Stamos Capital Partners’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $11.3M | Sell |
34,663
-1,293
| -4% | -$402K | 1.74% | 10 |
|
|
2026
Q1 | $10.6M | Buy |
35,956
+8,513
| +31% | +$2.58M | 1.65% | 9 |
|
|
2025
Q4 | $8.84M | Buy |
27,443
+1,294
| +5% | +$401K | 1.42% | 12 |
|
|
2025
Q3 | $8.25M | Sell |
26,149
-4,356
| -14% | -$1.3M | 1.56% | 15 |
|
|
2025
Q2 | $8.84M | Buy |
30,505
+12,091
| +66% | +$3.09M | 1.59% | 13 |
|
|
2025
Q1 | $4.52M | Buy |
18,414
+604
| +3% | +$154K | 1.18% | 17 |
|
|
2024
Q4 | $4.27M | Sell |
17,810
-9,540
| -35% | -$2.22M | 1% | 26 |
|
|
2024
Q3 | $5.77M | Sell |
27,350
-3,390
| -11% | -$714K | 1.36% | 19 |
|
|
2024
Q2 | $6.22M | Buy |
30,740
+690
| +2% | +$135K | 1.32% | 14 |
|
|
2024
Q1 | $6.02M | Sell |
30,050
-15,670
| -34% | -$2.83M | 1.37% | 14 |
|
|
2023
Q4 | $7.78M | Sell |
45,720
-25,280
| -36% | -$3.83M | 2.11% | 10 |
|
|
2023
Q3 | $10.3M | Sell |
71,000
-22,150
| -24% | -$3.32M | 2.29% | 5 |
|
|
2023
Q2 | $13.5M | Buy |
93,150
+7,090
| +8% | +$975K | 3.17% | 3 |
|
|
2023
Q1 | $11.2M | Buy |
86,060
+28,130
| +49% | +$3.85M | 2.89% | 2 |
|
|
2022
Q4 | $7.77M | Sell |
57,930
-34,990
| -38% | -$4.43M | 2.46% | 4 |
|
|
2022
Q3 | $9.71M | Buy |
92,920
+1,230
| +1% | +$141K | 2.47% | 8 |
|
|
2022
Q2 | $10.3M | Buy |
91,690
+14,860
| +19% | +$1.84M | 3.12% | 7 |
|
|
2022
Q1 | $10.5M | Buy |
76,830
+26,230
| +52% | +$3.87M | 3.5% | 6 |
|
|
2021
Q4 | $8.01M | Buy |
50,600
+7,250
| +17% | +$1.19M | 3.72% | 6 |
|
|
2021
Q3 | $7.1M | Sell |
43,350
-6,190
| -12% | -$970K | 3.97% | 3 |
|
|
2021
Q2 | $7.71M | Sell |
49,540
-13,160
| -21% | -$2.07M | 4.06% | 4 |
|
|
2021
Q1 | $9.54M | Hold |
62,700
| – | – | 4.82% | 3 |
|
|
2020
Q4 | $7.97M | Sell |
62,700
-12,300
| -16% | -$1.37M | 3.4% | 3 |
|
|
2020
Q3 | $7.22M | Buy |
75,000
+26,000
| +53% | +$2.55M | 2.68% | 3 |
|
|
2020
Q2 | $4.61M | Sell |
49,000
-36,208
| -42% | -$3.44M | 2.64% | 6 |
|
|
2020
Q1 | $7.67M | Buy |
85,208
+67,268
| +375% | +$8.17M | 4.04% | 3 |
|
|
2019
Q4 | $2.5M | Sell |
17,940
-2,513
| -12% | -$322K | 2.02% | 12 |
|
|
2019
Q3 | $2.41M | Buy |
20,453
+3,000
| +17% | +$339K | 2.14% | 14 |
|
|
2019
Q2 | $1.98M | Sell |
17,453
-5,000
| -22% | -$551K | 1.98% | 16 |
|
|
2019
Q1 | $2.35M | Sell |
22,453
-28,847
| -56% | -$2.97M | 3.01% | 9 |
|
|
2018
Q4 | $5.01M | Buy |
+51,300
| New | +$5.47M | 3.78% | 3 |
|
Other funds holding JPM
Stamos Capital Partners's JPM Position: Q2 2026 in Review
Stamos Capital Partners reduced its JPMorgan Chase (JPM) stake by 3.6% in Q2 2026, selling an estimated $402K and leaving 34,663 shares worth $11.3M. The position accounts for 1.74% of the portfolio, ranked #10.
Stamos Capital Partners first reported a position in JPM in Q4 2018 and has held it in 31 quarters since. The position peaked at $13.5M in Q2 2023. 5,143 funds tracked by Wall St. Rank hold JPM as of Q2 2026.
- Stamos Capital Partners held 34,663 shares of JPMorgan Chase worth $11.3M as of Q2 2026.
- Stamos Capital Partners sold 1,293 JPMorgan Chase shares in Q2 2026, an estimated $402K.
- JPMorgan Chase made up 1.74% of Stamos Capital Partners's portfolio in Q2 2026, its #10 holding.
- Stamos Capital Partners first reported a position in JPMorgan Chase in Q4 2018 and has held it in 31 quarters since.
- Stamos Capital Partners's JPMorgan Chase position peaked at $13.5M in Q2 2023.
- 5,143 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.
Based on Stamos Capital Partners's 13F filing for Q2 2026, filed 13 Aug 2026.