Bender Robert & Associates’s JPMorgan Chase JPM Stock Holding History

Bender Robert & Associates’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	$734K	Buy	+2,495	New	+$757K	0.18%	28
2025 Q4	–	Sell	-2,565	Closed	-$809K	–	43
2025 Q3	$809K	Sell	2,565 -5	-0.2%	-$1.49K	0.17%	27
2025 Q2	$745K	Sell	2,570 -4	-0.2%	-$1.02K	0.17%	27
2025 Q1	$631K	Sell	2,574 -180	-7%	-$45.9K	0.16%	28
2024 Q4	$660K	Sell	2,754 -94	-3%	-$21.9K	0.16%	30
2024 Q3	$601K	Buy	+2,848	New	+$600K	0.13%	31
2024 Q2	–	Sell	-3,381	Closed	-$661K	–	65
2024 Q1	$677K	Sell	3,381 -145	-4%	-$26.2K	0.16%	32
2023 Q4	$600K	Sell	3,526 -40	-1%	-$6.06K	0.15%	35
2023 Q3	$517K	Hold	3,566	–	–	0.15%	34
2023 Q2	$519K	Sell	3,566 -512	-13%	-$70.4K	0.14%	38
2023 Q1	$531K	Sell	4,078 -56	-1%	-$7.67K	0.16%	42
2022 Q4	$554K	Hold	4,134	–	–	0.21%	39
2022 Q3	$432K	Hold	4,134	–	–	0.17%	41
2022 Q2	$466K	Sell	4,134 -220	-5%	-$27.3K	0.18%	39
2022 Q1	$594K	Buy	4,354 +93	+2%	+$13.7K	0.17%	40
2021 Q4	$697K	Hold	4,261	–	–	0.2%	35
2021 Q3	$697K	Sell	4,261 -18	-0.4%	-$2.82K	0.2%	37
2021 Q2	$666K	Hold	4,279	–	–	0.19%	37
2021 Q1	$651K	Buy	4,279 +460	+12%	+$66.2K	0.21%	36
2020 Q4	$485K	Sell	3,819 -10	-0.3%	-$1.12K	0.15%	37
2020 Q3	$369K	Sell	3,829 -35	-0.9%	-$3.44K	0.13%	39
2020 Q2	$363K	Sell	3,864 -220	-5%	-$20.9K	0.14%	40
2020 Q1	$368K	Sell	4,084 -50	-1%	-$6.08K	0.2%	40
2019 Q4	$576K	Hold	4,134	–	–	0.26%	36
2019 Q3	$487K	Hold	4,134	–	–	0.24%	37
2019 Q2	$480K	Sell	4,134 -40	-1%	-$4.41K	0.23%	37
2019 Q1	$423K	Sell	4,174 -30	-0.7%	-$3.09K	0.21%	38
2018 Q4	$410K	Sell	4,204 -70	-2%	-$7.46K	0.24%	37
2018 Q3	$482K	Sell	4,274 -305	-7%	-$34.6K	0.22%	36
2018 Q2	$477K	Sell	4,579 -15	-0.3%	-$1.65K	0.25%	35
2018 Q1	$505K	Sell	4,594 -168	-4%	-$19K	0.28%	34
2017 Q4	$509K	Sell	4,762 -230	-5%	-$23.3K	0.28%	34
2017 Q3	$477K	Sell	4,992 -75	-1%	-$6.92K	0.27%	35
2017 Q2	$463K	Sell	5,067 -165	-3%	-$14.2K	0.28%	36
2017 Q1	$460K	Sell	5,232 -240	-4%	-$21.2K	0.3%	37
2016 Q4	$472K	Sell	5,472 -145	-3%	-$11.1K	0.33%	36
2016 Q3	$374K	Buy	5,617 +668	+13%	+$43.6K	0.25%	39
2016 Q2	$308K	Sell	4,949 -170	-3%	-$10.6K	0.22%	43
2016 Q1	$303K	Sell	5,119 -65	-1%	-$3.8K	0.21%	44
2015 Q4	$342K	Buy	5,184 +145	+3%	+$9.44K	0.22%	41
2015 Q3	$307K	Buy	5,039 +65	+1%	+$4.26K	0.21%	40
2015 Q2	$337K	Buy	4,974 +190	+4%	+$12.4K	0.2%	41
2015 Q1	$289K	Sell	4,784 -45	-0.9%	-$2.67K	0.17%	47
2014 Q4	$302K	Buy	4,829 +400	+9%	+$24.1K	0.2%	44
2014 Q3	$267K	Sell	4,429 -150	-3%	-$8.77K	0.19%	51
2014 Q2	$264K	Buy	4,579 +185	+4%	+$10.4K	0.19%	48
2014 Q1	$267	Sell	4,394 -180	-4%	-$10.4K	0.18%	49
2013 Q4	$267K	Buy	4,574 +40	+0.9%	+$2.19K	0.2%	50
2013 Q3	$234K	Buy	4,534 +70	+2%	+$3.75K	0.18%	53
2013 Q2	$236K	Buy	+4,464	New	+$227K	0.2%	51

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

Bender Robert & Associates's JPM Position: Q1 2026 in Review

Bender Robert & Associates opened a new position in JPMorgan Chase (JPM) in Q1 2026: 2,495 shares worth $734K. The stake represents 0.18% of the portfolio and ranks #28 among its holdings. This is a return to the name: Bender Robert & Associates previously reported a position in JPM as recently as Q3 2025.

Bender Robert & Associates first reported a position in JPM in Q2 2013 and has held it in 50 quarters since. The position peaked at $809K in Q3 2025. 5,055 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Bender Robert & Associates held 2,495 shares of JPMorgan Chase worth $734K as of Q1 2026.
JPMorgan Chase was a new Bender Robert & Associates position in Q1 2026.
JPMorgan Chase made up 0.18% of Bender Robert & Associates's portfolio in Q1 2026, its #28 holding.
Bender Robert & Associates first reported a position in JPMorgan Chase in Q2 2013 and has held it in 50 quarters since.
Bender Robert & Associates's JPMorgan Chase position peaked at $809K in Q3 2025.
5,055 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Bender Robert & Associates's 13F filing for Q1 2026, filed 23 Apr 2026.