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Townsend & Associates’s JPMorgan Chase JPM Stock Holding History

Townsend & Associates’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 		$563K Hold
1,661
– – 0.05% 81
2026
Q1 		$520K Hold
1,661
– – 0.04% 80
2025
Q4 		$514K Buy
1,661
+18
+1% +$5.57K 0.05% 80
2025
Q3 		$489K Hold
1,643
– – 0.05% 83
2025
Q2 		$491K Sell
1,643
-8,446
-84% -$2.16M 0.05% 79
2025
Q1 		$2.31M Sell
10,089
-5,209
-34% -$1.33M 0.24% 49
2024
Q4 		$4.02M Sell
15,298
-358
-2% -$83.4K 0.41% 43
2024
Q3 		$3.5M Buy
15,656
+167
+1% +$35.2K 0.36% 44
2024
Q2 		$3.29M Sell
15,489
-406
-3% -$79.4K 0.36% 41
2024
Q1 		$3.05M Sell
15,895
-484
-3% -$87.3K 0.36% 43
2023
Q4 		$2.79M Buy
16,379
+20
+0.1% +$3.03K 0.35% 43
2023
Q3 		$2.22M Sell
16,359
-3,369
-17% -$505K 0.47% 43
2023
Q2 		$3.09M Sell
19,728
-338
-2% -$46.5K 0.8% 43
2023
Q1 		$2.77M Buy
20,066
+1,937
+11% +$265K 1.11% 32
2022
Q4 		$2.58M Buy
18,129
+2,773
+18% +$351K 1.28% 31
2022
Q3 		$2.02M Buy
15,356
+2,732
+22% +$314K 0.93% 35
2022
Q2 		$1.43M Buy
12,624
+1,108
+10% +$137K 0.66% 54
2022
Q1 		$1.54M Buy
11,516
+1,111
+11% +$164K 0.71% 56
2021
Q4 		$1.64M Buy
10,405
+161
+2% +$26.4K 0.9% 49
2021
Q3 		$1.71M Buy
10,244
+20
+0.2% +$3.14K 0.84% 41
2021
Q2 		$1.61M Buy
10,224
+205
+2% +$32.2K 0.94% 42
2021
Q1 		$1.52M Buy
+10,019
New +$1.44M 0.99% 42

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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

Townsend & Associates's JPM Position: Q2 2026 in Review

Townsend & Associates held its JPMorgan Chase (JPM) position steady in Q2 2026 at 1,661 shares worth $563K. The position accounts for 0.05% of the portfolio, ranked #81.

Townsend & Associates first reported a position in JPM in Q1 2021 and has held it in 22 quarters since. The position peaked at $4.02M in Q4 2024. 2,568 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Townsend & Associates held 1,661 shares of JPMorgan Chase worth $563K as of Q2 2026.
  • Townsend & Associates left its JPMorgan Chase share count unchanged in Q2 2026.
  • JPMorgan Chase made up 0.05% of Townsend & Associates's portfolio in Q2 2026, its #81 holding.
  • Townsend & Associates first reported a position in JPMorgan Chase in Q1 2021 and has held it in 22 quarters since.
  • Townsend & Associates's JPMorgan Chase position peaked at $4.02M in Q4 2024.
  • 2,568 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Townsend & Associates's 13F filing for Q2 2026, filed 22 Jul 2026.