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Sippican Capital Advisors’s JPMorgan Chase JPM Stock Holding History

Sippican Capital Advisors’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 		$2.04M Sell
6,230
-15
-0.2% -$4.66K 1.24% 31
2026
Q1 		$1.84M Sell
6,245
-245
-4% -$74.4K 1.26% 31
2025
Q4 		$2.09M Sell
6,490
-392
-6% -$121K 1.34% 26
2025
Q3 		$2.17M Sell
6,882
-75
-1% -$22.3K 1.44% 21
2025
Q2 		$2.02M Sell
6,957
-13
-0.2% -$3.32K 1.47% 21
2025
Q1 		$1.71M Sell
6,970
-14
-0.2% -$3.57K 1.29% 28
2024
Q4 		$1.67M Hold
6,984
– – 1.22% 30
2024
Q3 		$1.47M Sell
6,984
-4
-0.1% -$843 1.03% 38
2024
Q2 		$1.41M Sell
6,988
-30
-0.4% -$5.87K 1.12% 33
2024
Q1 		$1.41M Sell
7,018
-4,825
-41% -$871K 1.09% 37
2023
Q4 		$2.01M Buy
11,843
+4,825
+69% +$731K 1.58% 16
2023
Q3 		$1.02M Buy
7,018
+210
+3% +$31.5K 0.92% 45
2023
Q2 		$990K Sell
6,808
-106
-2% -$14.6K 0.91% 48
2023
Q1 		$901K Sell
6,914
-100
-1% -$13.7K 0.86% 50
2022
Q4 		$941K Sell
7,014
-100
-1% -$12.7K 0.9% 49
2022
Q3 		$743K Hold
7,114
– – 0.78% 58
2022
Q2 		$801K Hold
7,114
– – 0.79% 53
2022
Q1 		$970K Sell
7,114
-101
-1% -$14.9K 0.81% 57
2021
Q4 		$1.14M Hold
7,215
– – 0.97% 41
2021
Q3 		$1.18M Sell
7,215
-95
-1% -$14.9K 1.02% 38
2021
Q2 		$1.14M Sell
7,310
-75
-1% -$11.8K 0.99% 38
2021
Q1 		$1.12M Sell
7,385
-265
-3% -$38.1K 1.04% 35
2020
Q4 		$972K Sell
7,650
-5,940
-44% -$664K 1.05% 41
2020
Q3 		$1.31M Buy
13,590
+3,275
+32% +$322K 1.63% 21
2020
Q2 		$970K Sell
10,315
-820
-7% -$77.8K 1.31% 32
2020
Q1 		$1M Sell
11,135
-100
-0.9% -$12.1K 1.63% 23
2019
Q4 		$1.57M Buy
11,235
+625
+6% +$80.2K 1.74% 17
2019
Q3 		$1.25M Sell
10,610
-175
-2% -$19.8K 1.51% 22
2019
Q2 		$1.21M Sell
10,785
-225
-2% -$24.8K 1.42% 23
2019
Q1 		$1.11M Buy
11,010
+225
+2% +$23.2K 1.33% 24
2018
Q4 		$1.05M Buy
10,785
+2,500
+30% +$266K 1.42% 23
2018
Q3 		$931K Sell
8,285
-5,995
-42% -$681K 1.08% 35
2018
Q2 		$1.49M Buy
14,280
+230
+2% +$25.2K 1.49% 26
2018
Q1 		$1.54M Sell
14,050
-100
-0.7% -$11.3K 1.6% 22
2017
Q4 		$1.51M Sell
14,150
-135
-0.9% -$13.7K 1.48% 23
2017
Q3 		$1.36M Sell
14,285
-65
-0.5% -$5.99K 1.4% 27
2017
Q2 		$1.31M Hold
14,350
– – 1.42% 25
2017
Q1 		$1.26M Sell
14,350
-700
-5% -$61.8K 1.34% 30
2016
Q4 		$1.3M Sell
15,050
-125
-0.8% -$9.53K 1.36% 28
2016
Q3 		$1.01M Sell
15,175
-50
-0.3% -$3.26K 1.15% 33
2016
Q2 		$946K Sell
15,225
-125
-0.8% -$7.81K 1.13% 34
2016
Q1 		$909K Sell
15,350
-925
-6% -$54K 1.16% 33
2015
Q4 		$1.07M Sell
16,275
-150
-0.9% -$9.77K 1.36% 26
2015
Q3 		$1M Hold
16,425
– – 1.27% 29
2015
Q2 		$1.11M Hold
16,425
– – 1.12% 31
2015
Q1 		$995K Hold
16,425
– – 1.01% 35
2014
Q4 		$1.03M Sell
16,425
-600
-4% -$36.1K 1.03% 33
2014
Q3 		$1.03M Buy
+17,025
New +$995K 1.04% 34

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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

Sippican Capital Advisors's JPM Position: Q2 2026 in Review

Sippican Capital Advisors reduced its JPMorgan Chase (JPM) stake by 0.24% in Q2 2026, selling an estimated $4.66K and leaving 6,230 shares worth $2.04M. The position accounts for 1.24% of the portfolio, ranked #31.

Sippican Capital Advisors first reported a position in JPM in Q3 2014 and has held it in 48 quarters since. The position peaked at $2.17M in Q3 2025. 1,772 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Sippican Capital Advisors held 6,230 shares of JPMorgan Chase worth $2.04M as of Q2 2026.
  • Sippican Capital Advisors sold 15 JPMorgan Chase shares in Q2 2026, an estimated $4.66K.
  • JPMorgan Chase made up 1.24% of Sippican Capital Advisors's portfolio in Q2 2026, its #31 holding.
  • Sippican Capital Advisors first reported a position in JPMorgan Chase in Q3 2014 and has held it in 48 quarters since.
  • Sippican Capital Advisors's JPMorgan Chase position peaked at $2.17M in Q3 2025.
  • 1,772 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Sippican Capital Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.