Aldebaran Capital’s JPMorgan Chase JPM Stock Holding History

Aldebaran Capital’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	$3.32M	Hold	11,282	–	–	2.54%	15
2025 Q4	$3.64M	Sell	11,282 -200	-2%	-$61.9K	3.26%	10
2025 Q3	$3.62M	Sell	11,482 -425	-4%	-$126K	3.33%	11
2025 Q2	$3.45M	Hold	11,907	–	–	3.41%	10
2025 Q1	$2.92M	Hold	11,907	–	–	2.76%	12
2024 Q4	$2.85M	Hold	11,907	–	–	2.71%	12
2024 Q3	$2.51M	Hold	11,907	–	–	2.29%	12
2024 Q2	$2.41M	Hold	11,907	–	–	2.24%	12
2024 Q1	$2.38M	Hold	11,907	–	–	2.27%	12
2023 Q4	$2.03M	Hold	11,907	–	–	2.07%	14
2023 Q3	$1.73M	Hold	11,907	–	–	1.76%	15
2023 Q2	$1.73M	Hold	11,907	–	–	1.78%	16
2023 Q1	$1.55M	Hold	11,907	–	–	1.58%	18
2022 Q4	$1.6M	Buy	+11,907	New	+$1.51M	1.65%	18

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

Aldebaran Capital's JPM Position: Q1 2026 in Review

Aldebaran Capital held its JPMorgan Chase (JPM) position steady in Q1 2026 at 11,282 shares worth $3.32M. The position accounts for 2.54% of the portfolio, ranked #15.

Aldebaran Capital first reported a position in JPM in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.64M in Q4 2025. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Aldebaran Capital held 11,282 shares of JPMorgan Chase worth $3.32M as of Q1 2026.
Aldebaran Capital left its JPMorgan Chase share count unchanged in Q1 2026.
JPMorgan Chase made up 2.54% of Aldebaran Capital's portfolio in Q1 2026, its #15 holding.
Aldebaran Capital first reported a position in JPMorgan Chase in Q4 2022 and has held it in 14 quarters since.
Aldebaran Capital's JPMorgan Chase position peaked at $3.64M in Q4 2025.
5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Aldebaran Capital's 13F filing for Q1 2026, filed 7 May 2026.