Barings’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.44M | Sell |
4,891
-3,736
| -43% | -$1.13M | 0.02% | 126 |
|
|
2025
Q4 | $2.78M | Buy |
8,627
+2,914
| +51% | +$902K | 0.05% | 100 |
|
|
2025
Q3 | $1.8M | Buy |
5,713
+70
| +1% | +$20.8K | 0.03% | 114 |
|
|
2025
Q2 | $1.64M | Buy |
5,643
+4,132
| +273% | +$1.05M | 0.04% | 118 |
|
|
2025
Q1 | $371K | Sell |
1,511
-318
| -17% | -$81.1K | 0.01% | 149 |
|
|
2024
Q4 | $438K | Sell |
1,829
-238
| -12% | -$55.4K | 0.01% | 143 |
|
|
2024
Q3 | $436K | Buy |
2,067
+559
| +37% | +$118K | 0.01% | 141 |
|
|
2024
Q2 | $305K | Hold |
1,508
| – | – | 0.01% | 139 |
|
|
2024
Q1 | $302K | Buy |
+1,508
| New | +$272K | 0.01% | 141 |
|
|
2023
Q4 | – | Sell |
-1,790
| Closed | -$260K | – | 155 |
|
|
2023
Q3 | $260K | Sell |
1,790
-1,244
| -41% | -$186K | 0.01% | 138 |
|
|
2023
Q2 | $441K | Sell |
3,034
-490
| -14% | -$67.4K | 0.01% | 132 |
|
|
2023
Q1 | $459K | Buy |
3,524
+365
| +12% | +$50K | 0.02% | 125 |
|
|
2022
Q4 | $424K | Buy |
3,159
+288
| +10% | +$36.5K | 0.02% | 145 |
|
|
2022
Q3 | $300K | Sell |
2,871
-13,571
| -83% | -$1.56M | 0.01% | 157 |
|
|
2022
Q2 | $1.85M | Sell |
16,442
-4,654
| -22% | -$577K | 0.07% | 124 |
|
|
2022
Q1 | $2.88M | Sell |
21,096
-6,402
| -23% | -$945K | 0.09% | 116 |
|
|
2021
Q4 | $4.35M | Buy |
27,498
+2,652
| +11% | +$436K | 0.11% | 100 |
|
|
2021
Q3 | $4.07M | Buy |
24,846
+4,270
| +21% | +$669K | 0.09% | 105 |
|
|
2021
Q2 | $3.2M | Sell |
20,576
-14,639
| -42% | -$2.3M | 0.07% | 139 |
|
|
2021
Q1 | $5.36M | Sell |
35,215
-7,005
| -17% | -$1.01M | 0.13% | 102 |
|
|
2020
Q4 | $5.37M | Sell |
42,220
-81,919
| -66% | -$9.16M | 0.14% | 98 |
|
|
2020
Q3 | $12M | Sell |
124,139
-12,723
| -9% | -$1.25M | 0.27% | 58 |
|
|
2020
Q2 | $12.3M | Hold |
136,862
| – | – | 0.41% | 42 |
|
|
2020
Q1 | $12.3M | Sell |
136,862
-12,205
| -8% | -$1.48M | 0.41% | 42 |
|
|
2019
Q4 | $20.8M | Sell |
149,067
-7,542
| -5% | -$967K | 0.55% | 33 |
|
|
2019
Q3 | $18.4M | Sell |
156,609
-12,748
| -8% | -$1.44M | 0.41% | 62 |
|
|
2019
Q2 | $18.9M | Buy |
169,357
+61,830
| +58% | +$6.82M | 0.41% | 56 |
|
|
2019
Q1 | $10.9M | Sell |
107,527
-64,514
| -37% | -$6.65M | 0.25% | 77 |
|
|
2018
Q4 | $16.8M | Sell |
172,041
-28,086
| -14% | -$2.99M | 0.3% | 59 |
|
|
2018
Q3 | $22.6M | Sell |
200,127
-73,750
| -27% | -$8.37M | 0.32% | 56 |
|
|
2018
Q2 | $28.5M | Buy |
273,877
+23,452
| +9% | +$2.57M | 0.4% | 42 |
|
|
2018
Q1 | $27.5M | Sell |
250,425
-698
| -0.3% | -$79K | 0.4% | 42 |
|
|
2017
Q4 | $26.9M | Buy |
251,123
+36,509
| +17% | +$3.7M | 0.35% | 50 |
|
|
2017
Q3 | $20.5M | Sell |
214,614
-1,600
| -0.7% | -$148K | 0.37% | 41 |
|
|
2017
Q2 | $19.8M | Sell |
216,214
-380,072
| -64% | -$32.8M | 0.57% | 38 |
|
|
2017
Q1 | $52.4M | Buy |
596,286
+382,272
| +179% | +$33.7M | 0.59% | 18 |
|
|
2016
Q4 | $18.5M | Buy |
214,014
+13,300
| +7% | +$1.01M | 0.46% | 15 |
|
|
2016
Q3 | $13.4M | Sell |
200,714
-20,400
| -9% | -$1.33M | 0.35% | 22 |
|
|
2016
Q2 | $13.7M | Buy |
221,114
+4,100
| +2% | +$256K | 0.35% | 27 |
|
|
2016
Q1 | $12.9M | Sell |
217,014
-92,100
| -30% | -$5.38M | 0.34% | 31 |
|
|
2015
Q4 | $20.4M | Buy |
309,114
+45,200
| +17% | +$2.94M | 0.51% | 16 |
|
|
2015
Q3 | $16.1M | Sell |
263,914
-48,129
| -15% | -$3.15M | 0.4% | 24 |
|
|
2015
Q2 | $21.1M | Buy |
312,043
+55,800
| +22% | +$3.64M | 0.64% | 22 |
|
|
2015
Q1 | $15.5M | Sell |
256,243
-15,100
| -6% | -$894K | 0.36% | 30 |
|
|
2014
Q4 | $17M | Sell |
271,343
-14,800
| -5% | -$891K | 0.38% | 30 |
|
|
2014
Q3 | $17.2M | Buy |
286,143
+51,500
| +22% | +$3.01M | 0.37% | 33 |
|
|
2014
Q2 | $13.5M | Sell |
234,643
-93,600
| -29% | -$5.26M | 0.41% | 40 |
|
|
2014
Q1 | $19.9M | Buy |
328,243
+79,500
| +32% | +$4.59M | 0.62% | 23 |
|
|
2013
Q4 | $14.5M | Sell |
248,743
-74,700
| -23% | -$4.09M | 0.61% | 30 |
|
|
2013
Q3 | $16.7M | Sell |
323,443
-16,400
| -5% | -$880K | 0.72% | 27 |
|
|
2013
Q2 | $17.9M | Buy |
+339,843
| New | +$17.3M | 0.81% | 21 |
|
Other funds holding JPM
VCM
VPM
Barings's JPM Position: Q1 2026 in Review
Barings reduced its JPMorgan Chase (JPM) stake by 43% in Q1 2026, selling an estimated $1.13M and leaving 4,891 shares worth $1.44M. The position accounts for 0.02% of the portfolio, ranked #126.
Barings first reported a position in JPM in Q2 2013 and has held it in 51 quarters since. The position peaked at $52.4M in Q1 2017. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.
- Barings held 4,891 shares of JPMorgan Chase worth $1.44M as of Q1 2026.
- Barings sold 3,736 JPMorgan Chase shares in Q1 2026, an estimated $1.13M.
- JPMorgan Chase made up 0.02% of Barings's portfolio in Q1 2026, its #126 holding.
- Barings first reported a position in JPMorgan Chase in Q2 2013 and has held it in 51 quarters since.
- Barings's JPMorgan Chase position peaked at $52.4M in Q1 2017.
- 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.
Based on Barings's 13F filing for Q1 2026, filed 6 May 2026.