Advisors Capital Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $129M | Buy |
438,486
+7,625
| +2% | +$2.31M | 1.5% | 8 |
|
|
2025
Q4 | $139M | Buy |
430,861
+4,378
| +1% | +$1.36M | 1.63% | 8 |
|
|
2025
Q3 | $135M | Buy |
426,483
+3,500
| +0.8% | +$1.04M | 1.67% | 7 |
|
|
2025
Q2 | $123M | Sell |
422,983
-21,688
| -5% | -$5.53M | 1.68% | 6 |
|
|
2025
Q1 | $109M | Buy |
444,671
+2,647
| +0.6% | +$675K | 1.69% | 6 |
|
|
2024
Q4 | $106M | Buy |
442,024
+383
| +0.1% | +$89.2K | 1.67% | 6 |
|
|
2024
Q3 | $93.1M | Buy |
441,641
+1,384
| +0.3% | +$292K | 1.52% | 7 |
|
|
2024
Q2 | $89M | Buy |
440,257
+4,513
| +1% | +$882K | 1.55% | 8 |
|
|
2024
Q1 | $87.3M | Buy |
435,744
+35,403
| +9% | +$6.39M | 1.6% | 6 |
|
|
2023
Q4 | $68.1M | Buy |
400,341
+20,156
| +5% | +$3.05M | 1.39% | 9 |
|
|
2023
Q3 | $55.1M | Buy |
380,185
+4,429
| +1% | +$664K | 1.4% | 10 |
|
|
2023
Q2 | $54.6M | Buy |
375,756
+4,953
| +1% | +$681K | 1.3% | 11 |
|
|
2023
Q1 | $48.3M | Buy |
370,803
+5,710
| +2% | +$782K | 1.25% | 11 |
|
|
2022
Q4 | $49M | Buy |
365,093
+7,925
| +2% | +$1M | 1.33% | 12 |
|
|
2022
Q3 | $47.8M | Buy |
357,168
+35,570
| +11% | +$4.08M | 1.28% | 15 |
|
|
2022
Q2 | $36.2M | Buy |
321,598
+26,058
| +9% | +$3.23M | 1.1% | 21 |
|
|
2022
Q1 | $40.3M | Buy |
295,540
+15,731
| +6% | +$2.32M | 1.1% | 21 |
|
|
2021
Q4 | $44.3M | Buy |
279,809
+14,345
| +5% | +$2.36M | 1.2% | 16 |
|
|
2021
Q3 | $43.5M | Buy |
265,464
+9,130
| +4% | +$1.43M | 1.33% | 13 |
|
|
2021
Q2 | $39.9M | Buy |
256,334
+1,869
| +0.7% | +$294K | 1.26% | 14 |
|
|
2021
Q1 | $38.7M | Sell |
254,465
-11,795
| -4% | -$1.7M | 1.36% | 15 |
|
|
2020
Q4 | $33.8M | Buy |
266,260
+15,143
| +6% | +$1.69M | 1.29% | 13 |
|
|
2020
Q3 | $24.2M | Buy |
251,117
+870
| +0.3% | +$85.4K | 1.13% | 26 |
|
|
2020
Q2 | $23.5M | Buy |
250,247
+19,093
| +8% | +$1.81M | 1.17% | 25 |
|
|
2020
Q1 | $20.8M | Buy |
231,154
+15,659
| +7% | +$1.9M | 1.32% | 21 |
|
|
2019
Q4 | $30M | Buy |
215,495
+18,692
| +9% | +$2.4M | 1.4% | 14 |
|
|
2019
Q3 | $23.2M | Buy |
196,803
+9,474
| +5% | +$1.07M | 1.26% | 17 |
|
|
2019
Q2 | $20.9M | Buy |
187,329
+3,941
| +2% | +$435K | 1.24% | 14 |
|
|
2019
Q1 | $19.2M | Sell |
183,388
-1,912
| -1% | -$197K | 1.2% | 13 |
|
|
2018
Q4 | $18.1M | Buy |
185,300
+6,847
| +4% | +$730K | 1.32% | 10 |
|
|
2018
Q3 | $20.1M | Sell |
178,453
-183
| -0.1% | -$20.8K | 1.32% | 16 |
|
|
2018
Q2 | $18.6M | Buy |
178,636
+4,079
| +2% | +$447K | 1.28% | 18 |
|
|
2018
Q1 | $19.2M | Buy |
174,557
+4,579
| +3% | +$518K | 1.45% | 13 |
|
|
2017
Q4 | $18.2M | Sell |
169,978
-2,960
| -2% | -$300K | 1.44% | 14 |
|
|
2017
Q3 | $16.5M | Sell |
172,938
-342
| -0.2% | -$31.5K | 1.34% | 20 |
|
|
2017
Q2 | $15.8M | Sell |
173,280
-146
| -0.1% | -$12.6K | 1.3% | 20 |
|
|
2017
Q1 | $15.2M | Sell |
173,426
-10,803
| -6% | -$953K | 1.31% | 18 |
|
|
2016
Q4 | $15.9M | Buy |
184,229
+1,928
| +1% | +$147K | 1.52% | 15 |
|
|
2016
Q3 | $12.1M | Buy |
182,301
+1,609
| +0.9% | +$105K | 1.19% | 23 |
|
|
2016
Q2 | $11.2M | Sell |
180,692
-16,145
| -8% | -$1.01M | 1.15% | 25 |
|
|
2016
Q1 | $11.7M | Sell |
196,837
-46,871
| -19% | -$2.74M | 1.18% | 26 |
|
|
2015
Q4 | $16.1M | Buy |
243,708
+59,471
| +32% | +$3.87M | 1.62% | 12 |
|
|
2015
Q3 | $11.2M | Buy |
184,237
+47,343
| +35% | +$3.1M | 1.23% | 23 |
|
|
2015
Q2 | $9.28M | Buy |
136,894
+11,948
| +10% | +$780K | 1.01% | 36 |
|
|
2015
Q1 | $7.57M | Buy |
124,946
+6,866
| +6% | +$407K | 0.85% | 38 |
|
|
2014
Q4 | $7.39M | Sell |
118,080
-3,998
| -3% | -$241K | 0.9% | 38 |
|
|
2014
Q3 | $7.35M | Buy |
122,078
+18,704
| +18% | +$1.09M | 0.94% | 38 |
|
|
2014
Q2 | $5.96M | Buy |
103,374
+9,702
| +10% | +$545K | 0.8% | 48 |
|
|
2014
Q1 | $5.69M | Buy |
93,672
+9,465
| +11% | +$547K | 0.87% | 41 |
|
|
2013
Q4 | $4.92M | Buy |
84,207
+9,250
| +12% | +$507K | 0.83% | 40 |
|
|
2013
Q3 | $3.88M | Buy |
74,957
+9,092
| +14% | +$488K | 0.8% | 41 |
|
|
2013
Q2 | $3.48M | Buy |
+65,865
| New | +$3.35M | 0.78% | 40 |
|
Other funds holding JPM
VCM
VPM
Advisors Capital Management's JPM Position: Q1 2026 in Review
Advisors Capital Management increased its JPMorgan Chase (JPM) stake by 1.8% in Q1 2026, buying an estimated $2.31M and bringing the position to 438,486 shares worth $129M. The position accounts for 1.5% of the portfolio, ranked #8.
Advisors Capital Management first reported a position in JPM in Q2 2013 and has held it in 52 quarters since. The position peaked at $139M in Q4 2025. 5,057 funds tracked by Wall St. Rank hold JPM as of Q1 2026.
- Advisors Capital Management held 438,486 shares of JPMorgan Chase worth $129M as of Q1 2026.
- Advisors Capital Management bought 7,625 JPMorgan Chase shares in Q1 2026, an estimated $2.31M.
- JPMorgan Chase made up 1.5% of Advisors Capital Management's portfolio in Q1 2026, its #8 holding.
- Advisors Capital Management first reported a position in JPMorgan Chase in Q2 2013 and has held it in 52 quarters since.
- Advisors Capital Management's JPMorgan Chase position peaked at $139M in Q4 2025.
- 5,057 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.
Based on Advisors Capital Management's 13F filing for Q1 2026, filed 1 May 2026.