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Aster Capital Management’s JPMorgan Chase JPM Stock Holding History

Aster 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 		$689K Sell
2,809
-13,866
-83% -$4.21M 0.23% 106
2025
Q4 		$5.37M Buy
+16,675
New +$5.16M 2.35% 6
2025
Q3 		– Sell
-15,769
Closed -$4.57M – 1170
2025
Q2 		$4.57M Buy
+15,769
New +$4.02M 1.04% 18
2025
Q1 		– Sell
-5,485
Closed -$1.31M – 1470
2024
Q4 		$1.31M Sell
5,485
-27,493
-83% -$6.4M 0.5% 43
2024
Q3 		$6.95M Buy
+32,978
New +$6.95M 1.51% 8

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

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

Aster Capital Management reduced its JPMorgan Chase (JPM) stake by 83% in Q1 2026, selling an estimated $4.21M and leaving 2,809 shares worth $689K. The position accounts for 0.23% of the portfolio, ranked #106.

Aster Capital Management first reported a position in JPM in Q3 2024 and has held it in 5 quarters since. The position peaked at $6.95M in Q3 2024. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Aster Capital Management held 2,809 shares of JPMorgan Chase worth $689K as of Q1 2026.
  • Aster Capital Management sold 13,866 JPMorgan Chase shares in Q1 2026, an estimated $4.21M.
  • JPMorgan Chase made up 0.23% of Aster Capital Management's portfolio in Q1 2026, its #106 holding.
  • Aster Capital Management first reported a position in JPMorgan Chase in Q3 2024 and has held it in 5 quarters since.
  • Aster Capital Management's JPMorgan Chase position peaked at $6.95M in Q3 2024.
  • 5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

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