Buckhead 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 | $4.48M | Sell |
15,239
-426
| -3% | -$129K | 1.69% | 17 |
|
|
2025
Q4 | $5.05M | Sell |
15,665
-1,805
| -10% | -$559K | 1.81% | 11 |
|
|
2025
Q3 | $5.51M | Buy |
17,470
+53
| +0.3% | +$15.8K | 2% | 9 |
|
|
2025
Q2 | $5.05M | Sell |
17,417
-12,037
| -41% | -$3.07M | 1.95% | 9 |
|
|
2025
Q1 | $7.23M | Buy |
29,454
+12
| +0% | +$3.06K | 2.32% | 8 |
|
|
2024
Q4 | $7.06M | Sell |
29,442
-258
| -0.9% | -$60.1K | 2.26% | 8 |
|
|
2024
Q3 | $6.26M | Sell |
29,700
-111
| -0.4% | -$23.4K | 1.98% | 14 |
|
|
2024
Q2 | $6.03M | Sell |
29,811
-103
| -0.3% | -$20.1K | 2.04% | 11 |
|
|
2024
Q1 | $5.99M | Buy |
29,914
+68
| +0.2% | +$12.3K | 2.03% | 11 |
|
|
2023
Q4 | $5.08M | Buy |
29,846
+1,477
| +5% | +$224K | 1.88% | 13 |
|
|
2023
Q3 | $4.11M | Sell |
28,369
-1,270
| -4% | -$190K | 1.71% | 19 |
|
|
2023
Q2 | $4.31M | Sell |
29,639
-4,259
| -13% | -$586K | 1.03% | 33 |
|
|
2023
Q1 | $4.42M | Sell |
33,898
-14
| -0% | -$1.92K | 1.04% | 36 |
|
|
2022
Q4 | $4.55M | Sell |
33,912
-1,082
| -3% | -$137K | 1.1% | 29 |
|
|
2022
Q3 | $3.66M | Sell |
34,994
-419
| -1% | -$48.1K | 0.95% | 38 |
|
|
2022
Q2 | $3.99M | Sell |
35,413
-807
| -2% | -$100K | 0.99% | 38 |
|
|
2022
Q1 | $4.94M | Sell |
36,220
-171
| -0.5% | -$25.2K | 1.07% | 33 |
|
|
2021
Q4 | $5.76M | Sell |
36,391
-3,433
| -9% | -$564K | 1.22% | 29 |
|
|
2021
Q3 | $6.52M | Sell |
39,824
-696
| -2% | -$109K | 1.46% | 22 |
|
|
2021
Q2 | $6.3M | Sell |
40,520
-177
| -0.4% | -$27.8K | 1.4% | 25 |
|
|
2021
Q1 | $6.2M | Sell |
40,697
-65
| -0.2% | -$9.35K | 1.45% | 27 |
|
|
2020
Q4 | $5.18M | Buy |
40,762
+2,191
| +6% | +$245K | 1.29% | 31 |
|
|
2020
Q3 | $3.71M | Buy |
38,571
+335
| +0.9% | +$32.9K | 1.06% | 35 |
|
|
2020
Q2 | $3.6M | Buy |
38,236
+1,474
| +4% | +$140K | 1.1% | 36 |
|
|
2020
Q1 | $3.31M | Sell |
36,762
-5,645
| -13% | -$686K | 1.24% | 32 |
|
|
2019
Q4 | $5.91M | Sell |
42,407
-2,748
| -6% | -$352K | 1.67% | 26 |
|
|
2019
Q3 | $5.31M | Buy |
45,155
+1,116
| +3% | +$126K | 1.52% | 28 |
|
|
2019
Q2 | $4.92M | Sell |
44,039
-4,745
| -10% | -$523K | 1.48% | 28 |
|
|
2019
Q1 | $4.94M | Buy |
48,784
+7,992
| +20% | +$823K | 1.54% | 30 |
|
|
2018
Q4 | $3.98M | Sell |
40,792
-791
| -2% | -$84.3K | 1.4% | 27 |
|
|
2018
Q3 | $4.69M | Buy |
41,583
+495
| +1% | +$56.2K | 1.44% | 27 |
|
|
2018
Q2 | $4.28M | Sell |
41,088
-71,749
| -64% | -$7.87M | 1.41% | 29 |
|
|
2018
Q1 | $12.4M | Buy |
112,837
+1,385
| +1% | +$157K | 2.74% | 1 |
|
|
2017
Q4 | $11.9M | Sell |
111,452
-943
| -0.8% | -$95.5K | 2.54% | 1 |
|
|
2017
Q3 | $10.7M | Sell |
112,395
-42,425
| -27% | -$3.91M | 2.31% | 3 |
|
|
2017
Q2 | $14.2M | Sell |
154,820
-990
| -0.6% | -$85.4K | 2.57% | 2 |
|
|
2017
Q1 | $13.7M | Buy |
155,810
+293
| +0.2% | +$25.8K | 2.52% | 2 |
|
|
2016
Q4 | $13.4M | Sell |
155,517
-21,607
| -12% | -$1.65M | 2.55% | 2 |
|
|
2016
Q3 | $11.8M | Sell |
177,124
-1,761
| -1% | -$115K | 2.25% | 5 |
|
|
2016
Q2 | $11.1M | Sell |
178,885
-382
| -0.2% | -$23.9K | 2.02% | 6 |
|
|
2016
Q1 | $10.6M | Buy |
179,267
+429
| +0.2% | +$25.1K | 1.98% | 5 |
|
|
2015
Q4 | $11.8M | Buy |
178,838
+21,386
| +14% | +$1.39M | 2.18% | 4 |
|
|
2015
Q3 | $9.6M | Buy |
157,452
+8,790
| +6% | +$576K | 1.88% | 8 |
|
|
2015
Q2 | $10.1M | Sell |
148,662
-8,341
| -5% | -$545K | 1.84% | 10 |
|
|
2015
Q1 | $9.51M | Buy |
157,003
+42,175
| +37% | +$2.5M | 1.68% | 11 |
|
|
2014
Q4 | $7.19M | Sell |
114,828
-11,430
| -9% | -$688K | 1.27% | 23 |
|
|
2014
Q3 | $7.61M | Sell |
126,258
-28,811
| -19% | -$1.68M | 1.32% | 23 |
|
|
2014
Q2 | $8.94M | Sell |
155,069
-10,675
| -6% | -$600K | 1.26% | 23 |
|
|
2014
Q1 | $10.1M | Sell |
165,744
-5,275
| -3% | -$305K | 1.28% | 16 |
|
|
2013
Q4 | $10M | Sell |
171,019
-9,712
| -5% | -$532K | 1.3% | 20 |
|
|
2013
Q3 | $9.34M | Sell |
180,731
-10,083
| -5% | -$541K | 1.28% | 22 |
|
|
2013
Q2 | $10.1M | Buy |
+190,814
| New | +$9.7M | 1.28% | 21 |
|
Other funds holding JPM
VCM
VPM
Buckhead Capital Management's JPM Position: Q1 2026 in Review
Buckhead Capital Management reduced its JPMorgan Chase (JPM) stake by 2.7% in Q1 2026, selling an estimated $129K and leaving 15,239 shares worth $4.48M. The position accounts for 1.69% of the portfolio, ranked #17.
Buckhead Capital Management first reported a position in JPM in Q2 2013 and has held it in 52 quarters since. The position peaked at $14.2M in Q2 2017. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.
- Buckhead Capital Management held 15,239 shares of JPMorgan Chase worth $4.48M as of Q1 2026.
- Buckhead Capital Management sold 426 JPMorgan Chase shares in Q1 2026, an estimated $129K.
- JPMorgan Chase made up 1.69% of Buckhead Capital Management's portfolio in Q1 2026, its #17 holding.
- Buckhead Capital Management first reported a position in JPMorgan Chase in Q2 2013 and has held it in 52 quarters since.
- Buckhead Capital Management's JPMorgan Chase position peaked at $14.2M in Q2 2017.
- 5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.
Based on Buckhead Capital Management's 13F filing for Q1 2026, filed 8 May 2026.