SCA
JPM icon

Stillwater Capital Advisors’s JPMorgan Chase JPM Stock Holding History

Stillwater 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 		$34.9M Sell
106,504
-757
-0.7% -$235K 3.56% 9
2026
Q1 		$31.6M Sell
107,261
-1,758
-2% -$534K 3.6% 8
2025
Q4 		$35.1M Sell
109,019
-357
-0.3% -$111K 3.78% 8
2025
Q3 		$34.5M Sell
109,376
-1,091
-1% -$324K 3.88% 7
2025
Q2 		$32M Sell
110,467
-465
-0.4% -$119K 4.07% 6
2025
Q1 		$27.2M Sell
110,932
-1,478
-1% -$377K 3.8% 6
2024
Q4 		$26.9M Buy
112,410
+297
+0.3% +$69.2K 3.33% 7
2024
Q3 		$23.6M Sell
112,113
-1,370
-1% -$289K 3.05% 7
2024
Q2 		$23M Sell
113,483
-1,678
-1% -$328K 3.2% 7
2024
Q1 		$23.1M Sell
115,161
-462
-0.4% -$83.4K 3.42% 8
2023
Q4 		$19.7M Sell
115,623
-443
-0.4% -$67.1K 3.15% 8
2023
Q3 		$16.8M Buy
116,066
+436
+0.4% +$65.4K 3.06% 9
2023
Q2 		$16.8M Buy
115,630
+56
+0% +$7.7K 2.97% 10
2023
Q1 		$15.1M Sell
115,574
-1,554
-1% -$213K 2.92% 11
2022
Q4 		$15.7M Sell
117,128
-1,185
-1% -$150K 3.31% 10
2022
Q3 		$12.4M Sell
118,313
-6,791
-5% -$779K 2.82% 13
2022
Q2 		$14.1M Buy
125,104
+3,382
+3% +$419K 2.62% 14
2022
Q1 		$16.6M Sell
121,722
-3,428
-3% -$506K 2.67% 15
2021
Q4 		$19.8M Sell
125,150
-2,132
-2% -$350K 3.02% 11
2021
Q3 		$20.8M Sell
127,282
-1,424
-1% -$223K 3.43% 7
2021
Q2 		$20M Sell
128,706
-3,931
-3% -$617K 3.31% 7
2021
Q1 		$20.2M Sell
132,637
-1,837
-1% -$264K 3.66% 5
2020
Q4 		$17.1M Sell
134,474
-291
-0.2% -$32.5K 3.27% 7
2020
Q3 		$13M Buy
134,765
+2,185
+2% +$215K 2.83% 12
2020
Q2 		$12.5M Buy
132,580
+1,226
+0.9% +$116K 3.01% 11
2020
Q1 		$11.8M Buy
131,354
+284
+0.2% +$34.5K 3.48% 6
2019
Q4 		$18.3M Buy
131,070
+256
+0.2% +$32.8K 4.13% 5
2019
Q3 		$15.4M Sell
130,814
-546
-0.4% -$61.8K 3.91% 6
2019
Q2 		$14.7M Sell
131,360
-12,673
-9% -$1.4M 3.63% 6
2019
Q1 		$14.6M Sell
144,033
-926
-0.6% -$95.4K 3.18% 8
2018
Q4 		$14.2M Sell
144,959
-3,665
-2% -$390K 3.53% 7
2018
Q3 		$16.8M Buy
148,624
+1,538
+1% +$175K 3.48% 6
2018
Q2 		$15.3M Sell
147,086
-1,041
-0.7% -$114K 3.66% 5
2018
Q1 		$16.3M Sell
148,127
-2,329
-2% -$264K 3.92% 4
2017
Q4 		$16.1M Sell
150,456
-85
-0.1% -$8.61K 3.78% 4
2017
Q3 		$14.4M Buy
150,541
+3,129
+2% +$289K 3.72% 4
2017
Q2 		$13.5M Buy
147,412
+1,489
+1% +$128K 3.41% 6
2017
Q1 		$12.8M Sell
145,923
-31,634
-18% -$2.79M 3.41% 4
2016
Q4 		$15.3M Sell
177,557
-3,418
-2% -$261K 4.09% 1
2016
Q3 		$12.1M Sell
180,975
-1,348
-0.7% -$87.9K 3.51% 6
2016
Q2 		$11.3M Sell
182,323
-360
-0.2% -$22.5K 3.38% 10
2016
Q1 		$10.8M Sell
182,683
-2,051
-1% -$120K 3.2% 12
2015
Q4 		$12.2M Sell
184,734
-649
-0.4% -$42.3K 3.74% 5
2015
Q3 		$11.3M Buy
185,383
+16
+0% +$1.05K 3.86% 4
2015
Q2 		$12.6M Buy
185,367
+1,275
+0.7% +$83.2K 3.63% 5
2015
Q1 		$11.2M Buy
184,092
+3,754
+2% +$222K 3.39% 11
2014
Q4 		$11.3M Buy
180,338
+8,575
+5% +$516K 3.39% 7
2014
Q3 		$10.3M Buy
171,763
+150
+0.1% +$8.77K 3.46% 5
2014
Q2 		$9.89M Buy
171,613
+1,659
+1% +$93.3K 3.36% 8
2014
Q1 		$10.3M Buy
169,954
+866
+0.5% +$50K 3.75% 2
2013
Q4 		$9.89M Buy
169,088
+38,964
+30% +$2.13M 3.83% 2
2013
Q3 		$6.73M Sell
130,124
-915
-0.7% -$49.1K 3.97% 4
2013
Q2 		$6.92M Buy
+131,039
New +$6.66M 4.28% 1

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

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

Stillwater Capital Advisors reduced its JPMorgan Chase (JPM) stake by 0.71% in Q2 2026, selling an estimated $235K and leaving 106,504 shares worth $34.9M. The position accounts for 3.56% of the portfolio, ranked #9.

Stillwater Capital Advisors first reported a position in JPM in Q2 2013 and has held it in 53 quarters since. The position peaked at $35.1M in Q4 2025. 1,577 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Stillwater Capital Advisors held 106,504 shares of JPMorgan Chase worth $34.9M as of Q2 2026.
  • Stillwater Capital Advisors sold 757 JPMorgan Chase shares in Q2 2026, an estimated $235K.
  • JPMorgan Chase made up 3.56% of Stillwater Capital Advisors's portfolio in Q2 2026, its #9 holding.
  • Stillwater Capital Advisors first reported a position in JPMorgan Chase in Q2 2013 and has held it in 53 quarters since.
  • Stillwater Capital Advisors's JPMorgan Chase position peaked at $35.1M in Q4 2025.
  • 1,577 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Stillwater Capital Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.