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Athena Investment Management’s JPMorgan Chase JPM Stock Holding History

Athena Investment 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 		$7.14M Sell
24,274
-4
-0% -$1.21K 3.7% 4
2025
Q4 		$7.82M Sell
24,278
-188
-0.8% -$58.2K 4.01% 4
2025
Q3 		$7.72M Sell
24,466
-459
-2% -$137K 4.02% 4
2025
Q2 		$7.23M Sell
24,925
-266
-1% -$67.9K 4.04% 4
2025
Q1 		$6.18M Sell
25,191
-1,258
-5% -$321K 3.74% 5
2024
Q4 		$6.34M Sell
26,449
-363
-1% -$84.5K 3.67% 4
2024
Q3 		$5.65M Sell
26,812
-500
-2% -$105K 3.22% 6
2024
Q2 		$5.52M Sell
27,312
-343
-1% -$67.1K 3.35% 6
2024
Q1 		$5.54M Sell
27,655
-669
-2% -$121K 3.32% 6
2023
Q4 		$4.82M Buy
28,324
+22
+0.1% +$3.33K 3.12% 6
2023
Q3 		$4.1M Sell
28,302
-1
-0% -$150 2.94% 6
2023
Q2 		$4.12M Sell
28,303
-98
-0.3% -$13.5K 2.83% 6
2023
Q1 		$3.7M Buy
28,401
+154
+0.5% +$21.1K 2.66% 6
2022
Q4 		$3.79M Buy
28,247
+244
+0.9% +$30.9K 2.78% 6
2022
Q3 		$2.93M Sell
28,003
-266
-0.9% -$30.5K 2.46% 6
2022
Q2 		$3.18M Buy
28,269
+600
+2% +$74.3K 2.51% 6
2022
Q1 		$3.77M Buy
+27,669
New +$4.08M 2.92% 6

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

Athena Investment Management's JPM Position: Q1 2026 in Review

Athena Investment Management reduced its JPMorgan Chase (JPM) stake by 0.02% in Q1 2026, selling an estimated $1.21K and leaving 24,274 shares worth $7.14M. The position accounts for 3.7% of the portfolio, ranked #4.

Athena Investment Management first reported a position in JPM in Q1 2022 and has held it in 17 quarters since. The position peaked at $7.82M in Q4 2025. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Athena Investment Management held 24,274 shares of JPMorgan Chase worth $7.14M as of Q1 2026.
  • Athena Investment Management sold 4 JPMorgan Chase shares in Q1 2026, an estimated $1.21K.
  • JPMorgan Chase made up 3.7% of Athena Investment Management's portfolio in Q1 2026, its #4 holding.
  • Athena Investment Management first reported a position in JPMorgan Chase in Q1 2022 and has held it in 17 quarters since.
  • Athena Investment Management's JPMorgan Chase position peaked at $7.82M in Q4 2025.
  • 5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Athena Investment Management's 13F filing for Q1 2026, filed 12 May 2026.