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Aljian Capital Management’s JPMorgan Chase JPM Stock Holding History

Aljian Capital Management’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 		$5.9M Buy
20,070
+1,641
+9% +$498K 1.21% 13
2025
Q4 		$5.94M Sell
18,429
-195
-1% -$60.4K 1.18% 13
2025
Q3 		$5.87M Sell
18,624
-62
-0.3% -$18.4K 1.18% 13
2025
Q2 		$5.42M Sell
18,686
-357
-2% -$91.1K 1.19% 15
2025
Q1 		$4.67M Sell
19,043
-25
-0.1% -$6.37K 1.11% 16
2024
Q4 		$4.57M Sell
19,068
-204
-1% -$47.5K 0.99% 18
2024
Q3 		$4.06M Buy
+19,272
New +$4.06M 0.95% 17
2024
Q1 		– Sell
-2,700
Closed -$459K – 40
2023
Q4 		$459K Hold
2,700
– – 0.19% 31
2023
Q3 		$392K Hold
2,700
– – 0.18% 31
2023
Q2 		$393K Hold
2,700
– – 0.18% 37
2023
Q1 		$352K Sell
2,700
-200
-7% -$27.4K 0.18% 37
2022
Q4 		$389K Hold
2,900
– – 0.22% 36
2022
Q3 		$304K Hold
2,900
– – 0.17% 41
2022
Q2 		$325K Hold
2,900
– – 0.18% 42
2022
Q1 		$399K Hold
2,900
– – 0.16% 43
2021
Q4 		$459K Sell
2,900
-150
-5% -$24.6K 0.17% 43
2021
Q3 		$502K Sell
3,050
-200
-6% -$31.4K 0.22% 38
2021
Q2 		$506K Sell
3,250
-100
-3% -$15.7K 0.22% 39
2021
Q1 		$510K Sell
3,350
-277
-8% -$39.9K 0.24% 39
2020
Q4 		$461K Sell
3,627
-73
-2% -$8.16K 0.23% 36
2020
Q3 		$356K Sell
3,700
-150
-4% -$14.7K 0.2% 39
2020
Q2 		$541K Buy
3,850
+223
+6% +$21.2K 0.35% 29
2020
Q1 		$333K Buy
3,627
+177
+5% +$21.5K 0.27% 35
2019
Q4 		$481K Hold
3,450
– – 0.36% 34
2019
Q3 		$406K Hold
3,450
– – 0.34% 37
2019
Q2 		$386K Hold
3,450
– – 0.32% 38
2019
Q1 		$349K Sell
3,450
-100
-3% -$10.3K 0.3% 44
2018
Q4 		$347K Buy
+3,550
New +$378K 0.35% 41

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

Aljian Capital Management's JPM Position: Q1 2026 in Review

Aljian Capital Management increased its JPMorgan Chase (JPM) stake by 8.9% in Q1 2026, buying an estimated $498K and bringing the position to 20,070 shares worth $5.9M. The position accounts for 1.21% of the portfolio, ranked #13.

Aljian Capital Management first reported a position in JPM in Q4 2018 and has held it in 28 quarters since. The position peaked at $5.94M in Q4 2025. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Aljian Capital Management held 20,070 shares of JPMorgan Chase worth $5.9M as of Q1 2026.
  • Aljian Capital Management bought 1,641 JPMorgan Chase shares in Q1 2026, an estimated $498K.
  • JPMorgan Chase made up 1.21% of Aljian Capital Management's portfolio in Q1 2026, its #13 holding.
  • Aljian Capital Management first reported a position in JPMorgan Chase in Q4 2018 and has held it in 28 quarters since.
  • Aljian Capital Management's JPMorgan Chase position peaked at $5.94M in Q4 2025.
  • 5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Aljian Capital Management's 13F filing for Q1 2026, filed 29 Apr 2026.