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Charter Oak Capital Management’s JPMorgan Chase JPM Stock Holding History

Charter Oak Capital 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 		$2.73M Sell
9,293
-694
-7% -$211K 0.21% 36
2025
Q4 		$3.22M Buy
9,987
+711
+8% +$220K 0.25% 35
2025
Q3 		$2.93M Buy
9,276
+220
+2% +$65.4K 0.23% 35
2025
Q2 		$2.63M Buy
9,056
+310
+4% +$79.1K 0.22% 36
2025
Q1 		$2.15M Sell
8,746
-75
-0.9% -$19.1K 0.2% 39
2024
Q4 		$2.11M Buy
8,821
+24
+0.3% +$5.59K 0.2% 41
2024
Q3 		$1.86M Buy
8,797
+1,062
+14% +$224K 0.17% 43
2024
Q2 		$1.56M Sell
7,735
-475
-6% -$92.9K 0.16% 47
2024
Q1 		$1.64M Buy
8,210
+636
+8% +$115K 0.18% 49
2023
Q4 		$1.29M Buy
7,574
+224
+3% +$33.9K 0.15% 55
2023
Q3 		$1.07M Sell
7,350
-36
-0.5% -$5.4K 0.14% 62
2023
Q2 		$1.07M Buy
7,386
+223
+3% +$30.7K 0.14% 64
2023
Q1 		$933K Buy
7,163
+90
+1% +$12.3K 0.13% 68
2022
Q4 		$949K Sell
7,073
-153
-2% -$19.4K 0.14% 65
2022
Q3 		$755K Sell
7,226
-2,968
-29% -$341K 0.12% 70
2022
Q2 		$1.15M Buy
10,194
+175
+2% +$21.7K 0.16% 61
2022
Q1 		$1.37M Buy
10,019
+1,300
+15% +$192K 0.17% 58
2021
Q4 		$1.38M Buy
8,719
+77
+0.9% +$12.6K 0.16% 59
2021
Q3 		$1.42M Buy
8,642
+231
+3% +$36.2K 0.18% 54
2021
Q2 		$1.31M Buy
8,411
+124
+1% +$19.5K 0.17% 56
2021
Q1 		$1.26M Buy
8,287
+15
+0.2% +$2.16K 0.18% 58
2020
Q4 		$1.05M Buy
+8,272
New +$925K 0.16% 58

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

Charter Oak Capital Management's JPM Position: Q1 2026 in Review

Charter Oak Capital Management reduced its JPMorgan Chase (JPM) stake by 6.9% in Q1 2026, selling an estimated $211K and leaving 9,293 shares worth $2.73M. The position accounts for 0.21% of the portfolio, ranked #36.

Charter Oak Capital Management first reported a position in JPM in Q4 2020 and has held it in 22 quarters since. The position peaked at $3.22M in Q4 2025. 5,057 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Charter Oak Capital Management held 9,293 shares of JPMorgan Chase worth $2.73M as of Q1 2026.
  • Charter Oak Capital Management sold 694 JPMorgan Chase shares in Q1 2026, an estimated $211K.
  • JPMorgan Chase made up 0.21% of Charter Oak Capital Management's portfolio in Q1 2026, its #36 holding.
  • Charter Oak Capital Management first reported a position in JPMorgan Chase in Q4 2020 and has held it in 22 quarters since.
  • Charter Oak Capital Management's JPMorgan Chase position peaked at $3.22M in Q4 2025.
  • 5,057 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Charter Oak Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.