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Whitney & Co’s JPMorgan Chase JPM Stock Holding History

Whitney & Co’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 		$32.5M Sell
99,281
-31
-0% -$9.63K 2.37% 11
2026
Q1 		$29.2M Sell
99,312
-239
-0.2% -$72.5K 2.43% 11
2025
Q4 		$32.1M Buy
99,551
+9,219
+10% +$2.85M 2.55% 10
2025
Q3 		$28.5M Sell
90,332
-2,161
-2% -$643K 2.58% 10
2025
Q2 		$26.8M Sell
92,493
-1,207
-1% -$308K 2.65% 9
2025
Q1 		$23M Sell
93,700
-9,015
-9% -$2.3M 2.44% 8
2024
Q4 		$24.6M Sell
102,715
-979
-0.9% -$228K 2.59% 9
2024
Q3 		$21.9M Buy
103,694
+21
+0% +$4.42K 2.34% 8
2024
Q2 		$21M Sell
103,673
-2,465
-2% -$482K 2.41% 9
2024
Q1 		$21.3M Sell
106,138
-443
-0.4% -$79.9K 2.53% 8
2023
Q4 		$18.1M Sell
106,581
-100
-0.1% -$15.2K 2.35% 11
2023
Q3 		$15.5M Sell
106,681
-655
-0.6% -$98.2K 2.32% 12
2023
Q2 		$15.6M Buy
107,336
+1,205
+1% +$166K 2.25% 11
2023
Q1 		$13.8M Buy
106,131
+1,655
+2% +$227K 2.19% 10
2022
Q4 		$14M Buy
104,476
+2
+0% +$253 2.57% 10
2022
Q3 		$10.9M Buy
104,474
+564
+0.5% +$64.7K 2.12% 14
2022
Q2 		$11.7M Buy
103,910
+519
+0.5% +$64.3K 2.13% 14
2022
Q1 		$14.1M Buy
103,391
+1,013
+1% +$150K 2.17% 10
2021
Q4 		$16.2M Sell
102,378
-274
-0.3% -$45K 2.38% 10
2021
Q3 		$16.8M Buy
102,652
+452
+0.4% +$70.9K 2.69% 7
2021
Q2 		$15.9M Buy
102,200
+1,385
+1% +$218K 2.54% 8
2021
Q1 		$15.3M Buy
100,815
+614
+0.6% +$88.3K 2.69% 7
2020
Q4 		$13.2M Sell
100,201
-610
-0.6% -$68.2K 2.13% 12
2020
Q3 		$9.71M Buy
100,811
+809
+0.8% +$79.4K 1.82% 16
2020
Q2 		$9.41M Buy
100,002
+19,698
+25% +$1.87M 1.92% 15
2020
Q1 		$7.23M Buy
80,304
+1,620
+2% +$197K 1.78% 18
2019
Q4 		$11M Buy
78,684
+845
+1% +$108K 2.18% 11
2019
Q3 		$10M Buy
77,839
+2,568
+3% +$290K 2.09% 12
2019
Q2 		$8.41M Buy
75,271
+885
+1% +$97.6K 1.89% 15
2019
Q1 		$8.63M Buy
74,386
+7,346
+11% +$757K 1.95% 15
2018
Q4 		$6.99M Buy
67,040
+7,122
+12% +$759K 1.79% 19
2018
Q3 		$6.73M Buy
59,918
+6,108
+11% +$693K 1.62% 20
2018
Q2 		$5.61M Buy
53,810
+6,834
+15% +$750K 1.5% 26
2018
Q1 		$5.17M Buy
46,976
+3,305
+8% +$374K 1.48% 26
2017
Q4 		$4.67M Buy
43,671
+317
+0.7% +$32.1K 1.35% 31
2017
Q3 		$3.96M Hold
43,354
– – 1.33% 34
2017
Q2 		$3.96M Buy
43,354
+7,720
+22% +$666K 1.3% 35
2017
Q1 		$3.13M Buy
35,634
+2,284
+7% +$201K 1.14% 41
2016
Q4 		$2.88M Buy
33,350
+620
+2% +$47.3K 1.08% 43
2016
Q3 		$2.18M Buy
32,730
+4,646
+17% +$303K 0.87% 49
2016
Q2 		$1.75M Buy
28,084
+1,124
+4% +$70.2K 0.71% 53
2016
Q1 		$1.6M Buy
26,960
+2,425
+10% +$142K 0.68% 52
2015
Q4 		$1.62M Buy
24,535
+280
+1% +$18.2K 0.71% 52
2015
Q3 		$1.48M Buy
24,255
+1,225
+5% +$80.2K 0.67% 56
2015
Q2 		$1.56M Buy
23,030
+65
+0.3% +$4.24K 0.68% 55
2015
Q1 		$1.39M Buy
22,965
+750
+3% +$44.4K 0.62% 59
2014
Q4 		$1.39M Buy
22,215
+100
+0.5% +$6.02K 0.62% 60
2014
Q3 		$1.33M Buy
22,115
+225
+1% +$13.2K 0.61% 59
2014
Q2 		$1.26M Buy
21,890
+4,150
+23% +$233K 0.58% 61
2014
Q1 		$1.08M Sell
17,740
-400
-2% -$23.1K 0.54% 60
2013
Q4 		$1.06M Buy
18,140
+1,140
+7% +$62.5K 0.59% 54
2013
Q3 		$879K Sell
17,000
-650
-4% -$34.9K 0.61% 51
2013
Q2 		$932K Buy
+17,650
New +$897K 0.68% 50

Other funds holding JPM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

Whitney & Co's JPM Position: Q2 2026 in Review

Whitney & Co reduced its JPMorgan Chase (JPM) stake by 0.03% in Q2 2026, selling an estimated $9.63K and leaving 99,281 shares worth $32.5M. The position accounts for 2.37% of the portfolio, ranked #11.

Whitney & Co first reported a position in JPM in Q2 2013 and has held it in 53 quarters since. 2,565 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Whitney & Co held 99,281 shares of JPMorgan Chase worth $32.5M as of Q2 2026.
  • Whitney & Co sold 31 JPMorgan Chase shares in Q2 2026, an estimated $9.63K.
  • JPMorgan Chase made up 2.37% of Whitney & Co's portfolio in Q2 2026, its #11 holding.
  • Whitney & Co first reported a position in JPMorgan Chase in Q2 2013 and has held it in 53 quarters since.
  • 2,565 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Whitney & Co's 13F filing for Q2 2026, filed 28 Jul 2026.