Aft Forsyth & Sober’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 | $4M | Hold |
13,600
| – | – | 1.22% | 27 |
|
|
2025
Q4 | $4.38M | Hold |
13,600
| – | – | 1.33% | 23 |
|
|
2025
Q3 | $4.29M | Hold |
13,600
| – | – | 1.33% | 19 |
|
|
2025
Q2 | $3.94M | Buy |
13,600
+200
| +1% | +$51K | 1.33% | 20 |
|
|
2025
Q1 | $3.29M | Buy |
13,400
+100
| +0.8% | +$25.5K | 1.15% | 24 |
|
|
2024
Q4 | $3.19M | Hold |
13,300
| – | – | 1.03% | 24 |
|
|
2024
Q3 | $2.8M | Buy |
13,300
+200
| +2% | +$42.1K | 0.92% | 27 |
|
|
2024
Q2 | $2.65M | Hold |
13,100
| – | – | 0.91% | 32 |
|
|
2024
Q1 | $2.62M | Sell |
13,100
-350
| -3% | -$63.2K | 0.92% | 31 |
|
|
2023
Q4 | $2.29M | Hold |
13,450
| – | – | 0.88% | 32 |
|
|
2023
Q3 | $1.95M | Hold |
13,450
| – | – | 0.82% | 31 |
|
|
2023
Q2 | $1.96M | Buy |
13,450
+350
| +3% | +$48.1K | 0.81% | 28 |
|
|
2023
Q1 | $1.71M | Sell |
13,100
-350
| -3% | -$48K | 0.86% | 31 |
|
|
2022
Q4 | $1.8M | Hold |
13,450
| – | – | 0.81% | 29 |
|
|
2022
Q3 | $1.41M | Hold |
13,450
| – | – | 0.68% | 39 |
|
|
2022
Q2 | $1.51M | Hold |
13,450
| – | – | 0.7% | 36 |
|
|
2022
Q1 | $1.83M | Hold |
13,450
| – | – | 0.72% | 32 |
|
|
2021
Q4 | $2.13M | Hold |
13,450
| – | – | 0.75% | 28 |
|
|
2021
Q3 | $2.2M | Buy |
13,450
+200
| +2% | +$31.4K | 0.83% | 25 |
|
|
2021
Q2 | $2.06M | Hold |
13,250
| – | – | 0.78% | 26 |
|
|
2021
Q1 | $2.02M | Buy |
13,250
+9,250
| +231% | +$1.33M | 0.83% | 22 |
|
|
2020
Q4 | $508K | Buy |
+4,000
| New | +$447K | 0.39% | 43 |
|
|
2020
Q1 | – | Sell |
-625
| Closed | -$87K | – | 49 |
|
|
2019
Q4 | $87K | Buy |
+625
| New | +$80.2K | 0.08% | 49 |
|
|
2016
Q1 | – | Sell |
-525
| Closed | -$35K | – | 32 |
|
|
2015
Q4 | $35K | Hold |
525
| – | – | 0.01% | 33 |
|
|
2015
Q3 | $32K | Hold |
525
| – | – | 0.01% | 33 |
|
|
2015
Q2 | $36K | Hold |
525
| – | – | 0.01% | 32 |
|
|
2015
Q1 | $32K | Hold |
525
| – | – | 0.01% | 33 |
|
|
2014
Q4 | $33K | Hold |
525
| – | – | 0.01% | 32 |
|
|
2014
Q3 | $32K | Hold |
525
| – | – | 0.01% | 31 |
|
|
2014
Q2 | $30K | Hold |
525
| – | – | 0.01% | 29 |
|
|
2014
Q1 | $32K | Hold |
525
| – | – | 0.01% | 20 |
|
|
2013
Q4 | $31K | Hold |
525
| – | – | 0.01% | 31 |
|
|
2013
Q3 | $27K | Hold |
525
| – | – | 0.01% | 31 |
|
|
2013
Q2 | $28K | Buy |
+525
| New | +$26.7K | 0.01% | 29 |
|
Other funds holding JPM
VCM
VPM
Aft Forsyth & Sober's JPM Position: Q1 2026 in Review
Aft Forsyth & Sober held its JPMorgan Chase (JPM) position steady in Q1 2026 at 13,600 shares worth $4M. The position accounts for 1.22% of the portfolio, ranked #27.
Aft Forsyth & Sober first reported a position in JPM in Q2 2013 and has held it in 34 quarters since. The position peaked at $4.38M in Q4 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.
- Aft Forsyth & Sober held 13,600 shares of JPMorgan Chase worth $4M as of Q1 2026.
- Aft Forsyth & Sober left its JPMorgan Chase share count unchanged in Q1 2026.
- JPMorgan Chase made up 1.22% of Aft Forsyth & Sober's portfolio in Q1 2026, its #27 holding.
- Aft Forsyth & Sober first reported a position in JPMorgan Chase in Q2 2013 and has held it in 34 quarters since.
- Aft Forsyth & Sober's JPMorgan Chase position peaked at $4.38M in Q4 2025.
- 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.
Based on Aft Forsyth & Sober's 13F filing for Q1 2026, filed 14 May 2026.