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AlphaQuest’s JPMorgan Chase JPM Stock Holding History

AlphaQuest’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 		– Sell
-2,814
Closed -$907K – 1038
2025
Q4 		$907K Sell
2,814
-6,355
-69% -$1.97M 0.05% 482
2025
Q3 		$2.89M Buy
9,169
+3,574
+64% +$1.06M 0.19% 110
2025
Q2 		$1.62M Sell
5,595
-38
-0.7% -$9.7K 0.16% 141
2025
Q1 		$1.38M Buy
+5,633
New +$1.44M 0.15% 192
2024
Q4 		– Sell
-3,674
Closed -$775K – 1862
2024
Q3 		$775K Sell
3,674
-1,944
-35% -$409K 0.07% 471
2024
Q2 		$1.14M Sell
5,618
-4,545
-45% -$889K 0.15% 211
2024
Q1 		$2.04M Buy
10,163
+3,567
+54% +$644K 0.35% 43
2023
Q4 		$1.12M Buy
+6,596
New +$1,000K 0.24% 111

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

AlphaQuest's JPM Position: Q1 2026 in Review

AlphaQuest sold out of JPMorgan Chase (JPM) in Q1 2026, closing a stake of 2,814 shares — an estimated $907K sold.

AlphaQuest first reported a position in JPM in Q4 2023 and held it in 8 quarters. The position peaked at $2.89M in Q3 2025. 5,085 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • AlphaQuest reported no remaining JPMorgan Chase position as of Q1 2026 after selling out during the quarter.
  • AlphaQuest sold 2,814 JPMorgan Chase shares in Q1 2026, an estimated $907K.
  • AlphaQuest first reported a position in JPMorgan Chase in Q4 2023 and held it in 8 quarters.
  • AlphaQuest's JPMorgan Chase position peaked at $2.89M in Q3 2025.
  • 5,085 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on AlphaQuest's 13F filing for Q1 2026.