Wendell David Associates’s JPMorgan Chase JPM Stock Holding History

Wendell David Associates’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	$1.27M	Sell	3,875 -125	-3%	-$38.8K	0.13%	86
2026 Q1	$1.18M	Hold	4,000	–	–	0.13%	85
2025 Q4	$1.29M	Hold	4,000	–	–	0.13%	82
2025 Q3	$1.26M	Hold	4,000	–	–	0.12%	80
2025 Q2	$1.16M	Hold	4,000	–	–	0.12%	85
2025 Q1	$981K	Hold	4,000	–	–	0.1%	93
2024 Q4	$959K	Hold	4,000	–	–	0.09%	92
2024 Q3	$844K	Sell	4,000 -522	-12%	-$110K	0.08%	98
2024 Q2	$915K	Sell	4,522 -50	-1%	-$9.78K	0.09%	88
2024 Q1	$916K	Buy	4,572 +26	+0.6%	+$4.69K	0.09%	95
2023 Q4	$773K	Hold	4,546	–	–	0.08%	97
2023 Q3	$659K	Sell	4,546 -258	-5%	-$38.7K	0.08%	95
2023 Q2	$699K	Sell	4,804 -75	-2%	-$10.3K	0.08%	97
2023 Q1	$636K	Sell	4,879 -362	-7%	-$49.6K	0.08%	98
2022 Q4	$703K	Sell	5,241 -150	-3%	-$19K	0.09%	98
2022 Q3	$563K	Hold	5,391	–	–	0.08%	99
2022 Q2	$607K	Sell	5,391 -24	-0.4%	-$2.97K	0.08%	102
2022 Q1	$738K	Hold	5,415	–	–	0.08%	99
2021 Q4	$857K	Buy	5,415 +24	+0.4%	+$3.94K	0.09%	99
2021 Q3	$882K	Buy	5,391 +293	+6%	+$45.9K	0.1%	94
2021 Q2	$793K	Buy	5,098 +122	+2%	+$19.2K	0.09%	100
2021 Q1	$757K	Buy	4,976 +387	+8%	+$55.7K	0.09%	97
2020 Q4	$583K	Sell	4,589 -347	-7%	-$38.8K	0.07%	103
2020 Q3	$475K	Hold	4,936	–	–	0.06%	105
2020 Q2	$464K	Sell	4,936 -560	-10%	-$53.1K	0.07%	109
2020 Q1	$495K	Buy	5,496 +603	+12%	+$73.3K	0.08%	98
2019 Q4	$682K	Sell	4,893 -20	-0.4%	-$2.56K	0.09%	102
2019 Q3	$578K	Buy	4,913 +230	+5%	+$26K	0.08%	106
2019 Q2	$524K	Sell	4,683 -279	-6%	-$30.8K	0.08%	111
2019 Q1	$502K	Buy	4,962 +29	+0.6%	+$2.99K	0.08%	110
2018 Q4	$482K	Sell	4,933 -399	-7%	-$42.5K	0.09%	110
2018 Q3	$602K	Hold	5,332	–	–	0.09%	109
2018 Q2	$556K	Hold	5,332	–	–	0.09%	114
2018 Q1	$586K	Buy	5,332 +389	+8%	+$44K	0.11%	112
2017 Q4	$529K	Hold	4,943	–	–	0.09%	118
2017 Q3	$472K	Buy	4,943 +326	+7%	+$30.1K	0.08%	120
2017 Q2	$422K	Buy	4,617 +233	+5%	+$20.1K	0.08%	115
2017 Q1	$385K	Sell	4,384 -700	-14%	-$61.8K	0.07%	115
2016 Q4	$439K	Hold	5,084	–	–	0.09%	110
2016 Q3	$339K	Sell	5,084 -210	-4%	-$13.7K	0.07%	124
2016 Q2	$328K	Sell	5,294 -840	-14%	-$52.5K	0.06%	122
2016 Q1	$362K	Hold	6,134	–	–	0.07%	117
2015 Q4	$405K	Buy	6,134 +2,225	+57%	+$145K	0.08%	119
2015 Q3	$238K	Sell	3,909 -2,259	-37%	-$148K	0.05%	140
2015 Q2	$413K	Hold	6,168	–	–	0.08%	124
2015 Q1	$370K	Hold	6,168	–	–	0.07%	129
2014 Q4	$382K	Hold	6,168	–	–	0.07%	128
2014 Q3	$370K	Hold	6,168	–	–	0.08%	121
2014 Q2	$352K	Sell	6,168 -62	-1%	-$3.49K	0.07%	121
2014 Q1	$380K	Sell	6,230 -88	-1%	-$5.09K	0.08%	118
2013 Q4	$366K	Sell	6,318 -398	-6%	-$21.8K	0.08%	117
2013 Q3	$349K	Buy	6,716 +2,803	+72%	+$150K	0.08%	117
2013 Q2	$207K	Buy	+3,913	New	+$199K	0.05%	132

Other funds holding JPM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Wendell David Associates's JPM Position: Q2 2026 in Review

Wendell David Associates reduced its JPMorgan Chase (JPM) stake by 3.1% in Q2 2026, selling an estimated $38.8K and leaving 3,875 shares worth $1.27M. The position accounts for 0.13% of the portfolio, ranked #86.

Wendell David Associates first reported a position in JPM in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.29M in Q4 2025. 3,092 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Wendell David Associates held 3,875 shares of JPMorgan Chase worth $1.27M as of Q2 2026.
Wendell David Associates sold 125 JPMorgan Chase shares in Q2 2026, an estimated $38.8K.
JPMorgan Chase made up 0.13% of Wendell David Associates's portfolio in Q2 2026, its #86 holding.
Wendell David Associates first reported a position in JPMorgan Chase in Q2 2013 and has held it in 53 quarters since.
Wendell David Associates's JPMorgan Chase position peaked at $1.29M in Q4 2025.
3,092 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Wendell David Associates's 13F filing for Q2 2026, filed 27 Jul 2026.