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Autumn Glory Partners’s JPMorgan Chase JPM Stock Holding History

Autumn Glory Partners’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 		$3.03M Buy
10,292
+416
+4% +$126K 1.11% 20
2025
Q4 		$3.18M Buy
9,876
+102
+1% +$31.6K 1.12% 18
2025
Q3 		$3.08M Buy
9,774
+161
+2% +$47.9K 1.27% 16
2025
Q2 		$2.79M Buy
9,613
+172
+2% +$43.9K 1.3% 17
2025
Q1 		$2.32M Hold
9,441
– – 1.15% 22
2024
Q4 		$2.26M Sell
9,441
-3,015
-24% -$702K 1.11% 23
2024
Q3 		$2.63M Buy
12,456
+2,284
+22% +$481K 1.01% 28
2024
Q2 		$2.06M Sell
10,172
-115
-1% -$22.5K 1.05% 31
2024
Q1 		$2.06M Hold
10,287
– – 1.01% 30
2023
Q4 		$1.73M Sell
10,287
-1,967
-16% -$298K 0.99% 31
2023
Q3 		$1.78M Buy
12,254
+196
+2% +$29.4K 1.09% 32
2023
Q2 		$1.75M Buy
12,058
+3,125
+35% +$430K 1.28% 26
2023
Q1 		$1.16M Sell
8,933
-6,530
-42% -$895K 1% 29
2022
Q4 		$2.07M Buy
15,463
+4,982
+48% +$631K 1.11% 29
2022
Q3 		$1.09M Sell
10,481
-1,632
-13% -$187K 0.74% 46
2022
Q2 		$1.36M Buy
12,113
+2,827
+30% +$350K 1.01% 27
2022
Q1 		$1.27M Sell
9,286
-8,986
-49% -$1.33M 0.73% 48
2021
Q4 		$2.89M Buy
+18,272
New +$3M 1.21% 21

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

Autumn Glory Partners's JPM Position: Q1 2026 in Review

Autumn Glory Partners increased its JPMorgan Chase (JPM) stake by 4.2% in Q1 2026, buying an estimated $126K and bringing the position to 10,292 shares worth $3.03M. The position accounts for 1.11% of the portfolio, ranked #20.

Autumn Glory Partners first reported a position in JPM in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.18M in Q4 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Autumn Glory Partners held 10,292 shares of JPMorgan Chase worth $3.03M as of Q1 2026.
  • Autumn Glory Partners bought 416 JPMorgan Chase shares in Q1 2026, an estimated $126K.
  • JPMorgan Chase made up 1.11% of Autumn Glory Partners's portfolio in Q1 2026, its #20 holding.
  • Autumn Glory Partners first reported a position in JPMorgan Chase in Q4 2021 and has held it in 18 quarters since.
  • Autumn Glory Partners's JPMorgan Chase position peaked at $3.18M in Q4 2025.
  • 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Autumn Glory Partners's 13F filing for Q1 2026, filed 4 May 2026.