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Camelot Portfolios’s JPMorgan Chase JPM Stock Holding History

Camelot Portfolios’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 		– Sell
-50
Closed -$16.1K – 370
2025
Q4 		$16.1K Buy
+50
New +$15.5K 0.01% 399
2025
Q2 		– Sell
-4,696
Closed -$1.15M – 210
2025
Q1 		$1.15M Buy
+4,696
New +$1.2M 0.71% 45
2024
Q3 		– Sell
-113
Closed -$22.9K – 357
2024
Q2 		$22.9K Buy
+113
New +$22.1K 0.01% 357
2022
Q1 		– Sell
-1,635
Closed -$259K – 247
2021
Q4 		$259K Buy
+1,635
New +$269K 0.1% 211
2020
Q3 		– Sell
-6,106
Closed -$574K – 205
2020
Q2 		$574K Buy
6,106
+3,498
+134% +$332K 0.37% 74
2020
Q1 		$235K Sell
2,608
-614
-19% -$74.6K 0.13% 170
2019
Q4 		$449K Buy
3,222
+6
+0.2% +$770 0.19% 129
2019
Q3 		$379K Hold
3,216
– – 0.18% 133
2019
Q2 		$360K Buy
3,216
+201
+7% +$22.2K 0.15% 160
2019
Q1 		$305K Sell
3,015
-222
-7% -$22.9K 0.13% 183
2018
Q4 		$316K Buy
3,237
+37
+1% +$3.94K 0.15% 152
2018
Q3 		$361K Buy
3,200
+243
+8% +$27.6K 0.16% 140
2018
Q2 		$308K Buy
2,957
+69
+2% +$7.57K 0.13% 159
2018
Q1 		$317K Sell
2,888
-202
-7% -$22.9K 0.15% 143
2017
Q4 		$330K Buy
3,090
+8
+0.3% +$810 0.16% 128
2017
Q3 		$294K Buy
3,082
+10
+0.3% +$922 0.14% 128
2017
Q2 		$281K Sell
3,072
-510
-14% -$44K 0.14% 134
2017
Q1 		$315K Sell
3,582
-1,348
-27% -$119K 0.15% 127
2016
Q4 		$425K Sell
4,930
-115
-2% -$8.77K 0.22% 108
2016
Q3 		$336K Buy
5,045
+885
+21% +$57.7K 0.18% 120
2016
Q2 		$259K Buy
4,160
+109
+3% +$6.81K 0.15% 117
2016
Q1 		$240K Buy
4,051
+78
+2% +$4.55K 0.15% 122
2015
Q4 		$262K Sell
3,973
-334
-8% -$21.7K 0.17% 118
2015
Q3 		$263K Sell
4,307
-974
-18% -$63.8K 0.18% 123
2015
Q2 		$358K Sell
5,281
-5,672
-52% -$370K 0.21% 118
2015
Q1 		$664K Buy
10,953
+644
+6% +$38.1K 0.39% 78
2014
Q4 		$645K Buy
10,309
+81
+0.8% +$4.87K 0.37% 79
2014
Q3 		$616K Buy
10,228
+954
+10% +$55.8K 0.36% 81
2014
Q2 		$534K Buy
9,274
+701
+8% +$39.4K 0.34% 85
2014
Q1 		$520K Buy
8,573
+442
+5% +$25.5K 0.35% 82
2013
Q4 		$475K Buy
8,131
+2,118
+35% +$116K 0.31% 88
2013
Q3 		$311K Sell
6,013
-1,386
-19% -$74.3K 0.23% 105
2013
Q2 		$391K Buy
+7,399
New +$376K 0.3% 90

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

Camelot Portfolios's JPM Position: Q1 2026 in Review

Camelot Portfolios sold out of JPMorgan Chase (JPM) in Q1 2026, closing a stake of 50 shares — an estimated $16.1K sold.

Camelot Portfolios first reported a position in JPM in Q2 2013 and held it in 33 quarters. The position peaked at $1.15M in Q1 2025. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Camelot Portfolios reported no remaining JPMorgan Chase position as of Q1 2026 after selling out during the quarter.
  • Camelot Portfolios sold 50 JPMorgan Chase shares in Q1 2026, an estimated $16.1K.
  • Camelot Portfolios first reported a position in JPMorgan Chase in Q2 2013 and held it in 33 quarters.
  • Camelot Portfolios's JPMorgan Chase position peaked at $1.15M in Q1 2025.
  • 5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Camelot Portfolios's 13F filing for Q1 2026, filed 8 May 2026.