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Castellan Group’s JPMorgan Chase JPM Stock Holding History

Castellan Group’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
-644
Closed -$208K – 50
2025
Q4 		$208K Buy
+644
New +$199K 0.03% 60
2021
Q2 		– Sell
-11,243
Closed -$1.71M – 77
2021
Q1 		$1.71M Hold
11,243
– – 0.91% 26
2020
Q4 		$1.43M Buy
+11,243
New +$1.26M 1.54% 17

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Castellan Group's JPM Position: Q1 2026 in Review

Castellan Group sold out of JPMorgan Chase (JPM) in Q1 2026, closing a stake of 644 shares — an estimated $208K sold.

Castellan Group first reported a position in JPM in Q4 2020 and held it in 3 quarters. The position peaked at $1.71M in Q1 2021. 5,079 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Castellan Group reported no remaining JPMorgan Chase position as of Q1 2026 after selling out during the quarter.
  • Castellan Group sold 644 JPMorgan Chase shares in Q1 2026, an estimated $208K.
  • Castellan Group first reported a position in JPMorgan Chase in Q4 2020 and held it in 3 quarters.
  • Castellan Group's JPMorgan Chase position peaked at $1.71M in Q1 2021.
  • 5,079 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Castellan Group's 13F filing for Q1 2026, filed 23 Apr 2026.