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B. Metzler seel. Sohn & Co’s JPMorgan Chase JPM Stock Holding History

B. Metzler seel. Sohn & Co’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 		$279M Sell
948,734
-26,167
-3% -$7.94M 2.59% 9
2025
Q4 		$314M Buy
974,901
+380,606
+64% +$118M 2.74% 8
2025
Q3 		$187M Buy
594,295
+10,627
+2% +$3.16M 1.65% 16
2025
Q2 		$169M Sell
583,668
-38,897
-6% -$9.93M 1.62% 17
2025
Q1 		$153M Buy
622,565
+157,205
+34% +$40.1M 1.57% 17
2024
Q4 		$111M Buy
465,360
+111,171
+31% +$25.9M 1.15% 21
2024
Q3 		$74.7M Buy
354,189
+45,772
+15% +$9.64M 0.74% 27
2024
Q2 		$62.4M Sell
308,417
-39,227
-11% -$7.67M 0.6% 31
2024
Q1 		$69.6M Buy
347,644
+14,670
+4% +$2.65M 0.77% 28
2023
Q4 		$56.6M Buy
332,974
+70,601
+27% +$10.7M 0.72% 26
2023
Q3 		$38M Sell
262,373
-11,721
-4% -$1.76M 0.57% 33
2023
Q2 		$39.9M Sell
274,094
-906
-0.3% -$125K 0.54% 34
2023
Q1 		$35.8M Sell
275,000
-25,225
-8% -$3.46M 0.56% 32
2022
Q4 		$40.3M Buy
300,225
+24,059
+9% +$3.05M 0.69% 32
2022
Q3 		$28.9M Buy
276,166
+302
+0.1% +$34.7K 0.52% 37
2022
Q2 		$31.1M Sell
275,864
-704
-0.3% -$87.2K 0.51% 37
2022
Q1 		$37.7M Buy
276,568
+2,473
+0.9% +$365K 0.5% 40
2021
Q4 		$43.4M Sell
274,095
-805,229
-75% -$132M 0.56% 33
2021
Q3 		$177M Buy
1,079,324
+63,745
+6% +$9.99M 2.57% 9
2021
Q2 		$158M Sell
1,015,579
-468,929
-32% -$73.6M 2.35% 11
2021
Q1 		$226M Buy
1,484,508
+516,938
+53% +$74.4M 3.72% 6
2020
Q4 		$122M Buy
+967,570
New +$108M 2.26% 12

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

B. Metzler seel. Sohn & Co's JPM Position: Q1 2026 in Review

B. Metzler seel. Sohn & Co reduced its JPMorgan Chase (JPM) stake by 2.7% in Q1 2026, selling an estimated $7.94M and leaving 948,734 shares worth $279M. The position accounts for 2.59% of the portfolio, ranked #9.

B. Metzler seel. Sohn & Co first reported a position in JPM in Q4 2020 and has held it in 22 quarters since. The position peaked at $314M in Q4 2025. 5,057 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • B. Metzler seel. Sohn & Co held 948,734 shares of JPMorgan Chase worth $279M as of Q1 2026.
  • B. Metzler seel. Sohn & Co sold 26,167 JPMorgan Chase shares in Q1 2026, an estimated $7.94M.
  • JPMorgan Chase made up 2.59% of B. Metzler seel. Sohn & Co's portfolio in Q1 2026, its #9 holding.
  • B. Metzler seel. Sohn & Co first reported a position in JPMorgan Chase in Q4 2020 and has held it in 22 quarters since.
  • B. Metzler seel. Sohn & Co's JPMorgan Chase position peaked at $314M in Q4 2025.
  • 5,057 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on B. Metzler seel. Sohn & Co's 13F filing for Q1 2026, filed 8 May 2026.