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Telos Capital Management’s JPMorgan Chase JPM Stock Holding History

Telos Capital Management’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 		$21.4M Sell
65,314
-280
-0.4% -$87K 1.88% 12
2026
Q1 		$19.3M Buy
65,594
+879
+1% +$267K 1.85% 13
2025
Q4 		$20.9M Sell
64,715
-1,573
-2% -$487K 1.94% 11
2025
Q3 		$20.9M Sell
66,288
-35
-0.1% -$10.4K 2% 8
2025
Q2 		$19.2M Buy
66,323
+1,036
+2% +$264K 1.96% 10
2025
Q1 		$16M Buy
65,287
+457
+0.7% +$117K 1.74% 13
2024
Q4 		$15.5M Sell
64,830
-10,522
-14% -$2.45M 1.66% 12
2024
Q3 		$15.9M Sell
75,352
-223
-0.3% -$47K 1.67% 13
2024
Q2 		$15.3M Buy
75,575
+569
+0.8% +$111K 1.69% 12
2024
Q1 		$15M Sell
75,006
-980
-1% -$177K 1.69% 13
2023
Q4 		$12.9M Sell
75,986
-374
-0.5% -$56.7K 1.58% 16
2023
Q3 		$11.1M Sell
76,360
-730
-0.9% -$109K 1.54% 19
2023
Q2 		$11.2M Sell
77,090
-2,419
-3% -$333K 1.49% 18
2023
Q1 		$10.4M Buy
79,509
+455
+0.6% +$62.3K 1.45% 17
2022
Q4 		$10.6M Buy
79,054
+2,159
+3% +$274K 1.54% 15
2022
Q3 		$8.04M Buy
76,895
+4,213
+6% +$483K 1.32% 19
2022
Q2 		$8.19M Buy
72,682
+2,853
+4% +$353K 1.25% 21
2022
Q1 		$9.52M Buy
69,829
+2,486
+4% +$367K 1.24% 24
2021
Q4 		$10.7M Buy
67,343
+502
+0.8% +$82.4K 1.33% 23
2021
Q3 		$10.9M Buy
66,841
+2,881
+5% +$452K 1.5% 17
2021
Q2 		$9.95M Sell
63,960
-317
-0.5% -$49.8K 1.32% 21
2021
Q1 		$9.79M Sell
64,277
-2,696
-4% -$388K 1.41% 15
2020
Q4 		$8.51M Sell
66,973
-71
-0.1% -$7.94K 1.3% 22
2020
Q3 		$6.45M Buy
67,044
+4,290
+7% +$421K 1.13% 24
2020
Q2 		$5.9M Buy
62,754
+3,108
+5% +$295K 1.14% 23
2020
Q1 		$5.37M Buy
59,646
+3,845
+7% +$467K 1.33% 21
2019
Q4 		$7.78M Sell
55,801
-148
-0.3% -$19K 1.78% 8
2019
Q3 		$6.58M Buy
55,949
+1,326
+2% +$150K 1.8% 8
2019
Q2 		$6.11M Buy
54,623
+2,028
+4% +$224K 1.79% 9
2019
Q1 		$5.32M Buy
52,595
+30,078
+134% +$3.1M 1.66% 12
2018
Q4 		$2.2M Buy
22,517
+2,900
+15% +$309K 0.81% 49
2018
Q3 		$2.21M Buy
19,617
+754
+4% +$85.6K 0.71% 57
2018
Q2 		$1.97M Buy
18,863
+379
+2% +$41.6K 0.68% 59
2018
Q1 		$2.03M Sell
18,484
-694
-4% -$78.6K 0.72% 55
2017
Q4 		$2.05M Sell
19,178
-525
-3% -$53.2K 0.72% 58
2017
Q3 		$1.88M Buy
19,703
+38
+0.2% +$3.5K 0.73% 59
2017
Q2 		$1.8M Sell
19,665
-87
-0.4% -$7.51K 0.72% 60
2017
Q1 		$1.74M Sell
19,752
-1,563
-7% -$138K 0.72% 57
2016
Q4 		$1.84M Sell
21,315
-466
-2% -$35.5K 0.82% 52
2016
Q3 		$1.45M Buy
21,781
+1,040
+5% +$67.8K 0.68% 63
2016
Q2 		$1.29M Buy
20,741
+790
+4% +$49.3K 0.63% 69
2016
Q1 		$1.18M Buy
19,951
+967
+5% +$56.5K 0.62% 68
2015
Q4 		$1.25M Buy
18,984
+1,909
+11% +$124K 0.68% 63
2015
Q3 		$1.04M Buy
17,075
+512
+3% +$33.5K 0.64% 61
2015
Q2 		$1.12M Buy
16,563
+366
+2% +$23.9K 0.62% 65
2015
Q1 		$981K Buy
16,197
+1,225
+8% +$72.5K 0.57% 69
2014
Q4 		$937K Sell
14,972
-163
-1% -$9.81K 0.57% 73
2014
Q3 		$912K Buy
15,135
+30
+0.2% +$1.75K 0.57% 74
2014
Q2 		$870K Buy
15,105
+1,067
+8% +$60K 0.54% 78
2014
Q1 		$852K Buy
14,038
+447
+3% +$25.8K 0.6% 70
2013
Q4 		$795K Buy
13,591
+52
+0.4% +$2.85K 0.58% 70
2013
Q3 		$700K Buy
13,539
+1,211
+10% +$65K 0.57% 72
2013
Q2 		$651K Buy
+12,328
New +$627K 0.57% 65

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
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
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Telos Capital Management's JPM Position: Q2 2026 in Review

Telos Capital Management reduced its JPMorgan Chase (JPM) stake by 0.43% in Q2 2026, selling an estimated $87K and leaving 65,314 shares worth $21.4M. The position accounts for 1.88% of the portfolio, ranked #12.

Telos Capital Management first reported a position in JPM in Q2 2013 and has held it in 53 quarters since. 1,811 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Telos Capital Management held 65,314 shares of JPMorgan Chase worth $21.4M as of Q2 2026.
  • Telos Capital Management sold 280 JPMorgan Chase shares in Q2 2026, an estimated $87K.
  • JPMorgan Chase made up 1.88% of Telos Capital Management's portfolio in Q2 2026, its #12 holding.
  • Telos Capital Management first reported a position in JPMorgan Chase in Q2 2013 and has held it in 53 quarters since.
  • 1,811 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

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