Bleichroeder LP’s JPMorgan Chase JPM Stock Holding History

Bleichroeder LP’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 Q2	$3.34M	Sell	10,200 -4,800	-32%	-$1.49M	0.6%	25
2026 Q1	$4.41M	Hold	15,000	–	–	0.76%	16
2025 Q4	$4.83M	Hold	15,000	–	–	0.85%	16
2025 Q3	$4.73M	Hold	15,000	–	–	0.92%	17
2025 Q2	$4.35M	Hold	15,000	–	–	1.07%	16
2025 Q1	$3.68M	Hold	15,000	–	–	0.98%	16
2024 Q4	$3.6M	Hold	15,000	–	–	0.9%	15
2024 Q3	$3.16M	Hold	15,000	–	–	0.85%	17
2024 Q2	$3.03M	Sell	15,000 -15,000	-50%	-$2.93M	0.9%	18
2024 Q1	$6.01M	Hold	30,000	–	–	1.5%	14
2023 Q4	$5.1M	Hold	30,000	–	–	1.13%	14
2023 Q3	$4.35M	Hold	30,000	–	–	1.07%	18
2023 Q2	$4.36M	Hold	30,000	–	–	0.89%	21
2023 Q1	$3.91M	Hold	30,000	–	–	0.83%	21
2022 Q4	$4.02M	Hold	30,000	–	–	0.87%	24
2022 Q3	$3.13M	Hold	30,000	–	–	0.65%	27
2022 Q2	$3.38M	Hold	30,000	–	–	0.7%	28
2022 Q1	$4.09M	Hold	30,000	–	–	0.73%	30
2021 Q4	$4.75M	Hold	30,000	–	–	0.74%	26
2021 Q3	$4.91M	Hold	30,000	–	–	0.8%	27
2021 Q2	$4.67M	Hold	30,000	–	–	0.7%	29
2021 Q1	$4.57M	Hold	30,000	–	–	0.77%	26
2020 Q4	$3.81M	Hold	30,000	–	–	0.74%	24
2020 Q3	$2.89M	Hold	30,000	–	–	0.52%	30
2020 Q2	$2.82M	Hold	30,000	–	–	0.5%	31
2020 Q1	$2.7M	Hold	30,000	–	–	0.71%	26
2019 Q4	$4.18M	Buy	+30,000	New	+$3.85M	0.66%	22

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bleichroeder LP's JPM Position: Q2 2026 in Review

Bleichroeder LP reduced its JPMorgan Chase (JPM) stake by 32% in Q2 2026, selling an estimated $1.49M and leaving 10,200 shares worth $3.34M. The position accounts for 0.6% of the portfolio, ranked #25.

Bleichroeder LP first reported a position in JPM in Q4 2019 and has held it in 27 quarters since. The position peaked at $6.01M in Q1 2024. 5,125 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Bleichroeder LP held 10,200 shares of JPMorgan Chase worth $3.34M as of Q2 2026.
Bleichroeder LP sold 4,800 JPMorgan Chase shares in Q2 2026, an estimated $1.49M.
JPMorgan Chase made up 0.6% of Bleichroeder LP's portfolio in Q2 2026, its #25 holding.
Bleichroeder LP first reported a position in JPMorgan Chase in Q4 2019 and has held it in 27 quarters since.
Bleichroeder LP's JPMorgan Chase position peaked at $6.01M in Q1 2024.
5,125 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Bleichroeder LP's 13F filing for Q2 2026, filed 13 Aug 2026.