Ted Buchan & Co’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
$240K Buy
+732
New +$227K 0.08% 86
2026
Q1
Sell
-628
Closed -$202K 93
2025
Q4
$202K Sell
628
-47
-7% -$14.6K 0.07% 88
2025
Q3
$213K Buy
+675
New +$201K 0.08% 80
2023
Q2
Sell
-7,302
Closed -$952K 88
2023
Q1
$952K Sell
7,302
-637
-8% -$87.3K 0.8% 24
2022
Q4
$1.06M Buy
+7,939
New +$1.01M 0.98% 21

Other funds holding JPM

Ted Buchan & Co's JPM Position: Q2 2026 in Review

Ted Buchan & Co opened a new position in JPMorgan Chase (JPM) in Q2 2026: 732 shares worth $240K. The stake represents 0.08% of the portfolio and ranks #86 among its holdings. This is a return to the name: Ted Buchan & Co previously reported a position in JPM as recently as Q4 2025.

Ted Buchan & Co first reported a position in JPM in Q4 2022 and has held it in 5 quarters since. The position peaked at $1.06M in Q4 2022. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Ted Buchan & Co held 732 shares of JPMorgan Chase worth $240K as of Q2 2026.
  • JPMorgan Chase was a new Ted Buchan & Co position in Q2 2026.
  • JPMorgan Chase made up 0.08% of Ted Buchan & Co's portfolio in Q2 2026, its #86 holding.
  • Ted Buchan & Co first reported a position in JPMorgan Chase in Q4 2022 and has held it in 5 quarters since.
  • Ted Buchan & Co's JPMorgan Chase position peaked at $1.06M in Q4 2022.
  • 5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Ted Buchan & Co's 13F filing for Q2 2026, filed 23 Jul 2026.