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Wedge Capital Management’s JPMorgan Chase JPM Stock Holding History

Wedge 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 		$841K Sell
2,570
-243
-9% -$75.5K 0.01% 427
2026
Q1 		$827K Buy
2,813
+129
+5% +$39.1K 0.02% 451
2025
Q4 		$865K Buy
2,684
+49
+2% +$15.2K 0.02% 441
2025
Q3 		$831K Hold
2,635
– – 0.01% 448
2025
Q2 		$764K Sell
2,635
-1,657
-39% -$423K 0.01% 459
2025
Q1 		$1.05M Sell
4,292
-92
-2% -$23.5K 0.02% 423
2024
Q4 		$1.05M Hold
4,384
– – 0.02% 413
2024
Q3 		$924K Buy
4,384
+61
+1% +$12.8K 0.02% 424
2024
Q2 		$874K Sell
4,323
-402
-9% -$78.6K 0.02% 407
2024
Q1 		$946K Sell
4,725
-4
-0.1% -$722 0.02% 406
2023
Q4 		$804K Hold
4,729
– – 0.01% 380
2023
Q3 		$686K Hold
4,729
– – 0.01% 381
2023
Q2 		$688K Buy
4,729
+2,290
+94% +$315K 0.01% 466
2023
Q1 		$318K Sell
2,439
-2,487
-50% -$341K 0.01% 347
2022
Q4 		$661K Sell
4,926
-68
-1% -$8.62K 0.01% 300
2022
Q3 		$522K Buy
4,994
+141
+3% +$16.2K 0.01% 309
2022
Q2 		$546K Buy
4,853
+96
+2% +$11.9K 0.01% 311
2022
Q1 		$648K Buy
4,757
+134
+3% +$19.8K 0.01% 302
2021
Q4 		$732K Sell
4,623
-96
-2% -$15.8K 0.01% 305
2021
Q3 		$772K Sell
4,719
-72
-2% -$11.3K 0.01% 303
2021
Q2 		$745K Sell
4,791
-1,288
-21% -$202K 0.01% 300
2021
Q1 		$925K Buy
6,079
+96
+2% +$13.8K 0.01% 319
2020
Q4 		$760K Hold
5,983
– – 0.01% 355
2020
Q3 		$576K Hold
5,983
– – 0.01% 358
2020
Q2 		$563K Sell
5,983
-215,512
-97% -$20.4M 0.01% 351
2020
Q1 		$19.9M Sell
221,495
-14,044
-6% -$1.71M 0.34% 107
2019
Q4 		$32.8M Sell
235,539
-20,628
-8% -$2.65M 0.37% 98
2019
Q3 		$30.1M Sell
256,167
-1,323
-0.5% -$150K 0.35% 107
2019
Q2 		$28.8M Buy
257,490
+1,258
+0.5% +$139K 0.33% 113
2019
Q1 		$25.9M Sell
256,232
-3,704
-1% -$382K 0.3% 117
2018
Q4 		$25.4M Sell
259,936
-29,896
-10% -$3.19M 0.31% 111
2018
Q3 		$32.7M Sell
289,832
-6,758
-2% -$767K 0.31% 108
2018
Q2 		$30.9M Sell
296,590
-6,022
-2% -$661K 0.3% 95
2018
Q1 		$33.3M Sell
302,612
-22,451
-7% -$2.54M 0.32% 99
2017
Q4 		$34.8M Sell
325,063
-31,423
-9% -$3.18M 0.31% 92
2017
Q3 		$34M Sell
356,486
-1,658
-0.5% -$153K 0.32% 101
2017
Q2 		$32.7M Sell
358,144
-4,137
-1% -$357K 0.31% 104
2017
Q1 		$31.8M Sell
362,281
-2,478
-0.7% -$219K 0.3% 107
2016
Q4 		$31.5M Sell
364,759
-27,246
-7% -$2.08M 0.31% 103
2016
Q3 		$26.1M Sell
392,005
-3,169
-0.8% -$207K 0.26% 114
2016
Q2 		$24.6M Sell
395,174
-5,944
-1% -$371K 0.25% 109
2016
Q1 		$23.8M Sell
401,118
-22,378
-5% -$1.31M 0.25% 131
2015
Q4 		$28M Sell
423,496
-5,125
-1% -$334K 0.29% 107
2015
Q3 		$26.1M Sell
428,621
-87,050
-17% -$5.7M 0.28% 118
2015
Q2 		$34.9M Sell
515,671
-68,375
-12% -$4.46M 0.34% 104
2015
Q1 		$35.4M Buy
584,046
+19,955
+4% +$1.18M 0.36% 108
2014
Q4 		$35.3M Sell
564,091
-1,475
-0.3% -$88.8K 0.35% 111
2014
Q3 		$34.1M Sell
565,566
-24,455
-4% -$1.43M 0.36% 87
2014
Q2 		$34M Buy
590,021
+60,700
+11% +$3.41M 0.35% 113
2014
Q1 		$32.1M Sell
529,321
-18,875
-3% -$1.09M 0.34% 106
2013
Q4 		$32.1M Buy
548,196
+3,550
+0.7% +$194K 0.34% 107
2013
Q3 		$28.2M Buy
544,646
+49,570
+10% +$2.66M 0.32% 118
2013
Q2 		$26.1M Buy
+495,076
New +$25.2M 0.31% 120

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

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

Wedge Capital Management reduced its JPMorgan Chase (JPM) stake by 8.6% in Q2 2026, selling an estimated $75.5K and leaving 2,570 shares worth $841K. The position accounts for 0.01% of the portfolio, ranked #427.

Wedge Capital Management first reported a position in JPM in Q2 2013 and has held it in 53 quarters since. The position peaked at $35.4M in Q1 2015. 1,772 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Wedge Capital Management held 2,570 shares of JPMorgan Chase worth $841K as of Q2 2026.
  • Wedge Capital Management sold 243 JPMorgan Chase shares in Q2 2026, an estimated $75.5K.
  • JPMorgan Chase made up 0.01% of Wedge Capital Management's portfolio in Q2 2026, its #427 holding.
  • Wedge Capital Management first reported a position in JPMorgan Chase in Q2 2013 and has held it in 53 quarters since.
  • Wedge Capital Management's JPMorgan Chase position peaked at $35.4M in Q1 2015.
  • 1,772 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Wedge Capital Management's 13F filing for Q2 2026, filed 10 Jul 2026.