Calton & Associates’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 | $3.43M | Buy |
11,652
+75
| +0.6% | +$22.8K | 0.49% | 46 |
|
|
2025
Q4 | $3.73M | Buy |
11,577
+149
| +1% | +$46.1K | 0.55% | 37 |
|
|
2025
Q3 | $3.6M | Buy |
11,428
+297
| +3% | +$88.3K | 0.54% | 42 |
|
|
2025
Q2 | $3.23M | Buy |
11,131
+1,927
| +21% | +$492K | 0.56% | 39 |
|
|
2025
Q1 | $2.26M | Buy |
9,204
+2,146
| +30% | +$547K | 0.52% | 44 |
|
|
2024
Q4 | $1.69M | Sell |
7,058
-808
| -10% | -$188K | 0.75% | 27 |
|
|
2024
Q3 | $1.66M | Sell |
7,866
-420
| -5% | -$88.5K | 0.63% | 38 |
|
|
2024
Q2 | $1.68M | Sell |
8,286
-96
| -1% | -$18.8K | 0.84% | 28 |
|
|
2024
Q1 | $1.68M | Sell |
8,382
-1,811
| -18% | -$327K | 0.82% | 27 |
|
|
2023
Q4 | $1.73M | Buy |
10,193
+8,330
| +447% | +$1.26M | 0.7% | 35 |
|
|
2023
Q3 | $270K | Sell |
1,863
-8,686
| -82% | -$1.3M | 0.39% | 71 |
|
|
2023
Q2 | $1.53M | Buy |
10,549
+2,013
| +24% | +$277K | 0.72% | 37 |
|
|
2023
Q1 | $1.11M | Sell |
8,536
-815
| -9% | -$112K | 0.52% | 54 |
|
|
2022
Q4 | $1.25M | Buy |
9,351
+2,923
| +45% | +$370K | 0.49% | 52 |
|
|
2022
Q3 | $671K | Sell |
6,428
-1,063
| -14% | -$122K | 0.38% | 66 |
|
|
2022
Q2 | $843K | Sell |
7,491
-7,041
| -48% | -$872K | 0.47% | 49 |
|
|
2022
Q1 | $1.3M | Sell |
14,532
-1,962
| -12% | -$290K | 0.39% | 66 |
|
|
2021
Q4 | $1.82M | Sell |
16,494
-1,204
| -7% | -$198K | 0.49% | 50 |
|
|
2021
Q3 | $2.08M | Buy |
17,698
+5,583
| +46% | +$875K | 0.46% | 55 |
|
|
2021
Q2 | $1.89M | Sell |
12,115
-7,518
| -38% | -$1.18M | 0.36% | 61 |
|
|
2021
Q1 | $2.23M | Buy |
19,633
+2,184
| +13% | +$314K | 0.43% | 45 |
|
|
2020
Q4 | $2.22M | Sell |
17,449
-6,883
| -28% | -$769K | 0.4% | 52 |
|
|
2020
Q3 | $1.87M | Buy |
24,332
+4,822
| +25% | +$474K | 0.38% | 56 |
|
|
2020
Q2 | $1.83M | Sell |
19,510
-4,260
| -18% | -$404K | 0.4% | 55 |
|
|
2020
Q1 | $1.7M | Buy |
23,770
+1,965
| +9% | +$239K | 0.42% | 52 |
|
|
2019
Q4 | $2.35M | Sell |
21,805
-1,011
| -4% | -$130K | 0.47% | 44 |
|
|
2019
Q3 | $2.1M | Buy |
22,816
+1,713
| +8% | +$194K | 0.47% | 43 |
|
|
2019
Q2 | $1.81M | Buy |
21,103
+4,999
| +31% | +$551K | 0.51% | 36 |
|
|
2019
Q1 | $1.63M | Buy |
16,104
+839
| +5% | +$86.4K | 0.5% | 36 |
|
|
2018
Q4 | $1.49M | Sell |
15,265
-1,634
| -10% | -$174K | 0.55% | 31 |
|
|
2018
Q3 | $1.91M | Sell |
16,899
-663
| -4% | -$75.3K | 0.56% | 28 |
|
|
2018
Q2 | $2.07M | Sell |
17,562
-10,946
| -38% | -$1.2M | 0.6% | 24 |
|
|
2018
Q1 | $3.13M | Buy |
28,508
+8
| +0% | +$906 | 0.91% | 19 |
|
|
2017
Q4 | $3.25M | Buy |
+28,500
| New | +$2.89M | 0.82% | 17 |
|
Other funds holding JPM
VCM
VPM
Calton & Associates's JPM Position: Q1 2026 in Review
Calton & Associates increased its JPMorgan Chase (JPM) stake by 0.65% in Q1 2026, buying an estimated $22.8K and bringing the position to 11,652 shares worth $3.43M. The position accounts for 0.49% of the portfolio, ranked #46.
Calton & Associates first reported a position in JPM in Q4 2017 and has held it in 34 quarters since. The position peaked at $3.73M in Q4 2025. 5,061 funds tracked by Wall St. Rank hold JPM as of Q1 2026.
- Calton & Associates held 11,652 shares of JPMorgan Chase worth $3.43M as of Q1 2026.
- Calton & Associates bought 75 JPMorgan Chase shares in Q1 2026, an estimated $22.8K.
- JPMorgan Chase made up 0.49% of Calton & Associates's portfolio in Q1 2026, its #46 holding.
- Calton & Associates first reported a position in JPMorgan Chase in Q4 2017 and has held it in 34 quarters since.
- Calton & Associates's JPMorgan Chase position peaked at $3.73M in Q4 2025.
- 5,061 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.
Based on Calton & Associates's 13F filing for Q1 2026, filed 13 May 2026.