AUA Capital Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.44M | Hold |
4,898
| – | – | 0.74% | 29 |
|
|
2025
Q4 | $1.58M | Buy |
4,898
+1,557
| +47% | +$482K | 0.79% | 29 |
|
|
2025
Q3 | $1.05M | Hold |
3,341
| – | – | 0.59% | 33 |
|
|
2025
Q2 | $969K | Hold |
3,341
| – | – | 0.58% | 32 |
|
|
2025
Q1 | $820K | Hold |
3,341
| – | – | 0.53% | 31 |
|
|
2024
Q4 | $801K | Sell |
3,341
-1,557
| -32% | -$363K | 0.51% | 33 |
|
|
2024
Q3 | $1.03M | Sell |
4,898
-102
| -2% | -$21.5K | 0.6% | 32 |
|
|
2024
Q2 | $1.01M | Hold |
5,000
| – | – | 0.61% | 31 |
|
|
2024
Q1 | $1M | Buy |
5,000
+11
| +0.2% | +$1.99K | 0.58% | 33 |
|
|
2023
Q4 | $849K | Buy |
4,989
+91
| +2% | +$13.8K | 0.53% | 34 |
|
|
2023
Q3 | $710K | Buy |
4,898
+581
| +13% | +$87.1K | 0.51% | 34 |
|
|
2023
Q2 | $628K | Sell |
4,317
-725
| -14% | -$99.7K | 0.43% | 34 |
|
|
2023
Q1 | $657K | Hold |
5,042
| – | – | 0.44% | 36 |
|
|
2022
Q4 | $676K | Hold |
5,042
| – | – | 0.46% | 35 |
|
|
2022
Q3 | $527K | Sell |
5,042
-1,510
| -23% | -$173K | 0.35% | 37 |
|
|
2022
Q2 | $738K | Sell |
6,552
-43
| -0.7% | -$5.33K | 0.43% | 34 |
|
|
2022
Q1 | $899K | Buy |
6,595
+400
| +6% | +$59K | 0.48% | 33 |
|
|
2021
Q4 | $981K | Buy |
6,195
+1,807
| +41% | +$297K | 0.58% | 31 |
|
|
2021
Q3 | $718K | Hold |
4,388
| – | – | 0.45% | 32 |
|
|
2021
Q2 | $683K | Hold |
4,388
| – | – | 0.42% | 34 |
|
|
2021
Q1 | $668K | Buy |
4,388
+4
| +0.1% | +$575 | 0.44% | 33 |
|
|
2020
Q4 | $557K | Sell |
4,384
-2
| -0% | -$224 | 0.4% | 32 |
|
|
2020
Q3 | $422K | Buy |
4,386
+954
| +28% | +$93.7K | 0.35% | 33 |
|
|
2020
Q2 | $323K | Sell |
3,432
-875
| -20% | -$83K | 0.32% | 35 |
|
|
2020
Q1 | $388K | Buy |
4,307
+1,130
| +36% | +$137K | 0.37% | 31 |
|
|
2019
Q4 | $443K | Sell |
3,177
-648
| -17% | -$83.1K | 0.36% | 34 |
|
|
2019
Q3 | $450K | Hold |
3,825
| – | – | 0.36% | 36 |
|
|
2019
Q2 | $428K | Hold |
3,825
| – | – | 0.34% | 37 |
|
|
2019
Q1 | $388K | Hold |
3,825
| – | – | 0.32% | 37 |
|
|
2018
Q4 | $373K | Hold |
3,825
| – | – | 0.34% | 37 |
|
|
2018
Q3 | $432K | Hold |
3,825
| – | – | 0.34% | 38 |
|
|
2018
Q2 | $398K | Hold |
3,825
| – | – | 0.35% | 38 |
|
|
2018
Q1 | $420K | Sell |
3,825
-20
| -0.5% | -$2.27K | 0.36% | 33 |
|
|
2017
Q4 | $411K | Hold |
3,845
| – | – | 0.37% | 33 |
|
|
2017
Q3 | $367K | Hold |
3,845
| – | – | 0.34% | 35 |
|
|
2017
Q2 | $351K | Buy |
3,845
+2,630
| +216% | +$227K | 0.32% | 36 |
|
|
2017
Q1 | $107K | Sell |
1,215
-2,950
| -71% | -$260K | 0.11% | 59 |
|
|
2016
Q4 | $359K | Buy |
+4,165
| New | +$318K | 0.34% | 26 |
|
Other funds holding JPM
VCM
VPM
AUA Capital Management's JPM Position: Q1 2026 in Review
AUA Capital Management held its JPMorgan Chase (JPM) position steady in Q1 2026 at 4,898 shares worth $1.44M. The position accounts for 0.74% of the portfolio, ranked #29.
AUA Capital Management first reported a position in JPM in Q4 2016 and has held it in 38 quarters since. The position peaked at $1.58M in Q4 2025. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.
- AUA Capital Management held 4,898 shares of JPMorgan Chase worth $1.44M as of Q1 2026.
- AUA Capital Management left its JPMorgan Chase share count unchanged in Q1 2026.
- JPMorgan Chase made up 0.74% of AUA Capital Management's portfolio in Q1 2026, its #29 holding.
- AUA Capital Management first reported a position in JPMorgan Chase in Q4 2016 and has held it in 38 quarters since.
- AUA Capital Management's JPMorgan Chase position peaked at $1.58M in Q4 2025.
- 5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.
Based on AUA Capital Management's 13F filing for Q1 2026, filed 22 Apr 2026.