Tocqueville Asset Management’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 | $78.8M | Sell |
240,659
-10,684
| -4% | -$3.32M | 1.04% | 21 |
|
|
2026
Q1 | $73.9M | Sell |
251,343
-6,044
| -2% | -$1.83M | 1.1% | 16 |
|
|
2025
Q4 | $82.9M | Sell |
257,387
-5,074
| -2% | -$1.57M | 1.21% | 13 |
|
|
2025
Q3 | $82.8M | Sell |
262,461
-6,605
| -2% | -$1.96M | 1.2% | 12 |
|
|
2025
Q2 | $78M | Sell |
269,066
-8,842
| -3% | -$2.26M | 1.19% | 13 |
|
|
2025
Q1 | $68.2M | Sell |
277,908
-1,131
| -0.4% | -$288K | 1.11% | 16 |
|
|
2024
Q4 | $66.9M | Sell |
279,039
-37
| -0% | -$8.62K | 1.05% | 19 |
|
|
2024
Q3 | $58.8M | Sell |
279,076
-1,730
| -0.6% | -$364K | 0.92% | 22 |
|
|
2024
Q2 | $56.8M | Sell |
280,806
-2,565
| -0.9% | -$501K | 0.94% | 19 |
|
|
2024
Q1 | $56.8M | Sell |
283,371
-6,225
| -2% | -$1.12M | 0.93% | 21 |
|
|
2023
Q4 | $49.3M | Buy |
289,596
+13,769
| +5% | +$2.09M | 0.89% | 24 |
|
|
2023
Q3 | $40M | Buy |
275,827
+7,164
| +3% | +$1.07M | 0.76% | 29 |
|
|
2023
Q2 | $39.1M | Buy |
268,663
+30,087
| +13% | +$4.14M | 0.7% | 32 |
|
|
2023
Q1 | $31.1M | Sell |
238,576
-1,305
| -0.5% | -$179K | 0.59% | 40 |
|
|
2022
Q4 | $32.2M | Sell |
239,881
-1,671
| -0.7% | -$212K | 0.61% | 40 |
|
|
2022
Q3 | $25.2M | Buy |
241,552
+55,509
| +30% | +$6.37M | 0.51% | 49 |
|
|
2022
Q2 | $20.9M | Buy |
186,043
+15,013
| +9% | +$1.86M | 0.38% | 67 |
|
|
2022
Q1 | $23.3M | Buy |
171,030
+10,902
| +7% | +$1.61M | 0.35% | 72 |
|
|
2021
Q4 | $25.4M | Buy |
160,128
+195
| +0.1% | +$32K | 0.35% | 69 |
|
|
2021
Q3 | $26.2M | Sell |
159,933
-1,461
| -0.9% | -$229K | 0.39% | 59 |
|
|
2021
Q2 | $25.1M | Sell |
161,394
-2,693
| -2% | -$423K | 0.36% | 67 |
|
|
2021
Q1 | $25M | Buy |
164,087
+8,263
| +5% | +$1.19M | 0.38% | 65 |
|
|
2020
Q4 | $19.8M | Buy |
155,824
+26,501
| +20% | +$2.96M | 0.33% | 75 |
|
|
2020
Q3 | $12.4M | Sell |
129,323
-848
| -0.7% | -$83.3K | 0.24% | 99 |
|
|
2020
Q2 | $12.2M | Sell |
130,171
-61,865
| -32% | -$5.87M | 0.26% | 96 |
|
|
2020
Q1 | $17.3M | Sell |
192,036
-4,285
| -2% | -$521K | 0.43% | 60 |
|
|
2019
Q4 | $27.4M | Sell |
196,321
-240,651
| -55% | -$30.9M | 0.4% | 65 |
|
|
2019
Q3 | $51.4M | Sell |
436,972
-1,447
| -0.3% | -$164K | 0.7% | 32 |
|
|
2019
Q2 | $49M | Sell |
438,419
-3,770
| -0.9% | -$416K | 0.64% | 35 |
|
|
2019
Q1 | $44.8M | Sell |
442,189
-35,874
| -8% | -$3.7M | 0.6% | 39 |
|
|
2018
Q4 | $46.7M | Buy |
478,063
+34,562
| +8% | +$3.68M | 0.7% | 33 |
|
|
2018
Q3 | $50M | Sell |
443,501
-1,616
| -0.4% | -$183K | 0.63% | 34 |
|
|
2018
Q2 | $46.4M | Buy |
445,117
+2,222
| +0.5% | +$244K | 0.59% | 40 |
|
|
2018
Q1 | $48.7M | Buy |
442,895
+189,974
| +75% | +$21.5M | 0.62% | 39 |
|
|
2017
Q4 | $27M | Buy |
252,921
+19,026
| +8% | +$1.93M | 0.31% | 96 |
|
|
2017
Q3 | $22.3M | Buy |
233,895
+3,227
| +1% | +$298K | 0.26% | 110 |
|
|
2017
Q2 | $21.1M | Buy |
230,668
+7,559
| +3% | +$652K | 0.25% | 109 |
|
|
2017
Q1 | $19.6M | Buy |
223,109
+69,429
| +45% | +$6.13M | 0.24% | 120 |
|
|
2016
Q4 | $13.3M | Buy |
153,680
+18,232
| +13% | +$1.39M | 0.17% | 163 |
|
|
2016
Q3 | $9.02M | Sell |
135,448
-2,218
| -2% | -$145K | 0.11% | 207 |
|
|
2016
Q2 | $8.55M | Sell |
137,666
-1,160
| -0.8% | -$72.5K | 0.1% | 212 |
|
|
2016
Q1 | $8.22M | Sell |
138,826
-850
| -0.6% | -$49.6K | 0.11% | 208 |
|
|
2015
Q4 | $9.22M | Buy |
139,676
+1,820
| +1% | +$119K | 0.13% | 191 |
|
|
2015
Q3 | $8.4M | Buy |
137,856
+425
| +0.3% | +$27.8K | 0.11% | 219 |
|
|
2015
Q2 | $9.31M | Sell |
137,431
-2,545
| -2% | -$166K | 0.11% | 216 |
|
|
2015
Q1 | $8.48M | Sell |
139,976
-1,401
| -1% | -$83K | 0.1% | 228 |
|
|
2014
Q4 | $8.85M | Sell |
141,377
-8,850
| -6% | -$533K | 0.1% | 226 |
|
|
2014
Q3 | $9.05M | Sell |
150,227
-42,259
| -22% | -$2.47M | 0.1% | 210 |
|
|
2014
Q2 | $11.1M | Sell |
192,486
-15,350
| -7% | -$863K | 0.11% | 208 |
|
|
2014
Q1 | $12.6M | Sell |
207,836
-3,896
| -2% | -$225K | 0.17% | 153 |
|
|
2013
Q4 | $12.4M | Buy |
211,732
+13,711
| +7% | +$751K | 0.17% | 154 |
|
|
2013
Q3 | $10.2M | Buy |
198,021
+4,550
| +2% | +$244K | 0.13% | 194 |
|
|
2013
Q2 | $10.2M | Buy |
+193,471
| New | +$9.84M | 0.14% | 182 |
|
Other funds holding JPM
N
Tocqueville Asset Management's JPM Position: Q2 2026 in Review
Tocqueville Asset Management reduced its JPMorgan Chase (JPM) stake by 4.3% in Q2 2026, selling an estimated $3.32M and leaving 240,659 shares worth $78.8M. The position accounts for 1.04% of the portfolio, ranked #21.
Tocqueville Asset Management first reported a position in JPM in Q2 2013 and has held it in 53 quarters since. The position peaked at $82.9M in Q4 2025. 4,054 funds tracked by Wall St. Rank hold JPM as of Q2 2026.
- Tocqueville Asset Management held 240,659 shares of JPMorgan Chase worth $78.8M as of Q2 2026.
- Tocqueville Asset Management sold 10,684 JPMorgan Chase shares in Q2 2026, an estimated $3.32M.
- JPMorgan Chase made up 1.04% of Tocqueville Asset Management's portfolio in Q2 2026, its #21 holding.
- Tocqueville Asset Management first reported a position in JPMorgan Chase in Q2 2013 and has held it in 53 quarters since.
- Tocqueville Asset Management's JPMorgan Chase position peaked at $82.9M in Q4 2025.
- 4,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.
Based on Tocqueville Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.