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Atom Investors’s JPMorgan Chase JPM Stock Holding History

Atom Investors’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 		$2.14M Buy
+7,287
New +$2.21M 0.15% 231
2024
Q4 		– Sell
-15,694
Closed -$3.31M – 568
2024
Q3 		$3.31M Sell
15,694
-2,119
-12% -$446K 0.35% 97
2024
Q2 		$3.6M Buy
17,813
+3,262
+22% +$638K 0.36% 88
2024
Q1 		$2.91M Buy
14,551
+6,375
+78% +$1.15M 0.36% 80
2023
Q4 		$1.39M Sell
8,176
-1,490
-15% -$226K 0.25% 134
2023
Q3 		$1.4M Sell
9,666
-9,524
-50% -$1.43M 0.32% 98
2023
Q2 		$2.79M Buy
19,190
+15,264
+389% +$2.1M 1.06% 15
2023
Q1 		$512K Buy
3,926
+1,134
+41% +$155K 0.28% 100
2022
Q4 		$374K Buy
+2,792
New +$354K 0.19% 110
2022
Q1 		– Sell
-3,991
Closed -$632K – 264
2021
Q4 		$632K Sell
3,991
-2,219
-36% -$364K 0.11% 143
2021
Q3 		$1.02M Buy
6,210
+2,241
+56% +$351K 0.08% 134
2021
Q2 		$617K Buy
3,969
+555
+16% +$87.2K 0.08% 150
2021
Q1 		$520K Sell
3,414
-7,345
-68% -$1.06M 0.09% 152
2020
Q4 		$1.37M Sell
10,759
-13,065
-55% -$1.46M 0.14% 168
2020
Q3 		$2.29M Buy
23,824
+16,870
+243% +$1.66M 0.22% 110
2020
Q2 		$654K Sell
6,954
-59,306
-90% -$5.63M 0.04% 247
2020
Q1 		$5.96M Buy
66,260
+6,268
+10% +$762K 0.52% 46
2019
Q4 		$8.36M Buy
59,992
+1,252
+2% +$161K 0.68% 46
2019
Q3 		$6.91M Sell
58,740
-79,598
-58% -$9M 0.47% 74
2019
Q2 		$15.5M Buy
138,338
+32,511
+31% +$3.58M 1.01% 17
2019
Q1 		$10.7M Buy
105,827
+47,984
+83% +$4.94M 0.91% 24
2018
Q4 		$5.65M Buy
+57,843
New +$6.16M 0.56% 39

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

Atom Investors's JPM Position: Q1 2026 in Review

Atom Investors opened a new position in JPMorgan Chase (JPM) in Q1 2026: 7,287 shares worth $2.14M. The stake represents 0.15% of the portfolio and ranks #231 among its holdings. This is a return to the name: Atom Investors previously reported a position in JPM as recently as Q3 2024.

Atom Investors first reported a position in JPM in Q4 2018 and has held it in 22 quarters since. The position peaked at $15.5M in Q2 2019. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Atom Investors held 7,287 shares of JPMorgan Chase worth $2.14M as of Q1 2026.
  • JPMorgan Chase was a new Atom Investors position in Q1 2026.
  • JPMorgan Chase made up 0.15% of Atom Investors's portfolio in Q1 2026, its #231 holding.
  • Atom Investors first reported a position in JPMorgan Chase in Q4 2018 and has held it in 22 quarters since.
  • Atom Investors's JPMorgan Chase position peaked at $15.5M in Q2 2019.
  • 5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Atom Investors's 13F filing for Q1 2026, filed 15 May 2026.