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Azimuth Capital Investment Management’s JPMorgan Chase JPM Stock Holding History

Azimuth Capital Investment 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 		$28.5M Sell
97,037
-2,117
-2% -$642K 1.07% 13
2025
Q4 		$31.9M Sell
99,154
-2,370
-2% -$734K 1.15% 12
2025
Q3 		$32M Sell
101,524
-1,544
-1% -$459K 1.15% 16
2025
Q2 		$29.9M Sell
103,068
-3,837
-4% -$979K 1.11% 16
2025
Q1 		$26.2M Sell
106,905
-2,402
-2% -$612K 1.04% 24
2024
Q4 		$26.2M Sell
109,307
-2,926
-3% -$682K 1.02% 20
2024
Q3 		$23.7M Sell
112,233
-2,909
-3% -$613K 0.92% 28
2024
Q2 		$23.3M Sell
115,142
-3,672
-3% -$718K 0.95% 24
2024
Q1 		$23.8M Sell
118,814
-9,564
-7% -$1.73M 0.98% 22
2023
Q4 		$21.8M Sell
128,378
-4,359
-3% -$661K 0.98% 20
2023
Q3 		$19.2M Sell
132,737
-2,287
-2% -$343K 0.95% 25
2023
Q2 		$19.6M Sell
135,024
-3,440
-2% -$473K 0.93% 23
2023
Q1 		$18M Sell
138,464
-1,950
-1% -$267K 0.89% 28
2022
Q4 		$18.8M Sell
140,414
-6,558
-4% -$831K 0.95% 25
2022
Q3 		$15.4M Sell
146,972
-441
-0.3% -$50.6K 0.84% 30
2022
Q2 		$16.6M Buy
+147,413
New +$18.3M 0.84% 26

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

Azimuth Capital Investment Management's JPM Position: Q1 2026 in Review

Azimuth Capital Investment Management reduced its JPMorgan Chase (JPM) stake by 2.1% in Q1 2026, selling an estimated $642K and leaving 97,037 shares worth $28.5M. The position accounts for 1.07% of the portfolio, ranked #13.

Azimuth Capital Investment Management first reported a position in JPM in Q2 2022 and has held it in 16 quarters since. The position peaked at $32M in Q3 2025. 5,057 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Azimuth Capital Investment Management held 97,037 shares of JPMorgan Chase worth $28.5M as of Q1 2026.
  • Azimuth Capital Investment Management sold 2,117 JPMorgan Chase shares in Q1 2026, an estimated $642K.
  • JPMorgan Chase made up 1.07% of Azimuth Capital Investment Management's portfolio in Q1 2026, its #13 holding.
  • Azimuth Capital Investment Management first reported a position in JPMorgan Chase in Q2 2022 and has held it in 16 quarters since.
  • Azimuth Capital Investment Management's JPMorgan Chase position peaked at $32M in Q3 2025.
  • 5,057 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Azimuth Capital Investment Management's 13F filing for Q1 2026, filed 12 May 2026.