Birinyi Associates’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 | $3.15M | Buy |
10,723
+4
| +0% | +$1.21K | 0.86% | 22 |
|
|
2025
Q4 | $3.45M | Buy |
10,719
+4
| +0% | +$1.24K | 0.86% | 19 |
|
|
2025
Q3 | $3.38M | Buy |
10,715
+2
| +0% | +$595 | 0.86% | 23 |
|
|
2025
Q2 | $3.11M | Sell |
10,713
-49
| -0.5% | -$12.5K | 0.91% | 24 |
|
|
2025
Q1 | $2.64M | Sell |
10,762
-99
| -0.9% | -$25.2K | 0.85% | 18 |
|
|
2024
Q4 | $2.6M | Sell |
10,861
-299
| -3% | -$69.6K | 0.72% | 22 |
|
|
2024
Q3 | $2.35M | Buy |
11,160
+2
| +0% | +$421 | 0.68% | 25 |
|
|
2024
Q2 | $2.26M | Buy |
11,158
+1
| +0% | +$196 | 0.68% | 25 |
|
|
2024
Q1 | $2.23M | Sell |
11,157
-98
| -0.9% | -$17.7K | 0.73% | 23 |
|
|
2023
Q4 | $1.92M | Buy |
11,255
+2
| +0% | +$303 | 0.68% | 22 |
|
|
2023
Q3 | $1.63M | Buy |
11,253
+1
| +0% | +$150 | 0.65% | 22 |
|
|
2023
Q2 | $1.64M | Buy |
11,252
+2
| +0% | +$275 | 0.6% | 26 |
|
|
2023
Q1 | $1.47M | Sell |
11,250
-1,000
| -8% | -$137K | 0.61% | 23 |
|
|
2022
Q4 | $1.64M | Sell |
12,250
-950
| -7% | -$120K | 0.79% | 20 |
|
|
2022
Q3 | $1.38M | Sell |
13,200
-500
| -4% | -$57.4K | 0.64% | 26 |
|
|
2022
Q2 | $1.54M | Sell |
13,700
-2,800
| -17% | -$347K | 0.7% | 24 |
|
|
2022
Q1 | $2.25M | Sell |
16,500
-2,000
| -11% | -$295K | 0.78% | 20 |
|
|
2021
Q4 | $2.93M | Buy |
18,500
+4,700
| +34% | +$772K | 0.92% | 21 |
|
|
2021
Q3 | $2.26M | Buy |
13,800
+1,100
| +9% | +$172K | 0.76% | 26 |
|
|
2021
Q2 | $1.98M | Sell |
12,700
-300
| -2% | -$47.1K | 0.69% | 26 |
|
|
2021
Q1 | $1.98M | Hold |
13,000
| – | – | 0.75% | 25 |
|
|
2020
Q4 | $1.65M | Sell |
13,000
-750
| -5% | -$83.8K | 0.61% | 29 |
|
|
2020
Q3 | $1.32M | Sell |
13,750
-5,575
| -29% | -$547K | 0.56% | 29 |
|
|
2020
Q2 | $1.82M | Sell |
19,325
-9,250
| -32% | -$878K | 0.9% | 22 |
|
|
2020
Q1 | $2.57M | Buy |
28,575
+100
| +0.4% | +$12.1K | 1.4% | 13 |
|
|
2019
Q4 | $3.97M | Buy |
28,475
+275
| +1% | +$35.3K | 1.64% | 11 |
|
|
2019
Q3 | $3.32M | Sell |
28,200
-2,812
| -9% | -$318K | 1.44% | 13 |
|
|
2019
Q2 | $3.47M | Sell |
31,012
-6,050
| -16% | -$667K | 1.46% | 13 |
|
|
2019
Q1 | $3.75M | Buy |
37,062
+1,700
| +5% | +$175K | 1.61% | 13 |
|
|
2018
Q4 | $3.45M | Buy |
35,362
+121
| +0.3% | +$12.9K | 1.72% | 13 |
|
|
2018
Q3 | $3.98M | Sell |
35,241
-121
| -0.3% | -$13.7K | 1.41% | 15 |
|
|
2018
Q2 | $3.69M | Buy |
35,362
+5,500
| +18% | +$603K | 1.44% | 16 |
|
|
2018
Q1 | $3.28M | Buy |
29,862
+2,250
| +8% | +$255K | 1.34% | 17 |
|
|
2017
Q4 | $2.95M | Hold |
27,612
| – | – | 1.32% | 16 |
|
|
2017
Q3 | $2.64M | Sell |
27,612
-1,000
| -3% | -$92.2K | 1.25% | 17 |
|
|
2017
Q2 | $2.62M | Sell |
28,612
-700
| -2% | -$60.4K | 1.23% | 17 |
|
|
2017
Q1 | $2.58M | Buy |
29,312
+1,100
| +4% | +$97K | 1.28% | 20 |
|
|
2016
Q4 | $2.43M | Sell |
28,212
-400
| -1% | -$30.5K | 1.38% | 16 |
|
|
2016
Q3 | $1.91M | Sell |
28,612
-4,188
| -13% | -$273K | 1.03% | 29 |
|
|
2016
Q2 | $2.04M | Sell |
32,800
-500
| -2% | -$31.2K | 0.89% | 26 |
|
|
2016
Q1 | $1.97M | Buy |
33,300
+5,650
| +20% | +$330K | 0.87% | 25 |
|
|
2015
Q4 | $1.83M | Sell |
27,650
-16,290
| -37% | -$1.06M | 1.19% | 15 |
|
|
2015
Q3 | $2.68M | Buy |
43,940
+16,790
| +62% | +$1.1M | 1.16% | 14 |
|
|
2015
Q2 | $1.84M | Sell |
27,150
-834
| -3% | -$54.5K | 1.25% | 14 |
|
|
2015
Q1 | $1.7M | Sell |
27,984
-7,180
| -20% | -$425K | 1.12% | 17 |
|
|
2014
Q4 | $2.2M | Sell |
35,164
-834
| -2% | -$50.2K | 0.99% | 24 |
|
|
2014
Q3 | $2.17M | Sell |
35,998
-500
| -1% | -$29.2K | 0.99% | 22 |
|
|
2014
Q2 | $2.1M | Sell |
36,498
-4,360
| -11% | -$245K | 0.96% | 24 |
|
|
2014
Q1 | $2.48M | Buy |
40,858
+4,920
| +14% | +$284K | 1.26% | 20 |
|
|
2013
Q4 | $2.1M | Buy |
35,938
+1,538
| +4% | +$84.3K | 1.12% | 19 |
|
|
2013
Q3 | $1.78M | Buy |
34,400
+8,000
| +30% | +$429K | 1% | 22 |
|
|
2013
Q2 | $1.39M | Buy |
+26,400
| New | +$1.34M | 0.84% | 27 |
|
Other funds holding JPM
VCM
VPM
Birinyi Associates's JPM Position: Q1 2026 in Review
Birinyi Associates increased its JPMorgan Chase (JPM) stake by 0.04% in Q1 2026, buying an estimated $1.21K and bringing the position to 10,723 shares worth $3.15M. The position accounts for 0.86% of the portfolio, ranked #22.
Birinyi Associates first reported a position in JPM in Q2 2013 and has held it in 52 quarters since. The position peaked at $3.98M in Q3 2018. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.
- Birinyi Associates held 10,723 shares of JPMorgan Chase worth $3.15M as of Q1 2026.
- Birinyi Associates bought 4 JPMorgan Chase shares in Q1 2026, an estimated $1.21K.
- JPMorgan Chase made up 0.86% of Birinyi Associates's portfolio in Q1 2026, its #22 holding.
- Birinyi Associates first reported a position in JPMorgan Chase in Q2 2013 and has held it in 52 quarters since.
- Birinyi Associates's JPMorgan Chase position peaked at $3.98M in Q3 2018.
- 5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.
Based on Birinyi Associates's 13F filing for Q1 2026, filed 4 May 2026.