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Titleist Asset Management’s JPMorgan Chase JPM Stock Holding History

Titleist Asset 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 		$5.96M Buy
18,206
+1,060
+6% +$329K 0.4% 63
2026
Q1 		$5.04M Buy
17,146
+200
+1% +$60.7K 0.38% 69
2025
Q4 		$5.46M Buy
16,946
+2,549
+18% +$789K 0.44% 58
2025
Q3 		$4.54M Buy
14,397
+375
+3% +$112K 0.4% 66
2025
Q2 		$4.07M Sell
14,022
-3
-0% -$766 0.4% 69
2025
Q1 		$3.44M Sell
14,025
-739
-5% -$188K 0.4% 68
2024
Q4 		$3.54M Buy
14,764
+1,317
+10% +$307K 0.41% 57
2024
Q3 		$2.84M Sell
13,447
-177
-1% -$37.3K 0.41% 64
2024
Q2 		$2.76M Sell
13,624
-1,693
-11% -$331K 0.42% 60
2024
Q1 		$3.07M Buy
15,317
+191
+1% +$34.5K 0.54% 51
2023
Q4 		$2.57M Buy
15,126
+191
+1% +$28.9K 0.48% 54
2023
Q3 		$2.17M Sell
14,935
-4,269
-22% -$640K 0.45% 59
2023
Q2 		$2.79M Sell
19,204
-1,040
-5% -$143K 0.55% 39
2023
Q1 		$2.64M Buy
+20,244
New +$2.77M 0.56% 46

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

Titleist Asset Management's JPM Position: Q2 2026 in Review

Titleist Asset Management increased its JPMorgan Chase (JPM) stake by 6.2% in Q2 2026, buying an estimated $329K and bringing the position to 18,206 shares worth $5.96M. The position accounts for 0.4% of the portfolio, ranked #63.

Titleist Asset Management first reported a position in JPM in Q1 2023 and has held it in 14 quarters since. 1,772 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Titleist Asset Management held 18,206 shares of JPMorgan Chase worth $5.96M as of Q2 2026.
  • Titleist Asset Management bought 1,060 JPMorgan Chase shares in Q2 2026, an estimated $329K.
  • JPMorgan Chase made up 0.4% of Titleist Asset Management's portfolio in Q2 2026, its #63 holding.
  • Titleist Asset Management first reported a position in JPMorgan Chase in Q1 2023 and has held it in 14 quarters since.
  • 1,772 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Titleist Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.