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White Pine Investment Company’s JPMorgan Chase JPM Stock Holding History

White Pine Investment Company’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 		$9.38M Sell
28,657
-257
-0.9% -$79.8K 2% 20
2026
Q1 		$8.51M Sell
28,914
-1,273
-4% -$386K 1.98% 20
2025
Q4 		$9.73M Sell
30,187
-1,562
-5% -$484K 2.29% 17
2025
Q3 		$10M Sell
31,749
-770
-2% -$229K 2.38% 13
2025
Q2 		$9.43M Sell
32,519
-1,612
-5% -$411K 2.35% 11
2025
Q1 		$8.37M Sell
34,131
-2,185
-6% -$557K 2.25% 15
2024
Q4 		$8.71M Sell
36,316
-1,367
-4% -$318K 2.35% 14
2024
Q3 		$7.95M Buy
37,683
+357
+1% +$75.2K 2.18% 17
2024
Q2 		$7.55M Buy
37,326
+645
+2% +$126K 2.22% 16
2024
Q1 		$7.35M Sell
36,681
-1,045
-3% -$189K 2.17% 16
2023
Q4 		$6.42M Sell
37,726
-1,477
-4% -$224K 2.07% 20
2023
Q3 		$5.68M Sell
39,203
-166
-0.4% -$24.9K 2% 20
2023
Q2 		$5.73M Sell
39,369
-157
-0.4% -$21.6K 1.98% 22
2023
Q1 		$5.15M Buy
39,526
+154
+0.4% +$21.1K 1.85% 22
2022
Q4 		$5.28M Sell
39,372
-223
-0.6% -$28.3K 2.01% 21
2022
Q3 		$4.14M Sell
39,595
-844
-2% -$96.9K 1.71% 26
2022
Q2 		$4.55M Buy
40,439
+105
+0.3% +$13K 1.8% 24
2022
Q1 		$5.5M Buy
40,334
+45
+0.1% +$6.64K 1.87% 21
2021
Q4 		$6.38M Sell
40,289
-1,040
-3% -$171K 2.12% 17
2021
Q3 		$6.76M Sell
41,329
-1,417
-3% -$222K 2.37% 15
2021
Q2 		$6.65M Buy
42,746
+356
+0.8% +$55.9K 2.29% 16
2021
Q1 		$6.45M Sell
42,390
-425
-1% -$61.1K 2.4% 15
2020
Q4 		$5.44M Buy
42,815
+1,706
+4% +$191K 2.2% 19
2020
Q3 		$3.96M Sell
41,109
-555
-1% -$54.5K 1.82% 24
2020
Q2 		$3.92M Sell
41,664
-1,368
-3% -$130K 1.93% 23
2020
Q1 		$3.87M Buy
43,032
+375
+0.9% +$45.6K 2.22% 20
2019
Q4 		$5.95M Sell
42,657
-511
-1% -$65.5K 2.44% 16
2019
Q3 		$5.08M Sell
43,168
-155
-0.4% -$17.5K 2.31% 19
2019
Q2 		$4.84M Buy
43,323
+168
+0.4% +$18.5K 2.29% 20
2019
Q1 		$4.37M Buy
43,155
+495
+1% +$51K 2.19% 21
2018
Q4 		$4.16M Buy
42,660
+520
+1% +$55.4K 2.23% 18
2018
Q3 		$4.75M Sell
42,140
-400
-0.9% -$45.4K 2.28% 19
2018
Q2 		$4.43M Sell
42,540
-800
-2% -$87.8K 2.3% 22
2018
Q1 		$4.77M Sell
43,340
-520
-1% -$58.9K 2.33% 17
2017
Q4 		$4.69M Sell
43,860
-290
-0.7% -$29.4K 2.32% 18
2017
Q3 		$4.22M Buy
44,150
+240
+0.5% +$22.1K 2.24% 17
2017
Q2 		$4.01M Buy
43,910
+749
+2% +$64.6K 2.14% 18
2017
Q1 		$3.79M Sell
43,161
-532
-1% -$46.9K 2.04% 23
2016
Q4 		$3.77M Sell
43,693
-280
-0.6% -$21.4K 2.04% 20
2016
Q3 		$2.93M Buy
43,973
+1,600
+4% +$104K 1.72% 29
2016
Q2 		$2.63M Buy
42,373
+589
+1% +$36.8K 1.58% 29
2016
Q1 		$2.47M Buy
41,784
+940
+2% +$54.9K 1.51% 32
2015
Q4 		$2.7M Buy
40,844
+12,260
+43% +$798K 1.66% 28
2015
Q3 		$1.74M Buy
28,584
+1,365
+5% +$89.4K 1.12% 37
2015
Q2 		$1.84M Hold
27,219
– – 1.07% 38
2015
Q1 		$1.65M Sell
27,219
-128
-0.5% -$7.58K 0.94% 38
2014
Q4 		$1.71M Sell
27,347
-150
-0.5% -$9.03K 1% 34
2014
Q3 		$1.66M Sell
27,497
-1,000
-4% -$58.5K 1% 34
2014
Q2 		$1.64M Sell
28,497
-650
-2% -$36.5K 0.99% 35
2014
Q1 		$1.77M Hold
29,147
– – 1.13% 35
2013
Q4 		$1.71M Hold
29,147
– – 1.17% 33
2013
Q3 		$1.51M Sell
29,147
-128
-0.4% -$6.87K 1.14% 32
2013
Q2 		$1.54M Buy
+29,275
New +$1.49M 1.23% 31

Other funds holding JPM

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 22.94% 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
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
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

White Pine Investment Company's JPM Position: Q2 2026 in Review

White Pine Investment Company reduced its JPMorgan Chase (JPM) stake by 0.89% in Q2 2026, selling an estimated $79.8K and leaving 28,657 shares worth $9.38M. The position accounts for 2% of the portfolio, ranked #20.

White Pine Investment Company first reported a position in JPM in Q2 2013 and has held it in 53 quarters since. The position peaked at $10M in Q3 2025. 3,032 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • White Pine Investment Company held 28,657 shares of JPMorgan Chase worth $9.38M as of Q2 2026.
  • White Pine Investment Company sold 257 JPMorgan Chase shares in Q2 2026, an estimated $79.8K.
  • JPMorgan Chase made up 2% of White Pine Investment Company's portfolio in Q2 2026, its #20 holding.
  • White Pine Investment Company first reported a position in JPMorgan Chase in Q2 2013 and has held it in 53 quarters since.
  • White Pine Investment Company's JPMorgan Chase position peaked at $10M in Q3 2025.
  • 3,032 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on White Pine Investment Company's 13F filing for Q2 2026, filed 20 Jul 2026.