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Wallington Asset Management’s JPMorgan Chase JPM Stock Holding History

Wallington 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
Q2 		$1.05M Hold
3,218
– – 0.13% 44
2026
Q1 		$947K Sell
3,218
-1,835
-36% -$557K 0.13% 45
2025
Q4 		$1.63M Sell
5,053
-76
-1% -$23.5K 0.21% 44
2025
Q3 		$1.62M Buy
5,129
+142
+3% +$42.2K 0.21% 45
2025
Q2 		$1.45M Buy
4,987
+64
+1% +$16.3K 0.2% 45
2025
Q1 		$1.21M Hold
4,923
– – 0.17% 51
2024
Q4 		$1.18M Sell
4,923
-60
-1% -$14K 0.17% 51
2024
Q3 		$1.05M Buy
4,983
+1,489
+43% +$314K 0.15% 55
2024
Q2 		$707K Sell
3,494
-10
-0.3% -$1.96K 0.11% 60
2024
Q1 		$702K Sell
3,504
-30
-0.8% -$5.41K 0.11% 56
2023
Q4 		$601K Sell
3,534
-520
-13% -$78.8K 0.1% 57
2023
Q3 		$588K Sell
4,054
-180
-4% -$27K 0.11% 59
2023
Q2 		$616K Buy
4,234
+450
+12% +$61.9K 0.11% 58
2023
Q1 		$493K Hold
3,784
– – 0.1% 62
2022
Q4 		$507K Buy
+3,784
New +$479K 0.11% 57
2022
Q1 		– Sell
-100,237
Closed -$15.9M – 76
2021
Q4 		$15.9M Buy
100,237
+461
+0.5% +$75.7K 2.42% 16
2021
Q3 		$16.3M Buy
99,776
+199
+0.2% +$31.2K 2.72% 11
2021
Q2 		$15.5M Buy
99,577
+2,796
+3% +$439K 2.66% 13
2021
Q1 		$14.7M Buy
96,781
+985
+1% +$142K 2.67% 13
2020
Q4 		$12.2M Buy
95,796
+406
+0.4% +$45.4K 2.38% 17
2020
Q3 		$9.18M Buy
95,390
+570
+0.6% +$56K 2.13% 21
2020
Q2 		$8.92M Buy
+94,820
New +$9M 2.21% 19

Other funds holding JPM

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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

Wallington Asset Management's JPM Position: Q2 2026 in Review

Wallington Asset Management held its JPMorgan Chase (JPM) position steady in Q2 2026 at 3,218 shares worth $1.05M. The position accounts for 0.13% of the portfolio, ranked #44.

Wallington Asset Management first reported a position in JPM in Q2 2020 and has held it in 22 quarters since. The position peaked at $16.3M in Q3 2021. 2,702 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Wallington Asset Management held 3,218 shares of JPMorgan Chase worth $1.05M as of Q2 2026.
  • Wallington Asset Management left its JPMorgan Chase share count unchanged in Q2 2026.
  • JPMorgan Chase made up 0.13% of Wallington Asset Management's portfolio in Q2 2026, its #44 holding.
  • Wallington Asset Management first reported a position in JPMorgan Chase in Q2 2020 and has held it in 22 quarters since.
  • Wallington Asset Management's JPMorgan Chase position peaked at $16.3M in Q3 2021.
  • 2,702 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Wallington Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.