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Talbot Financial’s JPMorgan Chase JPM Stock Holding History

Talbot Financial’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 		$37M Buy
112,910
+1,642
+1% +$510K 2.72% 9
2026
Q1 		$32.7M Buy
111,268
+2,976
+3% +$903K 2.75% 10
2025
Q4 		$34.9M Sell
108,292
-266
-0.2% -$82.4K 2.87% 9
2025
Q3 		$34.2M Buy
108,558
+1,288
+1% +$383K 2.9% 7
2025
Q2 		$31.1M Buy
107,270
+13,530
+14% +$3.45M 2.94% 7
2025
Q1 		$23M Sell
93,740
-2,309
-2% -$589K 2.88% 6
2024
Q4 		$23M Sell
96,049
-389
-0.4% -$90.6K 2.74% 7
2024
Q3 		$20.3M Buy
96,438
+2,851
+3% +$601K 2.48% 8
2024
Q2 		$18.9M Buy
93,587
+661
+0.7% +$129K 2.44% 9
2024
Q1 		$18.6M Buy
92,926
+806
+0.9% +$145K 2.49% 9
2023
Q4 		$15.7M Buy
92,120
+4,040
+5% +$612K 2.36% 9
2023
Q3 		$12.8M Buy
88,080
+169
+0.2% +$25.3K 2.23% 10
2023
Q2 		$12.8M Buy
87,911
+376
+0.4% +$51.7K 2.17% 10
2023
Q1 		$11.4M Sell
87,535
-17,293
-16% -$2.37M 2.12% 12
2022
Q4 		$14.1M Buy
+104,828
New +$13.3M 2.89% 8

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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Talbot Financial's JPM Position: Q2 2026 in Review

Talbot Financial increased its JPMorgan Chase (JPM) stake by 1.5% in Q2 2026, buying an estimated $510K and bringing the position to 112,910 shares worth $37M. The position accounts for 2.72% of the portfolio, ranked #9.

Talbot Financial first reported a position in JPM in Q4 2022 and has held it in 15 quarters since. 956 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Talbot Financial held 112,910 shares of JPMorgan Chase worth $37M as of Q2 2026.
  • Talbot Financial bought 1,642 JPMorgan Chase shares in Q2 2026, an estimated $510K.
  • JPMorgan Chase made up 2.72% of Talbot Financial's portfolio in Q2 2026, its #9 holding.
  • Talbot Financial first reported a position in JPMorgan Chase in Q4 2022 and has held it in 15 quarters since.
  • 956 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Talbot Financial's 13F filing for Q2 2026, filed 14 Jul 2026.