Beck Bode LLC’s JPMorgan Chase JPM Stock Holding History

Beck Bode LLC’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	–	Sell	-48,016	Closed	-$15.5M	–	120
2025 Q4	$15.5M	Buy	48,016 +1,399	+3%	+$433K	2.57%	23
2025 Q3	$14.7M	Buy	+46,617	New	+$13.9M	2.37%	24
2024 Q3	–	Sell	-62,533	Closed	-$12.6M	–	117
2024 Q2	$12.6M	Buy	+62,533	New	+$12.2M	2.54%	14
2021 Q3	–	Sell	-1,094	Closed	-$170K	–	187
2021 Q2	$170K	Buy	+1,094	New	+$172K	0.05%	83
2020 Q4	–	Sell	-1,377	Closed	-$133K	–	145
2020 Q3	$133K	Buy	+1,377	New	+$135K	0.05%	68
2020 Q1	–	Sell	-2,102	Closed	-$293K	–	69
2019 Q4	$293K	Sell	2,102 -270	-11%	-$34.6K	0.12%	62
2019 Q3	$279K	Sell	2,372 -25	-1%	-$2.83K	0.12%	61
2019 Q2	$268K	Sell	2,397 -178	-7%	-$19.6K	0.12%	58
2019 Q1	$261K	Sell	2,575 -45	-2%	-$4.64K	0.13%	60
2018 Q4	$256K	Buy	+2,620	New	+$279K	0.14%	62

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

Beck Bode LLC's JPM Position: Q1 2026 in Review

Beck Bode LLC sold out of JPMorgan Chase (JPM) in Q1 2026, closing a stake of 48,016 shares — an estimated $15.5M sold.

Beck Bode LLC first reported a position in JPM in Q4 2018 and held it in 10 quarters. The position peaked at $15.5M in Q4 2025. 5,058 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Beck Bode LLC reported no remaining JPMorgan Chase position as of Q1 2026 after selling out during the quarter.
Beck Bode LLC sold 48,016 JPMorgan Chase shares in Q1 2026, an estimated $15.5M.
Beck Bode LLC first reported a position in JPMorgan Chase in Q4 2018 and held it in 10 quarters.
Beck Bode LLC's JPMorgan Chase position peaked at $15.5M in Q4 2025.
5,058 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Beck Bode LLC's 13F filing for Q1 2026, filed 7 May 2026.