Aware Super’s JPMorgan Chase JPM Stock Holding History

Aware Super’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	$87.8M	Buy	+298,631	New	+$90.6M	1.33%	12
2025 Q3	$94.3M	Buy	298,835 +40,117	+16%	+$11.9M	1.3%	12
2025 Q2	$75M	Buy	258,718 +1,876	+0.7%	+$479K	1.1%	16
2025 Q1	$63M	Hold	256,842	–	–	1.07%	14
2024 Q4	$61.6M	Buy	+256,842	New	+$59.8M	0.98%	14
2023 Q4	$102M	Buy	+317,953	New	+$48.2M	1.37%	11

Other funds holding JPM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Aware Super's JPM Position: Q1 2026 in Review

Aware Super opened a new position in JPMorgan Chase (JPM) in Q1 2026: 298,631 shares worth $87.8M. The stake represents 1.33% of the portfolio and ranks #12 among its holdings. This is a return to the name: Aware Super previously reported a position in JPM as recently as Q3 2025.

Aware Super first reported a position in JPM in Q4 2023 and has held it in 6 quarters since. The position peaked at $102M in Q4 2023. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Aware Super held 298,631 shares of JPMorgan Chase worth $87.8M as of Q1 2026.
JPMorgan Chase was a new Aware Super position in Q1 2026.
JPMorgan Chase made up 1.33% of Aware Super's portfolio in Q1 2026, its #12 holding.
Aware Super first reported a position in JPMorgan Chase in Q4 2023 and has held it in 6 quarters since.
Aware Super's JPMorgan Chase position peaked at $102M in Q4 2023.
5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Aware Super's 13F filing for Q1 2026, filed 5 May 2026.