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Wisconsin Capital Management’s JPMorgan Chase JPM Stock Holding History

Wisconsin 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 		$6.04M Buy
18,448
+183
+1% +$56.8K 2.87% 13
2026
Q1 		$5.37M Sell
18,265
-432
-2% -$131K 2.95% 12
2025
Q4 		$6.02M Buy
18,697
+36
+0.2% +$11.1K 3.05% 11
2025
Q3 		$5.89M Sell
18,661
-200
-1% -$59.5K 3% 12
2025
Q2 		$5.47M Buy
+18,861
New +$4.81M 3.02% 13
2023
Q1 		– Sell
-26,469
Closed -$3.55M – 47
2022
Q4 		$3.55M Sell
26,469
-1,726
-6% -$219K 2.69% 14
2022
Q3 		$2.95M Sell
28,195
-954
-3% -$109K 2.3% 19
2022
Q2 		$3.28M Buy
29,149
+754
+3% +$93.4K 2.2% 19
2022
Q1 		$3.87M Sell
28,395
-15,990
-36% -$2.36M 1.87% 22
2021
Q4 		$7.03M Buy
44,385
+25
+0.1% +$4.11K 2.89% 14
2021
Q3 		$7.26M Sell
44,360
-2,900
-6% -$455K 2.98% 13
2021
Q2 		$7.35M Buy
47,260
+21,975
+87% +$3.45M 2.88% 14
2021
Q1 		$3.85M Sell
25,285
-11,410
-31% -$1.64M 1.59% 26
2020
Q4 		$4.66M Buy
+36,695
New +$4.1M 1.8% 24
2020
Q2 		– Sell
-45,135
Closed -$4.06M – 48
2020
Q1 		$4.06M Buy
45,135
+14,635
+48% +$1.78M 2.67% 18
2019
Q4 		$4.25M Buy
30,500
+6,545
+27% +$839K 2.08% 22
2019
Q3 		$2.82M Buy
23,955
+2,250
+10% +$254K 1.5% 30
2019
Q2 		$2.43M Buy
21,705
+5,955
+38% +$657K 1.3% 33
2019
Q1 		$1.59M Buy
15,750
+1,500
+11% +$155K 1.42% 34
2018
Q4 		$1.39M Buy
+14,250
New +$1.52M 1.47% 33
2014
Q4 		$5.04M Sell
80,451
-325
-0.4% -$19.6K 1.79% 20
2014
Q3 		$4.87M Sell
80,776
-1,000
-1% -$58.5K 1.8% 22
2014
Q2 		$4.71M Sell
81,776
-1,400
-2% -$78.7K 1.73% 22
2014
Q1 		$5.05M Sell
83,176
-4,050
-5% -$234K 1.94% 20
2013
Q4 		$5.1M Sell
87,226
-7,657
-8% -$419K 2.01% 18
2013
Q3 		$4.91M Sell
94,883
-13,519
-12% -$725K 2.09% 16
2013
Q2 		$5.72M Buy
+108,402
New +$5.51M 2.43% 8

Other funds holding JPM

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
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
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

Wisconsin Capital Management increased its JPMorgan Chase (JPM) stake by 1% in Q2 2026, buying an estimated $56.8K and bringing the position to 18,448 shares worth $6.04M. The position accounts for 2.87% of the portfolio, ranked #13.

Wisconsin Capital Management first reported a position in JPM in Q2 2013 and has held it in 27 quarters since. The position peaked at $7.35M in Q2 2021. 2,000 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Wisconsin Capital Management held 18,448 shares of JPMorgan Chase worth $6.04M as of Q2 2026.
  • Wisconsin Capital Management bought 183 JPMorgan Chase shares in Q2 2026, an estimated $56.8K.
  • JPMorgan Chase made up 2.87% of Wisconsin Capital Management's portfolio in Q2 2026, its #13 holding.
  • Wisconsin Capital Management first reported a position in JPMorgan Chase in Q2 2013 and has held it in 27 quarters since.
  • Wisconsin Capital Management's JPMorgan Chase position peaked at $7.35M in Q2 2021.
  • 2,000 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Wisconsin Capital Management's 13F filing for Q2 2026, filed 27 Jul 2026.