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Central Asset Investments & Management Holdings’s JPMorgan Chase JPM Stock Holding History

Central Asset Investments & Management Holdings’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
-11,892
Closed -$3.83M – 34
2025
Q4 		$3.83M Buy
11,892
+6,513
+121% +$2.02M 2.49% 10
2025
Q3 		$1.7M Sell
5,379
-119
-2% -$35.4K 1% 26
2025
Q2 		$1.59M Buy
+5,498
New +$1.4M 1.12% 19
2025
Q1 		– Sell
-7,119
Closed -$1.71M – 60
2024
Q4 		$1.71M Buy
7,119
+5,519
+345% +$1.29M 1.05% 23
2024
Q3 		$337K Sell
1,600
-11,600
-88% -$2.44M 0.33% 29
2024
Q2 		$2.67M Buy
13,200
+4,600
+53% +$899K 1% 14
2024
Q1 		$1.72M Buy
+8,600
New +$1.55M 1.4% 18
2023
Q4 		– Sell
-3,900
Closed -$566K – 44
2023
Q3 		$566K Buy
+3,900
New +$585K 0.64% 20
2023
Q2 		– Sell
-12,000
Closed -$1.56M – 56
2023
Q1 		$1.56M Buy
+12,000
New +$1.64M 1.66% 26
2022
Q2 		– Sell
-7,706
Closed -$1.05M – 48
2022
Q1 		$1.05M Sell
7,706
-18,400
-70% -$2.72M 0.69% 25
2021
Q4 		$4.13M Sell
26,106
-7,300
-22% -$1.2M 2.52% 15
2021
Q3 		$5.47M Sell
33,406
-19,670
-37% -$3.08M 2.93% 11
2021
Q2 		$8.26M Buy
53,076
+39,066
+279% +$6.14M 3.09% 11
2021
Q1 		$2.13M Buy
+14,010
New +$2.02M 1.23% 17
2020
Q1 		– Sell
-34,941
Closed -$4.87M – 23
2019
Q4 		$4.87M Buy
+34,941
New +$4.48M 4% 10
2018
Q4 		– Sell
-60,820
Closed -$6.86M – 13
2018
Q3 		$6.86M Buy
+60,820
New +$6.9M 7.8% 4
2018
Q2 		– Sell
-26,600
Closed -$2.92M – 35
2018
Q1 		$2.92M Sell
26,600
-10,700
-29% -$1.21M 2.5% 6
2017
Q4 		$3.99M Buy
37,300
+32,300
+646% +$3.27M 3.27% 7
2017
Q3 		$478K Sell
5,000
-29,800
-86% -$2.75M 0.36% 19
2017
Q2 		$3.18M Buy
+34,800
New +$3M 2.4% 15

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

Central Asset Investments & Management Holdings's JPM Position: Q1 2026 in Review

Central Asset Investments & Management Holdings sold out of JPMorgan Chase (JPM) in Q1 2026, closing a stake of 11,892 shares — an estimated $3.83M sold.

Central Asset Investments & Management Holdings first reported a position in JPM in Q2 2017 and held it in 20 quarters. The position peaked at $8.26M in Q2 2021. 5,058 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Central Asset Investments & Management Holdings reported no remaining JPMorgan Chase position as of Q1 2026 after selling out during the quarter.
  • Central Asset Investments & Management Holdings sold 11,892 JPMorgan Chase shares in Q1 2026, an estimated $3.83M.
  • Central Asset Investments & Management Holdings first reported a position in JPMorgan Chase in Q2 2017 and held it in 20 quarters.
  • Central Asset Investments & Management Holdings's JPMorgan Chase position peaked at $8.26M in Q2 2021.
  • 5,058 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Central Asset Investments & Management Holdings's 13F filing for Q1 2026, filed 8 May 2026.