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White Pine Capital’s JPMorgan Chase JPM Stock Holding History

White Pine Capital’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 		$6.28M Sell
19,172
-103
-0.5% -$32K 1.48% 11
2026
Q1 		$5.67M Sell
19,275
-12
-0.1% -$3.64K 1.54% 11
2025
Q4 		$6.21M Sell
19,287
-45
-0.2% -$13.9K 1.71% 9
2025
Q3 		$6.1M Sell
19,332
-28
-0.1% -$8.33K 1.75% 8
2025
Q2 		$5.61M Buy
19,360
+175
+0.9% +$44.7K 1.78% 7
2025
Q1 		$4.71M Buy
19,185
+275
+1% +$70.1K 1.63% 8
2024
Q4 		$4.53M Sell
18,910
-4
-0% -$932 1.53% 10
2024
Q3 		$3.99M Buy
18,914
+453
+2% +$95.4K 1.36% 14
2024
Q2 		$3.73M Buy
18,461
+204
+1% +$39.9K 1.42% 12
2024
Q1 		$3.5M Buy
18,257
+546
+3% +$98.5K 1.33% 14
2023
Q4 		$3.01M Sell
17,711
-2,179
-11% -$330K 1.16% 14
2023
Q3 		$2.88M Buy
19,890
+925
+5% +$139K 1.16% 16
2023
Q2 		$2.76M Sell
18,965
-2
-0% -$275 1.03% 17
2023
Q1 		$2.47M Buy
18,967
+243
+1% +$33.3K 0.96% 22
2022
Q4 		$2.51M Buy
18,724
+553
+3% +$70.1K 0.98% 21
2022
Q3 		$1.9M Sell
18,171
-45
-0.2% -$5.16K 0.79% 34
2022
Q2 		$2.05M Buy
18,216
+995
+6% +$123K 0.8% 30
2022
Q1 		$2.35M Buy
17,221
+2,752
+19% +$406K 0.73% 36
2021
Q4 		$2.29M Buy
14,469
+241
+2% +$39.6K 0.68% 41
2021
Q3 		$2.33M Sell
14,228
-140
-1% -$21.9K 0.72% 37
2021
Q2 		$2.18M Buy
14,368
+565
+4% +$88.7K 0.65% 40
2021
Q1 		$2.1M Buy
13,803
+300
+2% +$43.2K 0.67% 42
2020
Q4 		$1.72M Buy
13,503
+754
+6% +$84.3K 0.61% 41
2020
Q3 		$1.23M Buy
12,749
+650
+5% +$63.8K 0.5% 55
2020
Q2 		$1.14M Buy
12,099
+559
+5% +$53K 0.48% 58
2020
Q1 		$1.04M Buy
11,540
+135
+1% +$16.4K 0.53% 48
2019
Q4 		$1.59M Sell
11,405
-400
-3% -$51.3K 0.62% 44
2019
Q3 		$1.39M Buy
11,805
+100
+0.9% +$11.3K 0.52% 56
2019
Q2 		$1.31M Hold
11,705
– – 0.49% 56
2019
Q1 		$1.19M Sell
11,705
-1,500
-11% -$155K 0.44% 63
2018
Q4 		$1.29M Sell
13,205
-90
-0.7% -$9.59K 0.53% 50
2018
Q3 		$1.5M Hold
13,295
– – 0.53% 53
2018
Q2 		$1.39M Sell
13,295
-22
-0.2% -$2.41K 0.49% 64
2018
Q1 		$1.46M Hold
13,317
– – 0.54% 48
2017
Q4 		$1.42M Hold
13,317
– – 0.52% 52
2017
Q3 		$1.27K Sell
13,317
-310
-2% -$28.6K ﹤0.01% 66
2017
Q2 		$1.25M Sell
13,627
-300
-2% -$25.9K 0.49% 51
2017
Q1 		$1.22M Sell
13,927
-125
-0.9% -$11K 0.5% 54
2016
Q4 		$1.21M Hold
14,052
– – 0.51% 56
2016
Q3 		$936K Sell
14,052
-50
-0.4% -$3.26K 0.4% 67
2016
Q2 		$876K Buy
14,102
+100
+0.7% +$6.25K 0.37% 75
2016
Q1 		$829K Buy
14,002
+300
+2% +$17.5K 0.35% 80
2015
Q4 		$905K Hold
13,702
– – 0.4% 75
2015
Q3 		$835K Hold
13,702
– – 0.39% 75
2015
Q2 		$928K Sell
13,702
-2,400
-15% -$157K 0.4% 82
2015
Q1 		$975K Sell
16,102
-3,400
-17% -$201K 0.4% 82
2014
Q4 		$1.22M Sell
19,502
-450
-2% -$27.1K 0.41% 79
2014
Q3 		$1.2M Sell
19,952
-50
-0.2% -$2.92K 0.41% 82
2014
Q2 		$1.15M Sell
20,002
-625
-3% -$35.1K 0.4% 81
2014
Q1 		$1.25M Hold
20,627
– – 0.43% 75
2013
Q4 		$1.21M Sell
20,627
-3,500
-15% -$192K 0.42% 72
2013
Q3 		$1.25M Sell
24,127
-4,050
-14% -$217K 0.43% 76
2013
Q2 		$1.49M Buy
+28,177
New +$1.43M 0.52% 63

Other funds holding JPM

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

White Pine Capital's JPM Position: Q2 2026 in Review

White Pine Capital reduced its JPMorgan Chase (JPM) stake by 0.53% in Q2 2026, selling an estimated $32K and leaving 19,172 shares worth $6.28M. The position accounts for 1.48% of the portfolio, ranked #11.

White Pine Capital first reported a position in JPM in Q2 2013 and has held it in 53 quarters since. 3,179 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • White Pine Capital held 19,172 shares of JPMorgan Chase worth $6.28M as of Q2 2026.
  • White Pine Capital sold 103 JPMorgan Chase shares in Q2 2026, an estimated $32K.
  • JPMorgan Chase made up 1.48% of White Pine Capital's portfolio in Q2 2026, its #11 holding.
  • White Pine Capital first reported a position in JPMorgan Chase in Q2 2013 and has held it in 53 quarters since.
  • 3,179 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on White Pine Capital's 13F filing for Q2 2026, filed 5 Aug 2026.