TCM
JPM icon

Tufton Capital Management’s JPMorgan Chase JPM Stock Holding History

Tufton Capital 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 		$22.9M Sell
69,812
-1,366
-2% -$424K 3.83% 6
2026
Q1 		$20.9M Sell
71,178
-1,867
-3% -$567K 3.81% 5
2025
Q4 		$23.5M Sell
73,045
-954
-1% -$295K 4.11% 4
2025
Q3 		$23.3M Sell
73,999
-261
-0.4% -$77.6K 4.16% 3
2025
Q2 		$21.5M Sell
74,260
-2,385
-3% -$609K 4.09% 2
2025
Q1 		$18.8M Sell
76,645
-3,385
-4% -$863K 3.62% 3
2024
Q4 		$19.2M Sell
80,030
-639
-0.8% -$149K 3.63% 4
2024
Q3 		$17M Sell
80,669
-2,009
-2% -$423K 3.19% 4
2024
Q2 		$16.7M Sell
82,678
-743
-0.9% -$145K 3.25% 4
2024
Q1 		$16.7M Sell
83,421
-560
-0.7% -$101K 3.28% 4
2023
Q4 		$14.3M Sell
83,981
-2,916
-3% -$442K 3% 4
2023
Q3 		$12.6M Sell
86,897
-135
-0.2% -$20.2K 2.81% 6
2023
Q2 		$12.7M Sell
87,032
-2,642
-3% -$363K 2.73% 5
2023
Q1 		$11.7M Buy
89,674
+467
+0.5% +$64K 2.53% 8
2022
Q4 		$12M Sell
89,207
-721
-0.8% -$91.4K 2.63% 6
2022
Q3 		$9.4M Sell
89,928
-34,215
-28% -$3.93M 2.27% 11
2022
Q2 		$14M Buy
124,143
+857
+0.7% +$106K 2.61% 10
2022
Q1 		$16.8M Sell
123,286
-1,690
-1% -$249K 2.72% 7
2021
Q4 		$19.8M Sell
124,976
-351
-0.3% -$57.6K 3.04% 5
2021
Q3 		$20.5M Sell
125,327
-1,142
-0.9% -$179K 3.47% 4
2021
Q2 		$19.7M Sell
126,469
-4,245
-3% -$667K 3.23% 4
2021
Q1 		$19.9M Sell
130,714
-2,305
-2% -$332K 3.4% 4
2020
Q4 		$16.9M Buy
133,019
+950
+0.7% +$106K 3.12% 6
2020
Q3 		$12.7M Sell
132,069
-1,015
-0.8% -$99.7K 2.63% 8
2020
Q2 		$12.5M Buy
133,084
+131
+0.1% +$12.4K 2.76% 7
2020
Q1 		$12M Buy
132,953
+1,291
+1% +$157K 3.07% 4
2019
Q4 		$18.4M Sell
131,662
-470
-0.4% -$60.3K 3.61% 2
2019
Q3 		$15.6M Sell
132,132
-1,319
-1% -$149K 3.28% 3
2019
Q2 		$14.9M Sell
133,451
-110
-0.1% -$12.1K 3.15% 2
2019
Q1 		$13.5M Buy
133,561
+1,497
+1% +$154K 2.88% 4
2018
Q4 		$12.9M Buy
132,064
+1,415
+1% +$151K 3.16% 3
2018
Q3 		$14.7M Sell
130,649
-6,623
-5% -$752K 3.14% 2
2018
Q2 		$14.3M Sell
137,272
-3,253
-2% -$357K 3.07% 2
2018
Q1 		$15.5M Buy
140,525
+821
+0.6% +$93K 3.05% 3
2017
Q4 		$14.9M Sell
139,704
-1,449
-1% -$147K 2.88% 3
2017
Q3 		$13.5M Sell
141,153
-1,010
-0.7% -$93.1K 2.7% 3
2017
Q2 		$13M Sell
142,163
-18,360
-11% -$1.58M 2.64% 5
2017
Q1 		$14.1M Sell
160,523
-10,357
-6% -$914K 2.78% 3
2016
Q4 		$14.7M Sell
170,880
-6,897
-4% -$526K 2.99% 3
2016
Q3 		$11.8M Sell
177,777
-175
-0.1% -$11.4K 2.39% 6
2016
Q2 		$11.1M Sell
177,952
-5,798
-3% -$362K 2.24% 7
2016
Q1 		$10.9M Sell
183,750
-155
-0.1% -$9.05K 2.71% 6
2015
Q4 		$12.1M Sell
183,905
-1,605
-0.9% -$105K 2.99% 3
2015
Q3 		$11.3M Sell
185,510
-7,112
-4% -$466K 2.49% 5
2015
Q2 		$13.1M Sell
192,622
-15,888
-8% -$1.04M 2.64% 3
2015
Q1 		$12.6M Buy
208,510
+2,390
+1% +$142K 2.32% 8
2014
Q4 		$12.9M Sell
206,120
-4,223
-2% -$254K 2.36% 7
2014
Q3 		$12.7M Sell
210,343
-2,445
-1% -$143K 2.38% 6
2014
Q2 		$12.3M Buy
212,788
+5,475
+3% +$308K 2.48% 4
2014
Q1 		$12.6M Buy
207,313
+647
+0.3% +$37.4K 2.63% 4
2013
Q4 		$12.1M Sell
206,666
-507
-0.2% -$27.8K 2.59% 4
2013
Q3 		$10.7M Sell
207,173
-6,395
-3% -$343K 2.52% 4
2013
Q2 		$11.3M Buy
+213,568
New +$10.9M 2.71% 3

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

Tufton Capital Management's JPM Position: Q2 2026 in Review

Tufton Capital Management reduced its JPMorgan Chase (JPM) stake by 1.9% in Q2 2026, selling an estimated $424K and leaving 69,812 shares worth $22.9M. The position accounts for 3.83% of the portfolio, ranked #6.

Tufton Capital Management first reported a position in JPM in Q2 2013 and has held it in 53 quarters since. The position peaked at $23.5M in Q4 2025. 2,568 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Tufton Capital Management held 69,812 shares of JPMorgan Chase worth $22.9M as of Q2 2026.
  • Tufton Capital Management sold 1,366 JPMorgan Chase shares in Q2 2026, an estimated $424K.
  • JPMorgan Chase made up 3.83% of Tufton Capital Management's portfolio in Q2 2026, its #6 holding.
  • Tufton Capital Management first reported a position in JPMorgan Chase in Q2 2013 and has held it in 53 quarters since.
  • Tufton Capital Management's JPMorgan Chase position peaked at $23.5M in Q4 2025.
  • 2,568 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Tufton Capital Management's 13F filing for Q2 2026, filed 27 Jul 2026.