Bayview Asset Management’s JPMorgan Chase JPM Stock Holding History

Bayview Asset 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	$3.97M	Buy	13,500 +1,000	+8%	+$303K	1.53%	17
2025 Q4	$4.03M	Buy	12,500 +7,500	+150%	+$2.32M	0.93%	12
2025 Q3	$1.58M	Sell	5,000 -4,000	-44%	-$1.19M	0.39%	54
2025 Q2	$2.61M	Sell	9,000 -57	-0.6%	-$14.5K	1%	14
2025 Q1	$2.22M	Buy	+9,057	New	+$2.31M	0.94%	13
2024 Q4	–	Sell	-3,000	Closed	-$633K	–	48
2024 Q3	$633K	Sell	3,000 -2,500	-45%	-$527K	0.2%	38
2024 Q2	$1.11M	Buy	5,500 +1,000	+22%	+$196K	0.39%	31
2024 Q1	$901K	Buy	+4,500	New	+$812K	0.35%	20

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

Bayview Asset Management's JPM Position: Q1 2026 in Review

Bayview Asset Management increased its JPMorgan Chase (JPM) stake by 8% in Q1 2026, buying an estimated $303K and bringing the position to 13,500 shares worth $3.97M. The position accounts for 1.53% of the portfolio, ranked #17.

Bayview Asset Management first reported a position in JPM in Q1 2024 and has held it in 8 quarters since. The position peaked at $4.03M in Q4 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Bayview Asset Management held 13,500 shares of JPMorgan Chase worth $3.97M as of Q1 2026.
Bayview Asset Management bought 1,000 JPMorgan Chase shares in Q1 2026, an estimated $303K.
JPMorgan Chase made up 1.53% of Bayview Asset Management's portfolio in Q1 2026, its #17 holding.
Bayview Asset Management first reported a position in JPMorgan Chase in Q1 2024 and has held it in 8 quarters since.
Bayview Asset Management's JPMorgan Chase position peaked at $4.03M in Q4 2025.
5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Bayview Asset Management's 13F filing for Q1 2026, filed 15 May 2026.