TAM
JPM icon

Townsend Asset Management’s JPMorgan Chase JPM Stock Holding History

Townsend 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 		$13.8M Sell
42,014
-268
-0.6% -$83.2K 4.41% 4
2026
Q1 		$12.4M Buy
42,282
+322
+0.8% +$97.7K 4.49% 4
2025
Q4 		$13.5M Sell
41,960
-548
-1% -$170K 4.76% 5
2025
Q3 		$13.4M Sell
42,508
-706
-2% -$210K 4.77% 5
2025
Q2 		$12.5M Sell
43,214
-1,420
-3% -$362K 4.54% 5
2025
Q1 		$10.9M Buy
44,634
+1,050
+2% +$268K 4.22% 6
2024
Q4 		$10.4M Buy
43,584
+723
+2% +$168K 3.82% 5
2024
Q3 		$9.04M Sell
42,861
-517
-1% -$109K 3.35% 7
2024
Q2 		$8.77M Buy
43,378
+837
+2% +$164K 3.4% 7
2024
Q1 		$8.52M Buy
42,541
+1,052
+3% +$190K 3.39% 7
2023
Q4 		$7.06M Buy
41,489
+1,170
+3% +$177K 3.23% 9
2023
Q3 		$5.85M Buy
40,319
+1,464
+4% +$219K 2.95% 10
2023
Q2 		$5.65M Buy
38,855
+329
+0.9% +$45.3K 2.71% 11
2023
Q1 		$5.02M Buy
38,526
+3,716
+11% +$509K 2.6% 11
2022
Q4 		$4.67M Buy
34,810
+3,147
+10% +$399K 2.34% 11
2022
Q3 		$3.31M Sell
31,663
-1,203
-4% -$138K 1.86% 16
2022
Q2 		$3.7M Sell
32,866
-834
-2% -$103K 1.91% 15
2022
Q1 		$4.59M Buy
33,700
+1,117
+3% +$165K 2.25% 12
2021
Q4 		$5.16M Buy
32,583
+519
+2% +$85.2K 2.46% 11
2021
Q3 		$5.25M Buy
32,064
+1,612
+5% +$253K 2.79% 8
2021
Q2 		$4.74M Buy
30,452
+1,734
+6% +$272K 2.63% 9
2021
Q1 		$4.37M Buy
28,718
+2,461
+9% +$354K 2.71% 8
2020
Q4 		$3.34M Buy
26,257
+2,508
+11% +$280K 2.22% 10
2020
Q3 		$2.29M Buy
23,749
+3,314
+16% +$325K 1.86% 15
2020
Q2 		$1.92M Buy
20,435
+4,609
+29% +$437K 1.55% 19
2020
Q1 		$1.43M Buy
15,826
+1,707
+12% +$207K 1.46% 19
2019
Q4 		$1.97M Buy
+14,119
New +$1.81M 1.59% 18

Other funds holding JPM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

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

Townsend Asset Management reduced its JPMorgan Chase (JPM) stake by 0.63% in Q2 2026, selling an estimated $83.2K and leaving 42,014 shares worth $13.8M. The position accounts for 4.41% of the portfolio, ranked #4.

Townsend Asset Management first reported a position in JPM in Q4 2019 and has held it in 27 quarters since. 2,417 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Townsend Asset Management held 42,014 shares of JPMorgan Chase worth $13.8M as of Q2 2026.
  • Townsend Asset Management sold 268 JPMorgan Chase shares in Q2 2026, an estimated $83.2K.
  • JPMorgan Chase made up 4.41% of Townsend Asset Management's portfolio in Q2 2026, its #4 holding.
  • Townsend Asset Management first reported a position in JPMorgan Chase in Q4 2019 and has held it in 27 quarters since.
  • 2,417 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Townsend Asset Management's 13F filing for Q2 2026, filed 24 Jul 2026.