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Samalin Investment Counsel’s JPMorgan Chase JPM Stock Holding History

Samalin Investment Counsel’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 		$2.74M Sell
8,381
-220
-3% -$68.3K 0.86% 33
2026
Q1 		$2.53M Sell
8,601
-273
-3% -$82.9K 0.9% 27
2025
Q4 		$2.86M Sell
8,874
-337
-4% -$104K 1.01% 22
2025
Q3 		$2.91M Buy
9,211
+20
+0.2% +$5.95K 1% 18
2025
Q2 		$2.66M Sell
9,191
-71
-0.8% -$18.1K 1.02% 19
2025
Q1 		$2.27M Buy
9,262
+233
+3% +$59.4K 0.92% 22
2024
Q4 		$2.16M Buy
9,029
+366
+4% +$85.2K 0.93% 22
2024
Q3 		$1.83M Sell
8,663
-80
-0.9% -$16.9K 0.79% 26
2024
Q2 		$1.77M Sell
8,743
-245
-3% -$47.9K 0.83% 23
2024
Q1 		$1.8M Sell
8,988
-551
-6% -$99.4K 0.86% 22
2023
Q4 		$1.62M Sell
9,539
-124
-1% -$18.8K 0.82% 26
2023
Q3 		$1.4M Sell
9,663
-542
-5% -$81.2K 0.8% 30
2023
Q2 		$1.48M Sell
10,205
-1,052
-9% -$145K 0.8% 30
2023
Q1 		$1.47M Buy
11,257
+12
+0.1% +$1.64K 0.88% 29
2022
Q4 		$1.51M Buy
11,245
+2,447
+28% +$310K 0.95% 24
2022
Q3 		$919K Sell
8,798
-124
-1% -$14.2K 0.67% 41
2022
Q2 		$1M Buy
8,922
+292
+3% +$36.2K 0.71% 36
2022
Q1 		$1.18M Sell
8,630
-454
-5% -$67K 0.71% 33
2021
Q4 		$1.44M Buy
9,084
+1,197
+15% +$197K 0.86% 25
2021
Q3 		$1.29M Sell
7,887
-95
-1% -$14.9K 0.84% 24
2021
Q2 		$1.24M Buy
7,982
+129
+2% +$20.3K 0.81% 21
2021
Q1 		$1.2M Buy
7,853
+655
+9% +$94.2K 0.8% 28
2020
Q4 		$915K Sell
7,198
-38
-0.5% -$4.25K 0.69% 36
2020
Q3 		$697K Buy
7,236
+371
+5% +$36.4K 0.62% 38
2020
Q2 		$645K Sell
6,865
-2,082
-23% -$198K 0.68% 34
2020
Q1 		$805K Buy
8,947
+1,690
+23% +$205K 1.08% 25
2019
Q4 		$1.01M Buy
+7,257
New +$931K 0.85% 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

Samalin Investment Counsel's JPM Position: Q2 2026 in Review

Samalin Investment Counsel reduced its JPMorgan Chase (JPM) stake by 2.6% in Q2 2026, selling an estimated $68.3K and leaving 8,381 shares worth $2.74M. The position accounts for 0.86% of the portfolio, ranked #33.

Samalin Investment Counsel first reported a position in JPM in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.91M in Q3 2025. 2,280 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Samalin Investment Counsel held 8,381 shares of JPMorgan Chase worth $2.74M as of Q2 2026.
  • Samalin Investment Counsel sold 220 JPMorgan Chase shares in Q2 2026, an estimated $68.3K.
  • JPMorgan Chase made up 0.86% of Samalin Investment Counsel's portfolio in Q2 2026, its #33 holding.
  • Samalin Investment Counsel first reported a position in JPMorgan Chase in Q4 2019 and has held it in 27 quarters since.
  • Samalin Investment Counsel's JPMorgan Chase position peaked at $2.91M in Q3 2025.
  • 2,280 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Samalin Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.