BHC
JPM icon

Bowen Hanes & Co’s JPMorgan Chase JPM Stock Holding History

Bowen Hanes & Co’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 		$81M Sell
275,470
-1,749
-0.6% -$531K 1.97% 14
2025
Q4 		$89.3M Sell
277,219
-105
-0% -$32.5K 2.24% 12
2025
Q3 		$87.5M Sell
277,324
-4,560
-2% -$1.36M 2.19% 13
2025
Q2 		$81.7M Buy
281,884
+4,450
+2% +$1.14M 2.06% 14
2025
Q1 		$68.1M Buy
277,434
+13,224
+5% +$3.37M 1.89% 19
2024
Q4 		$63.3M Buy
264,210
+3,553
+1% +$828K 1.7% 25
2024
Q3 		$55M Buy
260,657
+224,677
+624% +$47.3M 1.44% 30
2024
Q2 		$7.28M Sell
35,980
-205
-0.6% -$40.1K 0.2% 69
2024
Q1 		$7.25M Sell
36,185
-350
-1% -$63.2K 0.21% 70
2023
Q4 		$6.21M Sell
36,535
-1,300
-3% -$197K 0.19% 67
2023
Q3 		$5.49M Buy
37,835
+891
+2% +$134K 0.18% 65
2023
Q2 		$5.37M Buy
36,944
+807
+2% +$111K 0.17% 67
2023
Q1 		$4.71M Sell
36,137
-4,627
-11% -$634K 0.16% 70
2022
Q4 		$5.47M Sell
40,764
-205,556
-83% -$26M 0.19% 69
2022
Q3 		$25.7M Sell
246,320
-181,745
-42% -$20.9M 1% 47
2022
Q2 		$48.2M Buy
428,065
+7,144
+2% +$885K 1.75% 26
2022
Q1 		$57.4M Sell
420,921
-3,800
-0.9% -$561K 1.71% 20
2021
Q4 		$67.3M Sell
424,721
-13,355
-3% -$2.19M 1.9% 17
2021
Q3 		$71.7M Buy
438,076
+3,095
+0.7% +$485K 2.2% 9
2021
Q2 		$67.7M Sell
434,981
-4,440
-1% -$697K 2.06% 13
2021
Q1 		$66.9M Sell
439,421
-94
-0% -$13.5K 2.14% 10
2020
Q4 		$55.8M Sell
439,515
-13,256
-3% -$1.48M 1.86% 19
2020
Q3 		$43.6M Buy
452,771
+12,750
+3% +$1.25M 1.57% 28
2020
Q2 		$41.4M Buy
440,021
+20,760
+5% +$1.97M 1.67% 29
2020
Q1 		$37.7M Buy
419,261
+49,046
+13% +$5.96M 1.85% 29
2019
Q4 		$51.6M Buy
370,215
+126,111
+52% +$16.2M 2.12% 12
2019
Q3 		$28.7M Sell
244,104
-1,135
-0.5% -$128K 1.22% 40
2019
Q2 		$27.4M Buy
245,239
+12,056
+5% +$1.33M 1.18% 43
2019
Q1 		$23.6M Buy
233,183
+22,209
+11% +$2.29M 1.04% 50
2018
Q4 		$20.6M Sell
210,974
-1,355
-0.6% -$144K 1.04% 49
2018
Q3 		$24M Buy
212,329
+189,915
+847% +$21.6M 1.05% 46
2018
Q2 		$2.34M Buy
22,414
+65
+0.3% +$7.13K 0.11% 87
2018
Q1 		$2.46M Buy
22,349
+11,100
+99% +$1.26M 0.11% 86
2017
Q4 		$1.2M Buy
11,249
+320
+3% +$32.4K 0.05% 105
2017
Q3 		$1.04M Buy
10,929
+170
+2% +$15.7K 0.05% 105
2017
Q2 		$983K Buy
10,759
+800
+8% +$69K 0.05% 104
2017
Q1 		$875K Buy
+9,959
New +$879K 0.04% 102
2016
Q1 		– Sell
-3,215
Closed -$212K – 132
2015
Q4 		$212K Buy
+3,215
New +$209K 0.01% 140
2015
Q1 		– Sell
-3,471
Closed -$217K – 143
2014
Q4 		$217K Buy
+3,471
New +$209K 0.01% 141

Other funds holding JPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bowen Hanes & Co's JPM Position: Q1 2026 in Review

Bowen Hanes & Co reduced its JPMorgan Chase (JPM) stake by 0.63% in Q1 2026, selling an estimated $531K and leaving 275,470 shares worth $81M. The position accounts for 1.97% of the portfolio, ranked #14.

Bowen Hanes & Co first reported a position in JPM in Q4 2014 and has held it in 39 quarters since. The position peaked at $89.3M in Q4 2025. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Bowen Hanes & Co held 275,470 shares of JPMorgan Chase worth $81M as of Q1 2026.
  • Bowen Hanes & Co sold 1,749 JPMorgan Chase shares in Q1 2026, an estimated $531K.
  • JPMorgan Chase made up 1.97% of Bowen Hanes & Co's portfolio in Q1 2026, its #14 holding.
  • Bowen Hanes & Co first reported a position in JPMorgan Chase in Q4 2014 and has held it in 39 quarters since.
  • Bowen Hanes & Co's JPMorgan Chase position peaked at $89.3M in Q4 2025.
  • 5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Bowen Hanes & Co's 13F filing for Q1 2026, filed 14 May 2026.