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Samantha McLemore’s JPMorgan Chase JPM Stock Holding History

Samantha McLemore’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 		$9.61M Sell
29,360
-2
-0% -$621 0.32% 34
2026
Q1 		$8.64M Sell
29,362
-17
-0.1% -$5.16K 0.32% 37
2025
Q4 		$9.47M Hold
29,379
– – 0.37% 36
2025
Q3 		$9.27M Sell
29,379
-4
-0% -$1.19K 0.37% 35
2025
Q2 		$8.52M Hold
29,383
– – 0.38% 36
2025
Q1 		$7.21M Sell
29,383
-3
-0% -$765 0.37% 35
2024
Q4 		$7.04M Hold
29,386
– – 0.33% 33
2024
Q3 		$6.2M Sell
29,386
-126,593
-81% -$26.7M 0.3% 35
2024
Q2 		$31.5M Sell
155,979
-60,745
-28% -$11.9M 1.68% 27
2024
Q1 		$43.4M Sell
216,724
-51,687
-19% -$9.33M 2.11% 25
2023
Q4 		$45.7M Sell
268,411
-38,707
-13% -$5.87M 2.42% 16
2023
Q3 		$44.5M Sell
307,118
-52
-0% -$7.79K 2.61% 17
2023
Q2 		$44.7M Buy
307,170
+266,670
+658% +$36.7M 2.49% 21
2023
Q1 		$5.28M Sell
40,500
-5,000
-11% -$685K 2.35% 20
2022
Q4 		$6.1M Buy
45,500
+1,050
+2% +$133K 2.96% 16
2022
Q3 		$4.64M Buy
44,450
+4,350
+11% +$499K 2.32% 20
2022
Q2 		$4.52M Buy
40,100
+4,000
+11% +$496K 2% 23
2022
Q1 		$4.92M Sell
36,100
-3,800
-10% -$561K 1.67% 30
2021
Q4 		$6.32M Buy
+39,900
New +$6.55M 1.82% 23

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Samantha McLemore's JPM Position: Q2 2026 in Review

Samantha McLemore reduced its JPMorgan Chase (JPM) stake by 0.01% in Q2 2026, selling an estimated $621 and leaving 29,360 shares worth $9.61M. The position accounts for 0.32% of the portfolio, ranked #34.

Samantha McLemore first reported a position in JPM in Q4 2021 and has held it in 19 quarters since. The position peaked at $45.7M in Q4 2023. 5,111 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Samantha McLemore held 29,360 shares of JPMorgan Chase worth $9.61M as of Q2 2026.
  • Samantha McLemore sold 2 JPMorgan Chase shares in Q2 2026, an estimated $621.
  • JPMorgan Chase made up 0.32% of Samantha McLemore's portfolio in Q2 2026, its #34 holding.
  • Samantha McLemore first reported a position in JPMorgan Chase in Q4 2021 and has held it in 19 quarters since.
  • Samantha McLemore's JPMorgan Chase position peaked at $45.7M in Q4 2023.
  • 5,111 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Patient Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.