Townsend & Associates
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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
Q3 		– Sell
-1,661
Closed -$563K – 117
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 		$1.42M 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 		$1.62M 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 $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Townsend & Associates's JPM Position: Q3 2026 in Review

Townsend & Associates sold out of JPMorgan Chase (JPM) in Q3 2026, closing a stake of 1,661 shares — an estimated $563K sold.

Townsend & Associates first reported a position in JPM in Q1 2021 and held it in 22 quarters. The position peaked at $4.02M in Q4 2024. 2,413 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Townsend & Associates reported no remaining JPMorgan Chase position as of Q3 2026 after selling out during the quarter.
  • Townsend & Associates sold 1,661 JPMorgan Chase shares in Q3 2026, an estimated $563K.
  • Townsend & Associates first reported a position in JPMorgan Chase in Q1 2021 and held it in 22 quarters.
  • Townsend & Associates's JPMorgan Chase position peaked at $4.02M in Q4 2024.
  • 2,413 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Townsend & Associates's 13F filing for Q3 2026, filed 23 Oct 2026.