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Venator Management’s JPMorgan Chase JPM Stock Holding History

Venator 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 		$16.5M Buy
50,267
+52
+0.1% +$16.1K 3.71% 10
2026
Q1 		$14.8M Sell
50,215
-5,250
-9% -$1.59M 3.55% 11
2025
Q4 		$17.9M Sell
55,465
-600
-1% -$186K 4.03% 10
2025
Q3 		$17.7M Sell
56,065
-530
-0.9% -$158K 4.21% 10
2025
Q2 		$16.4M Buy
56,595
+25
+0% +$6.38K 4.24% 10
2025
Q1 		$13.9M Sell
56,570
-675
-1% -$172K 4.14% 10
2024
Q4 		$13.7M Sell
57,245
-205
-0.4% -$47.7K 3.95% 10
2024
Q3 		$12.1M Sell
57,450
-1,295
-2% -$273K 3.51% 11
2024
Q2 		$11.9M Sell
58,745
-2,830
-5% -$553K 3.59% 10
2024
Q1 		$12.3M Sell
61,575
-300
-0.5% -$54.1K 3.65% 11
2023
Q4 		$10.5M Sell
61,875
-375
-0.6% -$56.8K 3.48% 11
2023
Q3 		$9.03M Buy
62,250
+15
+0% +$2.25K 3.33% 11
2023
Q2 		$9.05M Sell
62,235
-75
-0.1% -$10.3K 3.3% 11
2023
Q1 		$8.12M Buy
62,310
+535
+0.9% +$73.3K 3.35% 11
2022
Q4 		$8.28M Buy
61,775
+1,042
+2% +$132K 3.77% 11
2022
Q3 		$6.35M Sell
60,733
-565
-0.9% -$64.8K 2.71% 14
2022
Q2 		$6.9M Sell
61,298
-1,613
-3% -$200K 2.85% 13
2022
Q1 		$8.58M Sell
62,911
-7,050
-10% -$1.04M 2.73% 15
2021
Q4 		$11.1M Sell
69,961
-86,141
-55% -$14.1M 3.03% 13
2021
Q3 		$25.6M Buy
156,102
+1,065
+0.7% +$167K 6.86% 6
2021
Q2 		$24.1M Buy
155,037
+27
+0% +$4.24K 6.54% 5
2021
Q1 		$23.6M Buy
155,010
+268
+0.2% +$38.6K 6.98% 5
2020
Q4 		$19.7M Buy
+154,742
New +$17.3M 6.45% 5

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Venator Management's JPM Position: Q2 2026 in Review

Venator Management increased its JPMorgan Chase (JPM) stake by 0.1% in Q2 2026, buying an estimated $16.1K and bringing the position to 50,267 shares worth $16.5M. The position accounts for 3.71% of the portfolio, ranked #10.

Venator Management first reported a position in JPM in Q4 2020 and has held it in 23 quarters since. The position peaked at $25.6M in Q3 2021. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Venator Management held 50,267 shares of JPMorgan Chase worth $16.5M as of Q2 2026.
  • Venator Management bought 52 JPMorgan Chase shares in Q2 2026, an estimated $16.1K.
  • JPMorgan Chase made up 3.71% of Venator Management's portfolio in Q2 2026, its #10 holding.
  • Venator Management first reported a position in JPMorgan Chase in Q4 2020 and has held it in 23 quarters since.
  • Venator Management's JPMorgan Chase position peaked at $25.6M in Q3 2021.
  • 5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Venator Management's 13F filing for Q2 2026, filed 13 Aug 2026.