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Andina Capital Management’s JPMorgan Chase JPM Stock Holding History

Andina 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 		– Sell
-770
Closed -$248K – 147
2025
Q4 		$248K Buy
770
+94
+14% +$29.1K 0.15% 126
2025
Q3 		$213K Sell
676
-173
-20% -$51.5K 0.12% 137
2025
Q2 		$246K Buy
+849
New +$217K 0.17% 117

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

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

Andina Capital Management sold out of JPMorgan Chase (JPM) in Q1 2026, closing a stake of 770 shares — an estimated $248K sold.

Andina Capital Management first reported a position in JPM in Q2 2025 and held it in 3 quarters. The position peaked at $248K in Q4 2025. 5,081 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Andina Capital Management reported no remaining JPMorgan Chase position as of Q1 2026 after selling out during the quarter.
  • Andina Capital Management sold 770 JPMorgan Chase shares in Q1 2026, an estimated $248K.
  • Andina Capital Management first reported a position in JPMorgan Chase in Q2 2025 and held it in 3 quarters.
  • Andina Capital Management's JPMorgan Chase position peaked at $248K in Q4 2025.
  • 5,081 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Andina Capital Management's 13F filing for Q1 2026, filed 17 Apr 2026.