BOCHK Asset Management’s JPMorgan Chase JPM Stock Holding History

BOCHK 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	$5.03M	Buy	17,100 +9,700	+131%	+$2.94M	1.04%	28
2025 Q4	$2.38M	Buy	7,400 +1,900	+35%	+$588K	0.64%	13
2025 Q3	$1.73M	Buy	5,500 +2,500	+83%	+$744K	0.46%	16
2025 Q2	$870K	Buy	3,000 +2,000	+200%	+$510K	0.25%	11
2025 Q1	$245K	Hold	1,000	–	–	0.14%	32
2024 Q4	$240K	Hold	1,000	–	–	0.07%	40
2024 Q3	$211K	Hold	1,000	–	–	0.06%	41
2024 Q2	$202K	Hold	1,000	–	–	0.07%	44
2024 Q1	$200K	Hold	1,000	–	–	0.07%	45
2023 Q4	$170K	Buy	+1,000	New	+$152K	0.1%	55

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

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

BOCHK Asset Management increased its JPMorgan Chase (JPM) stake by 131% in Q1 2026, buying an estimated $2.94M and bringing the position to 17,100 shares worth $5.03M. The position accounts for 1.04% of the portfolio, ranked #28.

BOCHK Asset Management first reported a position in JPM in Q4 2023 and has held it in 10 quarters since. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

BOCHK Asset Management held 17,100 shares of JPMorgan Chase worth $5.03M as of Q1 2026.
BOCHK Asset Management bought 9,700 JPMorgan Chase shares in Q1 2026, an estimated $2.94M.
JPMorgan Chase made up 1.04% of BOCHK Asset Management's portfolio in Q1 2026, its #28 holding.
BOCHK Asset Management first reported a position in JPMorgan Chase in Q4 2023 and has held it in 10 quarters since.
5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on BOCHK Asset Management's 13F filing for Q1 2026, filed 6 May 2026.