Barbara Oil Co’s JPMorgan Chase JPM Stock Holding History

Barbara Oil 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	$19.7M	Hold	67,000	–	–	7.6%	2
2025 Q4	$21.6M	Hold	67,000	–	–	8.01%	1
2025 Q3	$21.1M	Hold	67,000	–	–	7.87%	1
2025 Q2	$19.4M	Hold	67,000	–	–	7.64%	1
2025 Q1	$16.4M	Sell	67,000 -500	-0.7%	-$127K	6.67%	2
2024 Q4	$16.1M	Buy	67,500 +500	+0.7%	+$116K	6.66%	1
2024 Q3	$14.1M	Hold	67,000	–	–	5.77%	2
2024 Q2	$13.6M	Hold	67,000	–	–	5.92%	2
2024 Q1	$13.4M	Hold	67,000	–	–	5.67%	2
2023 Q4	$11.4M	Hold	67,000	–	–	5.13%	2
2023 Q3	$9.72M	Hold	67,000	–	–	4.6%	2
2023 Q2	$9.74M	Hold	67,000	–	–	4.47%	2
2023 Q1	$8.73M	Hold	67,000	–	–	4.18%	2
2022 Q4	$8.98M	Hold	67,000	–	–	4.29%	2
2022 Q3	$7M	Hold	67,000	–	–	3.84%	2
2022 Q2	$7.54M	Hold	67,000	–	–	3.91%	3
2022 Q1	$9.13M	Hold	67,000	–	–	4.18%	2
2021 Q4	$10.6M	Hold	67,000	–	–	4.59%	2
2021 Q3	$11M	Hold	67,000	–	–	5.14%	2
2021 Q2	$10.4M	Hold	67,000	–	–	4.81%	2
2021 Q1	$10.2M	Hold	67,000	–	–	4.91%	2
2020 Q4	$8.51M	Hold	67,000	–	–	4.29%	2
2020 Q3	$6.45M	Hold	67,000	–	–	3.53%	5
2020 Q2	$6.3M	Hold	67,000	–	–	3.65%	3
2020 Q1	$6.03M	Hold	67,000	–	–	4.03%	2
2019 Q4	$9.34M	Hold	67,000	–	–	4.96%	2
2019 Q3	$7.88M	Hold	67,000	–	–	4.46%	3
2019 Q2	$7.49M	Hold	67,000	–	–	4.29%	3
2019 Q1	$6.78M	Hold	67,000	–	–	4.02%	3
2018 Q4	$6.54M	Hold	67,000	–	–	4.42%	4
2018 Q3	$7.56M	Hold	67,000	–	–	4.45%	3
2018 Q2	$6.98M	Hold	67,000	–	–	4.49%	3
2018 Q1	$7.37M	Hold	67,000	–	–	4.79%	3
2017 Q4	$7.17M	Hold	67,000	–	–	4.57%	2
2017 Q3	$6.4M	Hold	67,000	–	–	4.42%	2
2017 Q2	$6.12M	Hold	67,000	–	–	4.41%	2
2017 Q1	$5.88M	Hold	67,000	–	–	4.36%	2
2016 Q4	$5.78M	Hold	67,000	–	–	4.49%	2
2016 Q3	$4.46M	Hold	67,000	–	–	3.56%	4
2016 Q2	$4.16M	Hold	67,000	–	–	3.35%	5
2016 Q1	$3.97M	Hold	67,000	–	–	3.35%	4
2015 Q4	$4.42M	Hold	67,000	–	–	3.73%	3
2015 Q3	$4.08M	Hold	67,000	–	–	3.62%	3
2015 Q2	$4.54M	Hold	67,000	–	–	3.78%	3
2015 Q1	$4.06M	Hold	67,000	–	–	3.33%	4
2014 Q4	$4.19M	Hold	67,000	–	–	3.4%	4
2014 Q3	$4.04M	Hold	67,000	–	–	3.41%	5
2014 Q2	$3.86M	Hold	67,000	–	–	3.29%	5
2014 Q1	$4.07M	Hold	67,000	–	–	3.59%	5
2013 Q4	$3.92M	Buy	+67,000	New	+$3.67M	3.41%	5

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

Barbara Oil Co's JPM Position: Q1 2026 in Review

Barbara Oil Co held its JPMorgan Chase (JPM) position steady in Q1 2026 at 67,000 shares worth $19.7M. The position accounts for 7.6% of the portfolio, ranked #2.

Barbara Oil Co first reported a position in JPM in Q4 2013 and has held it in 50 quarters since. The position peaked at $21.6M in Q4 2025. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Barbara Oil Co held 67,000 shares of JPMorgan Chase worth $19.7M as of Q1 2026.
Barbara Oil Co left its JPMorgan Chase share count unchanged in Q1 2026.
JPMorgan Chase made up 7.6% of Barbara Oil Co's portfolio in Q1 2026, its #2 holding.
Barbara Oil Co first reported a position in JPMorgan Chase in Q4 2013 and has held it in 50 quarters since.
Barbara Oil Co's JPMorgan Chase position peaked at $21.6M in Q4 2025.
5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Barbara Oil Co's 13F filing for Q1 2026, filed 13 May 2026.