Bourgeon Capital Management’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 | $27.9M | Buy |
94,837
+6,983
| +8% | +$2.12M | 4.83% | 2 |
|
|
2025
Q4 | $28.3M | Sell |
87,854
-1,340
| -2% | -$415K | 4.58% | 2 |
|
|
2025
Q3 | $28.1M | Sell |
89,194
-3,000
| -3% | -$892K | 5.08% | 2 |
|
|
2025
Q2 | $26.7M | Sell |
92,194
-2,355
| -2% | -$601K | 5.28% | 1 |
|
|
2025
Q1 | $23.2M | Sell |
94,549
-30,971
| -25% | -$7.9M | 4.99% | 1 |
|
|
2024
Q4 | $30.1M | Sell |
125,520
-2,129
| -2% | -$496K | 5.62% | 1 |
|
|
2024
Q3 | $26.9M | Sell |
127,649
-1,310
| -1% | -$276K | 5.18% | 1 |
|
|
2024
Q2 | $26.1M | Buy |
128,959
+274
| +0.2% | +$53.6K | 5.11% | 1 |
|
|
2024
Q1 | $25.8M | Buy |
128,685
+1,050
| +0.8% | +$189K | 5.04% | 1 |
|
|
2023
Q4 | $21.7M | Sell |
127,635
-1,430
| -1% | -$217K | 4.8% | 1 |
|
|
2023
Q3 | $18.7M | Sell |
129,065
-1,918
| -1% | -$288K | 4.39% | 1 |
|
|
2023
Q2 | $19.1M | Sell |
130,983
-1,838
| -1% | -$253K | 4.44% | 1 |
|
|
2023
Q1 | $17.3M | Buy |
132,821
+797
| +0.6% | +$109K | 4.12% | 1 |
|
|
2022
Q4 | $17.7M | Buy |
132,024
+1,524
| +1% | +$193K | 4.34% | 1 |
|
|
2022
Q3 | $13.6M | Buy |
130,500
+4,435
| +4% | +$509K | 3.75% | 2 |
|
|
2022
Q2 | $14.2M | Buy |
126,065
+4,756
| +4% | +$589K | 3.75% | 2 |
|
|
2022
Q1 | $16.5M | Buy |
121,309
+7,922
| +7% | +$1.17M | 3.74% | 1 |
|
|
2021
Q4 | $18M | Sell |
113,387
-2,620
| -2% | -$430K | 3.7% | 3 |
|
|
2021
Q3 | $19M | Sell |
116,007
-596
| -0.5% | -$93.4K | 4.06% | 2 |
|
|
2021
Q2 | $18.1M | Buy |
116,603
+1,842
| +2% | +$289K | 3.9% | 2 |
|
|
2021
Q1 | $17.5M | Sell |
114,761
-184
| -0.2% | -$26.5K | 3.88% | 2 |
|
|
2020
Q4 | $14.6M | Sell |
114,945
-397
| -0.3% | -$44.4K | 3.61% | 2 |
|
|
2020
Q3 | $11.1M | Buy |
115,342
+88
| +0.1% | +$8.64K | 3.36% | 4 |
|
|
2020
Q2 | $10.8M | Buy |
115,254
+25,787
| +29% | +$2.45M | 3.86% | 4 |
|
|
2020
Q1 | $8.05M | Buy |
89,467
+24,447
| +38% | +$2.97M | 4.17% | 3 |
|
|
2019
Q4 | $9.06M | Sell |
65,020
-623
| -0.9% | -$79.9K | 4.28% | 2 |
|
|
2019
Q3 | $7.73M | Buy |
65,643
+460
| +0.7% | +$52K | 4.19% | 5 |
|
|
2019
Q2 | $7.29M | Buy |
65,183
+102
| +0.2% | +$11.2K | 4.23% | 4 |
|
|
2019
Q1 | $6.59M | Sell |
65,081
-750
| -1% | -$77.3K | 3.86% | 4 |
|
|
2018
Q4 | $6.43M | Sell |
65,831
-3,303
| -5% | -$352K | 4.2% | 4 |
|
|
2018
Q3 | $7.8M | Sell |
69,134
-4,824
| -7% | -$548K | 4.02% | 2 |
|
|
2018
Q2 | $7.71M | Buy |
73,958
+57
| +0.1% | +$6.25K | 4.14% | 1 |
|
|
2018
Q1 | $8.13M | Sell |
73,901
-848
| -1% | -$96K | 4.44% | 1 |
|
|
2017
Q4 | $7.99M | Sell |
74,749
-1,427
| -2% | -$144K | 4.37% | 1 |
|
|
2017
Q3 | $7.28M | Sell |
76,176
-508
| -0.7% | -$46.8K | 4.29% | 1 |
|
|
2017
Q2 | $7.01M | Buy |
76,684
+928
| +1% | +$80.1K | 4.39% | 1 |
|
|
2017
Q1 | $6.65M | Buy |
75,756
+303
| +0.4% | +$26.7K | 4.15% | 1 |
|
|
2016
Q4 | $6.51M | Sell |
75,453
-15,739
| -17% | -$1.2M | 4.09% | 1 |
|
|
2016
Q3 | $6.07M | Sell |
91,192
-5,999
| -6% | -$391K | 3.89% | 1 |
|
|
2016
Q2 | $6.04M | Buy |
97,191
+1,973
| +2% | +$123K | 3.92% | 1 |
|
|
2016
Q1 | $5.64M | Sell |
95,218
-1,746
| -2% | -$102K | 3.77% | 1 |
|
|
2015
Q4 | $6.4M | Sell |
96,964
-403
| -0.4% | -$26.2K | 4.11% | 1 |
|
|
2015
Q3 | $5.94M | Buy |
97,367
+7,551
| +8% | +$495K | 4.14% | 1 |
|
|
2015
Q2 | $6.09M | Sell |
89,816
-188
| -0.2% | -$12.3K | 3.69% | 1 |
|
|
2015
Q1 | $5.45M | Sell |
90,004
-949
| -1% | -$56.2K | 3.34% | 1 |
|
|
2014
Q4 | $5.69M | Sell |
90,953
-1,182
| -1% | -$71.1K | 3.47% | 1 |
|
|
2014
Q3 | $5.55M | Buy |
92,135
+885
| +1% | +$51.7K | 3.24% | 2 |
|
|
2014
Q2 | $5.26M | Buy |
91,250
+11,418
| +14% | +$642K | 2.87% | 4 |
|
|
2014
Q1 | $4.85M | Buy |
79,832
+6,250
| +8% | +$361K | 3.05% | 3 |
|
|
2013
Q4 | $4.3M | Buy |
73,582
+825
| +1% | +$45.2K | 2.77% | 5 |
|
|
2013
Q3 | $3.76M | Buy |
72,757
+11,650
| +19% | +$625K | 2.54% | 8 |
|
|
2013
Q2 | $3.23M | Buy |
+61,107
| New | +$3.11M | 2.3% | 10 |
|
Other funds holding JPM
VCM
VPM
Bourgeon Capital Management's JPM Position: Q1 2026 in Review
Bourgeon Capital Management increased its JPMorgan Chase (JPM) stake by 7.9% in Q1 2026, buying an estimated $2.12M and bringing the position to 94,837 shares worth $27.9M. The position accounts for 4.83% of the portfolio, ranked #2.
Bourgeon Capital Management first reported a position in JPM in Q2 2013 and has held it in 52 quarters since. The position peaked at $30.1M in Q4 2024. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.
- Bourgeon Capital Management held 94,837 shares of JPMorgan Chase worth $27.9M as of Q1 2026.
- Bourgeon Capital Management bought 6,983 JPMorgan Chase shares in Q1 2026, an estimated $2.12M.
- JPMorgan Chase made up 4.83% of Bourgeon Capital Management's portfolio in Q1 2026, its #2 holding.
- Bourgeon Capital Management first reported a position in JPMorgan Chase in Q2 2013 and has held it in 52 quarters since.
- Bourgeon Capital Management's JPMorgan Chase position peaked at $30.1M in Q4 2024.
- 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.
Based on Bourgeon Capital Management's 13F filing for Q1 2026, filed 13 Apr 2026.