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Audent Global Asset Management’s JPMorgan Chase JPM Stock Holding History

Audent Global Asset 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 		$1.83M Sell
6,208
-6,507
-51% -$1.97M 1.82% 20
2025
Q4 		$4.1M Buy
12,715
+1,218
+11% +$377K 2.59% 13
2025
Q3 		$3.63M Buy
11,497
+338
+3% +$101K 2.64% 13
2025
Q2 		$3.24M Sell
11,159
-54
-0.5% -$13.8K 2.31% 17
2025
Q1 		$2.75M Sell
11,213
-1,043
-9% -$266K 2.27% 17
2024
Q4 		$2.94M Buy
12,256
+5,869
+92% +$1.37M 1.91% 19
2024
Q3 		$1.35M Sell
6,387
-5,579
-47% -$1.18M 2.3% 16
2024
Q2 		$2.42M Sell
11,966
-719
-6% -$141K 2.52% 16
2024
Q1 		$2.54M Buy
12,685
+190
+2% +$34.3K 2.6% 15
2023
Q4 		$2.13M Buy
12,495
+903
+8% +$137K 2.51% 16
2023
Q3 		$1.68M Sell
11,592
-2,301
-17% -$345K 1.21% 23
2023
Q2 		$2.02M Buy
13,893
+6,880
+98% +$946K 1.69% 19
2023
Q1 		$914K Buy
7,013
+385
+6% +$52.8K 1.28% 26
2022
Q4 		$889K Sell
6,628
-13,243
-67% -$1.68M 1.52% 20
2022
Q3 		$2.08M Buy
19,871
+105
+0.5% +$12.1K 2.83% 12
2022
Q2 		$2.23M Sell
19,766
-5,409
-21% -$670K 1.54% 18
2022
Q1 		$3.43M Sell
25,175
-4,929
-16% -$728K 1.88% 18
2021
Q4 		$4.77M Buy
+30,104
New +$4.94M 1.99% 18

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

Audent Global Asset Management's JPM Position: Q1 2026 in Review

Audent Global Asset Management reduced its JPMorgan Chase (JPM) stake by 51% in Q1 2026, selling an estimated $1.97M and leaving 6,208 shares worth $1.83M. The position accounts for 1.82% of the portfolio, ranked #20.

Audent Global Asset Management first reported a position in JPM in Q4 2021 and has held it in 18 quarters since. The position peaked at $4.77M in Q4 2021. 5,053 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Audent Global Asset Management held 6,208 shares of JPMorgan Chase worth $1.83M as of Q1 2026.
  • Audent Global Asset Management sold 6,507 JPMorgan Chase shares in Q1 2026, an estimated $1.97M.
  • JPMorgan Chase made up 1.82% of Audent Global Asset Management's portfolio in Q1 2026, its #20 holding.
  • Audent Global Asset Management first reported a position in JPMorgan Chase in Q4 2021 and has held it in 18 quarters since.
  • Audent Global Asset Management's JPMorgan Chase position peaked at $4.77M in Q4 2021.
  • 5,053 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Audent Global Asset Management's 13F filing for Q1 2026, filed 6 May 2026.