Aquatic Capital Management’s JPMorgan Chase JPM Stock Holding History

Aquatic 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	$8.99M	Buy	+30,561	New	+$9.27M	0.26%	96
2025 Q4	–	Sell	-1,833	Closed	-$578K	–	1581
2025 Q3	$578K	Buy	+1,833	New	+$545K	0.01%	833
2025 Q2	–	Sell	-24,955	Closed	-$6.12M	–	1395
2025 Q1	$6.12M	Buy	+24,955	New	+$6.36M	0.16%	174
2024 Q4	–	Sell	-21,600	Closed	-$4.55M	–	1475
2024 Q3	$4.55M	Buy	21,600 +3,600	+20%	+$758K	0.12%	207
2024 Q2	$3.64M	Sell	18,000 -15,900	-47%	-$3.11M	0.13%	157
2024 Q1	$6.79M	Sell	33,900 -217,900	-87%	-$39.3M	0.22%	113
2023 Q4	$42.8M	Buy	+251,800	New	+$38.2M	1.09%	14
2023 Q2	–	Sell	-17,700	Closed	-$2.31M	–	1551
2023 Q1	$2.31M	Buy	+17,700	New	+$2.43M	0.14%	163
2022 Q3	–	Sell	-14,100	Closed	-$1.59M	–	1362
2022 Q2	$1.59M	Buy	14,100 +11,600	+464%	+$1.44M	0.52%	42
2022 Q1	$341K	Buy	+2,500	New	+$369K	0.51%	37

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

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

Aquatic Capital Management opened a new position in JPMorgan Chase (JPM) in Q1 2026: 30,561 shares worth $8.99M. The stake represents 0.26% of the portfolio and ranks #96 among its holdings. This is a return to the name: Aquatic Capital Management previously reported a position in JPM as recently as Q3 2025.

Aquatic Capital Management first reported a position in JPM in Q1 2022 and has held it in 10 quarters since. The position peaked at $42.8M in Q4 2023. 5,059 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Aquatic Capital Management held 30,561 shares of JPMorgan Chase worth $8.99M as of Q1 2026.
JPMorgan Chase was a new Aquatic Capital Management position in Q1 2026.
JPMorgan Chase made up 0.26% of Aquatic Capital Management's portfolio in Q1 2026, its #96 holding.
Aquatic Capital Management first reported a position in JPMorgan Chase in Q1 2022 and has held it in 10 quarters since.
Aquatic Capital Management's JPMorgan Chase position peaked at $42.8M in Q4 2023.
5,059 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Aquatic Capital Management's 13F filing for Q1 2026, filed 15 May 2026.