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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
Q3 		$5.71M Sell
17,248
-958
-5% -$335K 0.37% 72
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

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Titleist Asset Management's JPM Position: Q3 2026 in Review

Titleist Asset Management reduced its JPMorgan Chase (JPM) stake by 5.3% in Q3 2026, selling an estimated $335K and leaving 17,248 shares worth $5.71M. The position accounts for 0.37% of the portfolio, ranked #72.

Titleist Asset Management first reported a position in JPM in Q1 2023 and has held it in 15 quarters since. The position peaked at $5.96M in Q2 2026. 252 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Titleist Asset Management held 17,248 shares of JPMorgan Chase worth $5.71M as of Q3 2026.
  • Titleist Asset Management sold 958 JPMorgan Chase shares in Q3 2026, an estimated $335K.
  • JPMorgan Chase made up 0.37% of Titleist Asset Management's portfolio in Q3 2026, its #72 holding.
  • Titleist Asset Management first reported a position in JPMorgan Chase in Q1 2023 and has held it in 15 quarters since.
  • Titleist Asset Management's JPMorgan Chase position peaked at $5.96M in Q2 2026.
  • 252 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Titleist Asset Management's 13F filing for Q3 2026, filed 8 Oct 2026.