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Washburn Capital Management’s JPMorgan Chase JPM Stock Holding History

Washburn 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 		$913K Sell
2,789
-1,482
-35% -$460K 0.45% 33
2026
Q1 		$1.26M Buy
4,271
+971
+29% +$295K 0.73% 25
2025
Q4 		$1.06M Buy
3,300
+54
+2% +$16.7K 0.59% 29
2025
Q3 		$1.02M Buy
3,246
+151
+5% +$44.9K 0.57% 30
2025
Q2 		$897K Buy
3,095
+545
+21% +$139K 0.53% 28
2025
Q1 		$626K Buy
2,550
+395
+18% +$101K 0.41% 29
2024
Q4 		$517K Buy
2,155
+485
+29% +$113K 0.32% 30
2024
Q3 		$352K Buy
1,670
+50
+3% +$10.5K 0.25% 33
2024
Q2 		$328K Buy
1,620
+30
+2% +$5.87K 0.23% 33
2024
Q1 		$318K Sell
1,590
-128
-7% -$23.1K 0.24% 35
2023
Q4 		$292K Hold
1,718
– – 0.22% 37
2023
Q3 		$249K Buy
1,718
+25
+1% +$3.75K 0.21% 41
2023
Q2 		$246K Sell
1,693
-805
-32% -$111K 0.21% 40
2023
Q1 		$326K Sell
2,498
-500
-17% -$68.5K 0.28% 43
2022
Q4 		$402K Sell
2,998
-39
-1% -$4.94K 0.37% 35
2022
Q3 		$317K Sell
3,037
-72
-2% -$8.26K 0.3% 41
2022
Q2 		$350K Sell
3,109
-50
-2% -$6.2K 0.3% 45
2022
Q1 		$431K Sell
3,159
-1,119
-26% -$165K 0.28% 44
2021
Q4 		$677K Buy
4,278
+553
+15% +$90.8K 0.4% 34
2021
Q3 		$610K Sell
3,725
-295
-7% -$46.2K 0.4% 39
2021
Q2 		$625K Buy
4,020
+1,102
+38% +$173K 0.42% 39
2021
Q1 		$444K Buy
+2,918
New +$420K 0.3% 48

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

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

Washburn Capital Management reduced its JPMorgan Chase (JPM) stake by 35% in Q2 2026, selling an estimated $460K and leaving 2,789 shares worth $913K. The position accounts for 0.45% of the portfolio, ranked #33.

Washburn Capital Management first reported a position in JPM in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.26M in Q1 2026. 1,967 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Washburn Capital Management held 2,789 shares of JPMorgan Chase worth $913K as of Q2 2026.
  • Washburn Capital Management sold 1,482 JPMorgan Chase shares in Q2 2026, an estimated $460K.
  • JPMorgan Chase made up 0.45% of Washburn Capital Management's portfolio in Q2 2026, its #33 holding.
  • Washburn Capital Management first reported a position in JPMorgan Chase in Q1 2021 and has held it in 22 quarters since.
  • Washburn Capital Management's JPMorgan Chase position peaked at $1.26M in Q1 2026.
  • 1,967 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

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