Campbell & Co Investment Adviser’s JPMorgan Chase JPM Stock Holding History

Campbell & Co Investment Adviser’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	-29,196	Closed	-$9.41M	–	1238
2025 Q4	$9.41M	Buy	+29,196	New	+$9.04M	0.45%	18
2024 Q2	–	Sell	-3,193	Closed	-$640K	–	1190
2024 Q1	$640K	Sell	3,193 -15,777	-83%	-$2.85M	0.06%	595
2023 Q4	$3.23M	Buy	+18,970	New	+$2.87M	0.29%	36
2021 Q3	–	Sell	-2,000	Closed	-$311K	–	675
2021 Q2	$311K	Sell	2,000 -3,300	-62%	-$518K	0.13%	311
2021 Q1	$807K	Buy	5,300 +2,900	+121%	+$417K	0.5%	33
2020 Q4	$305K	Buy	+2,400	New	+$268K	0.19%	224
2020 Q3	–	Sell	-2,617	Closed	-$246K	–	434
2020 Q2	$246K	Buy	+2,617	New	+$248K	0.31%	151

Other funds holding JPM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Campbell & Co Investment Adviser's JPM Position: Q1 2026 in Review

Campbell & Co Investment Adviser sold out of JPMorgan Chase (JPM) in Q1 2026, closing a stake of 29,196 shares — an estimated $9.41M sold.

Campbell & Co Investment Adviser first reported a position in JPM in Q2 2020 and held it in 7 quarters. The position peaked at $9.41M in Q4 2025. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Campbell & Co Investment Adviser reported no remaining JPMorgan Chase position as of Q1 2026 after selling out during the quarter.
Campbell & Co Investment Adviser sold 29,196 JPMorgan Chase shares in Q1 2026, an estimated $9.41M.
Campbell & Co Investment Adviser first reported a position in JPMorgan Chase in Q2 2020 and held it in 7 quarters.
Campbell & Co Investment Adviser's JPMorgan Chase position peaked at $9.41M in Q4 2025.
5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Campbell & Co Investment Adviser's 13F filing for Q1 2026, filed 15 May 2026.