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Act Two Investors’s JPMorgan Chase JPM Stock Holding History

Act Two Investors’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 		$8.09M Sell
27,491
-796
-3% -$242K 1.78% 15
2025
Q4 		$9.11M Hold
28,287
– – 1.64% 16
2025
Q3 		$8.92M Hold
28,287
– – 1.58% 18
2025
Q2 		$8.2M Hold
28,287
– – 1.67% 17
2025
Q1 		$6.94M Sell
28,287
-45
-0.2% -$11.5K 1.47% 18
2024
Q4 		$6.79M Hold
28,332
– – 1.32% 19
2024
Q3 		$5.97M Hold
28,332
– – 1.13% 18
2024
Q2 		$5.73M Hold
28,332
– – 1.13% 18
2024
Q1 		$5.67M Hold
28,332
– – 1.14% 20
2023
Q4 		$4.82M Buy
28,332
+559
+2% +$84.7K 1.04% 20
2023
Q3 		$4.03M Hold
27,773
– – 1.08% 20
2023
Q2 		$4.04M Buy
27,773
+147
+0.5% +$20.2K 1.13% 19
2023
Q1 		$3.6M Hold
27,626
– – 1.44% 17
2022
Q4 		$3.7M Hold
27,626
– – 3.83% 11
2022
Q3 		$2.89M Hold
27,626
– – 2.92% 11
2022
Q2 		$3.11M Hold
27,626
– – 2.93% 12
2022
Q1 		$3.77M Sell
27,626
-225
-0.8% -$33.2K 2.99% 11
2021
Q4 		$4.41M Sell
27,851
-61
-0.2% -$10K 3.48% 10
2021
Q3 		$4.57M Hold
27,912
– – 1.08% 19
2021
Q2 		$4.34M Sell
27,912
-68
-0.2% -$10.7K 0.85% 20
2021
Q1 		$4.26M Hold
27,980
– – 0.94% 20
2020
Q4 		$3.56M Hold
27,980
– – 0.9% 23
2020
Q3 		$2.69M Hold
27,980
– – 0.87% 23
2020
Q2 		$2.63M Hold
27,980
– – 0.98% 20
2020
Q1 		$2.52M Hold
27,980
– – 1.16% 20
2019
Q4 		$3.9M Buy
27,980
+675
+2% +$86.6K 1.48% 19
2019
Q3 		$3.21M Hold
27,305
– – 1.42% 19
2019
Q2 		$3.05M Buy
27,305
+68
+0.2% +$7.5K 1.59% 22
2019
Q1 		$2.76M Hold
27,237
– – 1.59% 21
2018
Q4 		$2.66M Buy
+27,237
New +$2.9M 1.87% 20

Other funds holding JPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Act Two Investors's JPM Position: Q1 2026 in Review

Act Two Investors reduced its JPMorgan Chase (JPM) stake by 2.8% in Q1 2026, selling an estimated $242K and leaving 27,491 shares worth $8.09M. The position accounts for 1.78% of the portfolio, ranked #15.

Act Two Investors first reported a position in JPM in Q4 2018 and has held it in 30 quarters since. The position peaked at $9.11M in Q4 2025. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Act Two Investors held 27,491 shares of JPMorgan Chase worth $8.09M as of Q1 2026.
  • Act Two Investors sold 796 JPMorgan Chase shares in Q1 2026, an estimated $242K.
  • JPMorgan Chase made up 1.78% of Act Two Investors's portfolio in Q1 2026, its #15 holding.
  • Act Two Investors first reported a position in JPMorgan Chase in Q4 2018 and has held it in 30 quarters since.
  • Act Two Investors's JPMorgan Chase position peaked at $9.11M in Q4 2025.
  • 5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Act Two Investors's 13F filing for Q1 2026, filed 8 May 2026.