CenterStar Asset Management’s JPMorgan Chase JPM Stock Holding History

CenterStar Asset Management’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	-1,500	Closed	-$483K	–	532
2025 Q4	$483K	Buy	+1,500	New	+$464K	0.14%	162
2025 Q3	–	Sell	-3,200	Closed	-$928K	–	330
2025 Q2	$928K	Sell	3,200 -2,900	-48%	-$740K	0.22%	84
2025 Q1	$1.5M	Buy	6,100 +900	+17%	+$229K	0.36%	74
2024 Q4	$1.25M	Buy	+5,200	New	+$1.21M	0.43%	45
2023 Q4	–	Sell	-3,700	Closed	-$537K	–	369
2023 Q3	$537K	Sell	3,700 -10,700	-74%	-$1.6M	0.11%	173
2023 Q2	$2.09M	Buy	+14,400	New	+$1.98M	0.23%	48
2022 Q4	–	Hold	0	–	-$598K	–	335
2022 Q3	–	Hold	0	–	–	–	159
2022 Q2	–	Hold	0	–	–	–	257
2022 Q1	–	Hold	0	–	–	–	311
2021 Q4	–	Hold	0	–	–	–	451
2021 Q2	–	Hold	0	–	-$7.25M	–	582
2021 Q1	–	Hold	0	–	–	–	19
2020 Q4	–	Hold	0	–	–	–	33
2020 Q3	–	Hold	0	–	–	–	45
2020 Q2	–	Hold	0	–	–	–	102
2020 Q1	–	Hold	0	–	–	–	248
2019 Q4	–	Hold	0	–	–	–	25
2019 Q3	–	Hold	0	–	–	–	34
2019 Q1	–	Hold	0	–	-$27K	–	469
2018 Q4	–	Hold	0	–	–	–	258
2018 Q3	–	Hold	0	–	–	–	321
2018 Q2	–	Hold	0	–	–	–	222
2018 Q1	–	Hold	0	–	–	–	730
2017 Q4	–	Hold	0	–	–	–	124

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

CenterStar Asset Management's JPM Position: Q1 2026 in Review

CenterStar Asset Management sold out of JPMorgan Chase (JPM) in Q1 2026, closing a stake of 1,436 shares — an estimated $463K sold.

CenterStar Asset Management first reported a position in JPM in Q2 2023 and held it in 2 quarters. The position peaked at $463K in Q4 2025. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

CenterStar Asset Management reported no remaining JPMorgan Chase position as of Q1 2026 after selling out during the quarter.
CenterStar Asset Management sold 1,436 JPMorgan Chase shares in Q1 2026, an estimated $463K.
CenterStar Asset Management first reported a position in JPMorgan Chase in Q2 2023 and held it in 2 quarters.
CenterStar Asset Management's JPMorgan Chase position peaked at $463K in Q4 2025.
5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on CenterStar Asset Management's 13F filing for Q1 2026, filed 1 May 2026.