Todd 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 | $79.9M | Buy |
244,161
+19,994
| +9% | +$6.21M | 1.42% | 16 |
|
|
2026
Q1 | $65.9M | Sell |
224,167
-21,534
| -9% | -$6.54M | 1.29% | 20 |
|
|
2025
Q4 | $79.2M | Sell |
245,701
-425
| -0.2% | -$132K | 1.54% | 7 |
|
|
2025
Q3 | $77.6M | Sell |
246,126
-1,953
| -0.8% | -$581K | 1.57% | 3 |
|
|
2025
Q2 | $71.9M | Sell |
248,079
-2,679
| -1% | -$684K | 1.55% | 7 |
|
|
2025
Q1 | $61.5M | Sell |
250,758
-39
| -0% | -$9.94K | 1.45% | 11 |
|
|
2024
Q4 | $60.1M | Sell |
250,797
-98,426
| -28% | -$22.9M | 1.44% | 12 |
|
|
2024
Q3 | $73.6M | Buy |
349,223
+100,802
| +41% | +$21.2M | 1.71% | 5 |
|
|
2024
Q2 | $50.2M | Buy |
248,421
+18,685
| +8% | +$3.65M | 1.04% | 12 |
|
|
2024
Q1 | $46M | Sell |
229,736
-17,957
| -7% | -$3.24M | 0.94% | 21 |
|
|
2023
Q4 | $42.1M | Sell |
247,693
-2,300
| -0.9% | -$349K | 0.93% | 23 |
|
|
2023
Q3 | $36.3M | Buy |
249,993
+50,884
| +26% | +$7.63M | 0.86% | 30 |
|
|
2023
Q2 | $29M | Buy |
199,109
+185,838
| +1,400% | +$25.6M | 0.67% | 58 |
|
|
2023
Q1 | $1.73M | Hold |
13,271
| – | – | 0.04% | 166 |
|
|
2022
Q4 | $1.78M | Hold |
13,271
| – | – | 0.04% | 168 |
|
|
2022
Q3 | $1.39M | Hold |
13,271
| – | – | 0.04% | 166 |
|
|
2022
Q2 | $1.49M | Sell |
13,271
-253,689
| -95% | -$31.4M | 0.04% | 173 |
|
|
2022
Q1 | $36.4M | Sell |
266,960
-78,704
| -23% | -$11.6M | 0.8% | 40 |
|
|
2021
Q4 | $54.7M | Sell |
345,664
-16,996
| -5% | -$2.79M | 1.18% | 13 |
|
|
2021
Q3 | $59.4M | Sell |
362,660
-2,198
| -0.6% | -$345K | 1.36% | 9 |
|
|
2021
Q2 | $56.8M | Buy |
364,858
+937
| +0.3% | +$147K | 1.28% | 11 |
|
|
2021
Q1 | $55.4M | Sell |
363,921
-75,465
| -17% | -$10.9M | 1.3% | 7 |
|
|
2020
Q4 | $55.8M | Sell |
439,386
-25,235
| -5% | -$2.82M | 1.42% | 6 |
|
|
2020
Q3 | $44.7M | Buy |
464,621
+81
| +0% | +$7.95K | 1.34% | 8 |
|
|
2020
Q2 | $43.7M | Buy |
464,540
+16,294
| +4% | +$1.55M | 1.38% | 8 |
|
|
2020
Q1 | $40.4M | Sell |
448,246
-57,947
| -11% | -$7.04M | 1.54% | 4 |
|
|
2019
Q4 | $70.6M | Sell |
506,193
-5,884
| -1% | -$755K | 1.75% | 2 |
|
|
2019
Q3 | $60.3M | Sell |
512,077
-2,316
| -0.5% | -$262K | 1.65% | 4 |
|
|
2019
Q2 | $57.5M | Sell |
514,393
-2,931
| -0.6% | -$323K | 1.57% | 7 |
|
|
2019
Q1 | $52.4M | Sell |
517,324
-383
| -0.1% | -$39.5K | 1.48% | 5 |
|
|
2018
Q4 | $50.5M | Buy |
517,707
+28,781
| +6% | +$3.07M | 1.62% | 5 |
|
|
2018
Q3 | $55.2M | Sell |
488,926
-2,786
| -0.6% | -$316K | 1.52% | 5 |
|
|
2018
Q2 | $51.2M | Buy |
491,712
+937
| +0.2% | +$103K | 1.44% | 10 |
|
|
2018
Q1 | $54M | Sell |
490,775
-36,822
| -7% | -$4.17M | 1.49% | 5 |
|
|
2017
Q4 | $56.4M | Sell |
527,597
-20,991
| -4% | -$2.13M | 1.52% | 6 |
|
|
2017
Q3 | $52.4M | Sell |
548,588
-24,601
| -4% | -$2.27M | 1.45% | 7 |
|
|
2017
Q2 | $52.4M | Buy |
573,189
+22,828
| +4% | +$1.97M | 1.49% | 7 |
|
|
2017
Q1 | $48.3M | Sell |
550,361
-87,093
| -14% | -$7.68M | 1.39% | 11 |
|
|
2016
Q4 | $55M | Sell |
637,454
-48,279
| -7% | -$3.68M | 1.65% | 6 |
|
|
2016
Q3 | $45.7M | Sell |
685,733
-15,224
| -2% | -$993K | 1.38% | 12 |
|
|
2016
Q2 | $43.6M | Sell |
700,957
-54,339
| -7% | -$3.39M | 1.39% | 13 |
|
|
2016
Q1 | $44.7M | Sell |
755,296
-17,105
| -2% | -$999K | 1.33% | 14 |
|
|
2015
Q4 | $51M | Sell |
772,401
-31,144
| -4% | -$2.03M | 1.55% | 11 |
|
|
2015
Q3 | $49M | Buy |
803,545
+745
| +0.1% | +$48.8K | 1.53% | 11 |
|
|
2015
Q2 | $54.4M | Sell |
802,800
-6,457
| -0.8% | -$422K | 1.48% | 15 |
|
|
2015
Q1 | $49M | Sell |
809,257
-3,131
| -0.4% | -$185K | 1.37% | 22 |
|
|
2014
Q4 | $50.8M | Sell |
812,388
-1,615
| -0.2% | -$97.2K | 1.42% | 20 |
|
|
2014
Q3 | $49M | Sell |
814,003
-37,455
| -4% | -$2.19M | 1.41% | 15 |
|
|
2014
Q2 | $49.1M | Sell |
851,458
-13,623
| -2% | -$766K | 1.4% | 17 |
|
|
2014
Q1 | $52.5M | Sell |
865,081
-60,171
| -7% | -$3.48M | 1.52% | 11 |
|
|
2013
Q4 | $54.1M | Sell |
925,252
-75,537
| -8% | -$4.14M | 1.57% | 9 |
|
|
2013
Q3 | $51.7M | Sell |
1,000,789
-13,770
| -1% | -$739K | 1.58% | 8 |
|
|
2013
Q2 | $53.6M | Buy |
+1,014,559
| New | +$51.6M | 1.75% | 6 |
|
Other funds holding JPM
Todd Asset Management's JPM Position: Q2 2026 in Review
Todd Asset Management increased its JPMorgan Chase (JPM) stake by 8.9% in Q2 2026, buying an estimated $6.21M and bringing the position to 244,161 shares worth $79.9M. The position accounts for 1.42% of the portfolio, ranked #16.
Todd Asset Management first reported a position in JPM in Q2 2013 and has held it in 53 quarters since. 2,798 funds tracked by Wall St. Rank hold JPM as of Q2 2026.
- Todd Asset Management held 244,161 shares of JPMorgan Chase worth $79.9M as of Q2 2026.
- Todd Asset Management bought 19,994 JPMorgan Chase shares in Q2 2026, an estimated $6.21M.
- JPMorgan Chase made up 1.42% of Todd Asset Management's portfolio in Q2 2026, its #16 holding.
- Todd Asset Management first reported a position in JPMorgan Chase in Q2 2013 and has held it in 53 quarters since.
- 2,798 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.
Based on Todd Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.