6,355
-4% -$655K 1.86% 12
2018
Q4 		$16.3M Buy
167,416
+6,355
+4% +$677K 2.06% 11
2018
Q3 		$18.2M Buy
161,061
+371
+0.2% +$42.1K 1.86% 12
2018
Q2 		$16.7M Buy
160,690
+2,633
+2% +$289K 1.53% 14
2018
Q1 		$17.1M Buy
158,057
+899
+0.6% +$102K 1.94% 14
2017
Q4 		$16.8M Sell
157,158
-2,920
-2% -$296K 1.82% 13
2017
Q3 		$15.4M Sell
160,078
-3,340
-2% -$308K 1.8% 13
2017
Q2 		$14.9M Sell
163,418
-6,184
-4% -$534K 1.73% 15
2017
Q1 		$14.7M Buy
169,602
+22,826
+16% +$2.01M 1.58% 15
2016
Q4 		$12.7M Buy
+146,776
New +$11.2M 1.45% 19
2016
Q3 		– Sell
-128,062
Closed -$7.96M – 534
2016
Q2 		$7.96M Buy
128,062
+11,755
+10% +$734K 0.96% 33
2016
Q1 		$6.89M Buy
116,307
+2,500
+2% +$146K 0.85% 36
2015
Q4 		$7.51M Sell
113,807
-335
-0.3% -$21.8K 0.95% 35
2015
Q3 		$838K Buy
114,142
+3,350
+3% +$219K 0.11% 144
2015
Q2 		$7.51M Sell
110,792
-1,325
-1% -$86.5K 0.91% 32
2015
Q1 		$6.79M Sell
112,117
-439
-0.4% -$26K 0.81% 36
2014
Q4 		$7.04M Buy
112,556
+1,100
+1% +$66.2K 0.84% 37
2014
Q3 		$6.71M Sell
111,456
-615
-0.5% -$36K 0.81% 40
2014
Q2 		$6.46M Buy
112,071
+409
+0.4% +$23K 0.78% 40
2014
Q1 		$6.78M Buy
111,662
+1,401
+1% +$81K 0.84% 39
2013
Q4 		$6.45M Sell
110,261
-400
-0.4% -$21.9K 0.84% 41
2013
Q3 		$5.72M Sell
110,661
-51,557
-32% -$2.77M 0.79% 39
2013
Q2 		$8.56M Buy
+162,218
New +$8.25M 1.24% 24

Other funds holding JPM

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
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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Salem Investment Counselors's JPM Position: Q2 2026 in Review

Salem Investment Counselors increased its JPMorgan Chase (JPM) stake by 0.44% in Q2 2026, buying an estimated $327K and bringing the position to 242,447 shares worth $79.4M. The position accounts for 1.97% of the portfolio, ranked #14.

Salem Investment Counselors first reported a position in JPM in Q2 2013 and has held it in 52 quarters since. 2,280 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Salem Investment Counselors held 242,447 shares of JPMorgan Chase worth $79.4M as of Q2 2026.
  • Salem Investment Counselors bought 1,053 JPMorgan Chase shares in Q2 2026, an estimated $327K.
  • JPMorgan Chase made up 1.97% of Salem Investment Counselors's portfolio in Q2 2026, its #14 holding.
  • Salem Investment Counselors first reported a position in JPMorgan Chase in Q2 2013 and has held it in 52 quarters since.
  • 2,280 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Salem Investment Counselors's 13F filing for Q2 2026, filed 14 Jul 2026.