Account Management’s JPMorgan Chase JPM Stock Holding History

Account 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 Q1	$3.97M	Hold	13,513	–	–	4.36%	7
2025 Q4	$4.35M	Hold	13,513	–	–	4.67%	7
2025 Q3	$4.26M	Hold	13,513	–	–	4.54%	7
2025 Q2	$3.92M	Sell	13,513 -550	-4%	-$140K	4.3%	8
2025 Q1	$3.45M	Hold	14,063	–	–	3.8%	9
2024 Q4	$3.37M	Sell	14,063 -5,602	-28%	-$1.3M	3.95%	9
2024 Q3	$4.15M	Sell	19,665 -2,050	-9%	-$432K	4.93%	8
2024 Q2	$4.39M	Sell	21,715 -500	-2%	-$97.8K	4.98%	8
2024 Q1	$4.45M	Hold	22,215	–	–	4.81%	8
2023 Q4	$3.78M	Hold	22,215	–	–	4.52%	8
2023 Q3	$3.22M	Sell	22,215 -3,025	-12%	-$453K	4.46%	9
2023 Q2	$3.67M	Sell	25,240 -2,550	-9%	-$351K	4.92%	8
2023 Q1	$3.62M	Hold	27,790	–	–	4.63%	9
2022 Q4	$3.73M	Sell	27,790 -3,000	-10%	-$380K	5.33%	8
2022 Q3	$3.22M	Sell	30,790 -290	-0.9%	-$33.3K	4.37%	9
2022 Q2	$3.5M	Sell	31,080 -47	-0.2%	-$5.82K	4.26%	9
2022 Q1	$4.24M	Buy	31,127 +2,650	+9%	+$391K	4.15%	8
2021 Q4	$4.51M	Buy	+28,477	New	+$4.68M	3.89%	8
2020 Q3	$2.72M	Hold	28,237	–	–	4.16%	7
2020 Q2	$2.66M	Buy	+28,237	New	+$2.68M	4.38%	8

Other funds holding JPM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Account Management's JPM Position: Q1 2026 in Review

Account Management held its JPMorgan Chase (JPM) position steady in Q1 2026 at 13,513 shares worth $3.97M. The position accounts for 4.36% of the portfolio, ranked #7.

Account Management first reported a position in JPM in Q2 2020 and has held it in 20 quarters since. The position peaked at $4.51M in Q4 2021. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Account Management held 13,513 shares of JPMorgan Chase worth $3.97M as of Q1 2026.
Account Management left its JPMorgan Chase share count unchanged in Q1 2026.
JPMorgan Chase made up 4.36% of Account Management's portfolio in Q1 2026, its #7 holding.
Account Management first reported a position in JPMorgan Chase in Q2 2020 and has held it in 20 quarters since.
Account Management's JPMorgan Chase position peaked at $4.51M in Q4 2021.
5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Account Management's 13F filing for Q1 2026, filed 1 May 2026.