Townsend Asset Management
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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
Q3 		$13.9M Sell
41,971
-43
-0.1% -$15K 4.4% 4
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% +$45.2K 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 		$1.42M 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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

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

Townsend Asset Management reduced its JPMorgan Chase (JPM) stake by 0.1% in Q3 2026, selling an estimated $15K and leaving 41,971 shares worth $13.9M. The position accounts for 4.4% of the portfolio, ranked #4.

Townsend Asset Management first reported a position in JPM in Q4 2019 and has held it in 28 quarters since. 3,242 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Townsend Asset Management held 41,971 shares of JPMorgan Chase worth $13.9M as of Q3 2026.
  • Townsend Asset Management sold 43 JPMorgan Chase shares in Q3 2026, an estimated $15K.
  • JPMorgan Chase made up 4.4% of Townsend Asset Management's portfolio in Q3 2026, its #4 holding.
  • Townsend Asset Management first reported a position in JPMorgan Chase in Q4 2019 and has held it in 28 quarters since.
  • 3,242 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Townsend Asset Management's 13F filing for Q3 2026, filed 29 Oct 2026.