Aldebaran Financial’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 | $3.53M | Buy |
11,984
+154
| +1% | +$46.7K | 3.35% | 9 |
|
|
2025
Q4 | $3.83M | Buy |
11,830
+202
| +2% | +$62.5K | 3.54% | 10 |
|
|
2025
Q3 | $3.67M | Buy |
11,628
+131
| +1% | +$39K | 3.67% | 9 |
|
|
2025
Q2 | $3.33M | Buy |
11,497
+320
| +3% | +$81.7K | 3.69% | 8 |
|
|
2025
Q1 | $2.74M | Buy |
11,177
+70
| +0.6% | +$17.8K | 3.35% | 8 |
|
|
2024
Q4 | $2.66M | Buy |
11,107
+86
| +0.8% | +$20K | 3.11% | 9 |
|
|
2024
Q3 | $2.32M | Buy |
11,021
+343
| +3% | +$72.2K | 2.74% | 11 |
|
|
2024
Q2 | $2.16M | Buy |
10,678
+603
| +6% | +$118K | 2.83% | 11 |
|
|
2024
Q1 | $2.02M | Sell |
10,075
-160
| -2% | -$28.9K | 2.85% | 10 |
|
|
2023
Q4 | $1.74M | Sell |
10,235
-286
| -3% | -$43.3K | 2.57% | 11 |
|
|
2023
Q3 | $1.53M | Sell |
10,521
-396
| -4% | -$59.4K | 2.38% | 12 |
|
|
2023
Q2 | $1.59M | Sell |
10,917
-1,591
| -13% | -$219K | 2.16% | 12 |
|
|
2023
Q1 | $1.63M | Sell |
12,508
-4,800
| -28% | -$658K | 2.1% | 12 |
|
|
2022
Q4 | $2.32M | Sell |
17,308
-15
| -0.1% | -$1.9K | 2.49% | 10 |
|
|
2022
Q3 | $1.83M | Sell |
17,323
-302
| -2% | -$34.7K | 2.01% | 11 |
|
|
2022
Q2 | $1.97M | Sell |
17,625
-2,953
| -14% | -$366K | 2.08% | 12 |
|
|
2022
Q1 | $2.81M | Buy |
20,578
+1,324
| +7% | +$195K | 2.18% | 11 |
|
|
2021
Q4 | $3.05M | Buy |
19,254
+559
| +3% | +$91.8K | 2.25% | 9 |
|
|
2021
Q3 | $3.06M | Buy |
18,695
+663
| +4% | +$104K | 2.47% | 8 |
|
|
2021
Q2 | $2.82M | Buy |
18,032
+274
| +2% | +$43K | 2.32% | 10 |
|
|
2021
Q1 | $2.7M | Sell |
17,758
-316
| -2% | -$45.5K | 2.39% | 12 |
|
|
2020
Q4 | $2.3M | Buy |
18,074
+510
| +3% | +$57K | 2.14% | 12 |
|
|
2020
Q3 | $1.69M | Buy |
17,564
+9,092
| +107% | +$893K | 1.76% | 15 |
|
|
2020
Q2 | $797K | Sell |
8,472
-1,480
| -15% | -$140K | 0.94% | 37 |
|
|
2020
Q1 | $896K | Buy |
9,952
+724
| +8% | +$88K | 0.87% | 37 |
|
|
2019
Q4 | $1.29M | Sell |
9,228
-1,116
| -11% | -$143K | 0.98% | 39 |
|
|
2019
Q3 | $1.2M | Buy |
10,344
+594
| +6% | +$67.2K | 0.8% | 50 |
|
|
2019
Q2 | $1.09M | Buy |
9,750
+4,049
| +71% | +$446K | 0.75% | 53 |
|
|
2019
Q1 | $577K | Sell |
5,701
-95
| -2% | -$9.79K | 0.41% | 71 |
|
|
2018
Q4 | $566K | Sell |
5,796
-396
| -6% | -$42.2K | 0.43% | 69 |
|
|
2018
Q3 | $699K | Buy |
6,192
+33
| +0.5% | +$3.75K | 0.45% | 67 |
|
|
2018
Q2 | $642K | Buy |
6,159
+153
| +3% | +$16.8K | 0.44% | 68 |
|
|
2018
Q1 | $660K | Buy |
6,006
+3
| +0% | +$340 | 0.44% | 68 |
|
|
2017
Q4 | $642K | Buy |
6,003
+322
| +6% | +$32.6K | 0.43% | 64 |
|
|
2017
Q3 | $543K | Buy |
5,681
+103
| +2% | +$9.5K | 0.37% | 68 |
|
|
2017
Q2 | $510K | Sell |
5,578
-421
| -7% | -$36.3K | 0.37% | 66 |
|
|
2017
Q1 | $527K | Buy |
5,999
+3
| +0.1% | +$265 | 0.4% | 65 |
|
|
2016
Q4 | $517K | Sell |
5,996
-2,996
| -33% | -$228K | 0.41% | 70 |
|
|
2016
Q3 | $599K | Buy |
8,992
+4
| +0% | +$261 | 0.47% | 65 |
|
|
2016
Q2 | $556K | Buy |
8,988
+4
| +0% | +$250 | 0.45% | 65 |
|
|
2016
Q1 | $532K | Buy |
8,984
+3,004
| +50% | +$175K | 0.46% | 65 |
|
|
2015
Q4 | $385K | Buy |
5,980
+904
| +18% | +$58.9K | 0.36% | 68 |
|
|
2015
Q3 | $313K | Sell |
5,076
-797
| -14% | -$52.2K | 0.3% | 77 |
|
|
2015
Q2 | $399K | Buy |
5,873
+4
| +0.1% | +$261 | 0.34% | 75 |
|
|
2015
Q1 | $356K | Sell |
5,869
-3,496
| -37% | -$207K | 0.31% | 81 |
|
|
2014
Q4 | $586K | Sell |
9,365
-1,797
| -16% | -$108K | 0.51% | 62 |
|
|
2014
Q3 | $672K | Buy |
11,162
+1,804
| +19% | +$105K | 0.6% | 56 |
|
|
2014
Q2 | $539K | Sell |
9,358
-1,360
| -13% | -$76.5K | 0.42% | 71 |
|
|
2014
Q1 | $651K | Sell |
10,718
-922
| -8% | -$53.3K | 0.57% | 61 |
|
|
2013
Q4 | $681K | Buy |
+11,640
| New | +$638K | 0.65% | 54 |
|
Other funds holding JPM
VCM
VPM
Aldebaran Financial's JPM Position: Q1 2026 in Review
Aldebaran Financial increased its JPMorgan Chase (JPM) stake by 1.3% in Q1 2026, buying an estimated $46.7K and bringing the position to 11,984 shares worth $3.53M. The position accounts for 3.35% of the portfolio, ranked #9.
Aldebaran Financial first reported a position in JPM in Q4 2013 and has held it in 50 quarters since. The position peaked at $3.83M in Q4 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.
- Aldebaran Financial held 11,984 shares of JPMorgan Chase worth $3.53M as of Q1 2026.
- Aldebaran Financial bought 154 JPMorgan Chase shares in Q1 2026, an estimated $46.7K.
- JPMorgan Chase made up 3.35% of Aldebaran Financial's portfolio in Q1 2026, its #9 holding.
- Aldebaran Financial first reported a position in JPMorgan Chase in Q4 2013 and has held it in 50 quarters since.
- Aldebaran Financial's JPMorgan Chase position peaked at $3.83M in Q4 2025.
- 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.
Based on Aldebaran Financial's 13F filing for Q1 2026, filed 14 May 2026.