Charter Research & Investment Group’s JPMorgan Chase JPM Stock Holding History

Charter Research & Investment 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	$708K	Buy	2,406 +220	+10%	+$66.8K	0.47%	48
2025 Q4	$704K	Sell	2,186 -615	-22%	-$190K	0.47%	48
2025 Q3	$884K	Sell	2,801 -65	-2%	-$19.3K	0.61%	41
2025 Q2	$831K	Hold	2,866	–	–	0.62%	44
2025 Q1	$703K	Hold	2,866	–	–	0.54%	47
2024 Q4	$687K	Sell	2,866 -110	-4%	-$25.6K	0.52%	47
2024 Q3	$628K	Hold	2,976	–	–	0.46%	53
2024 Q2	$602K	Hold	2,976	–	–	0.47%	52
2024 Q1	$596K	Hold	2,976	–	–	0.47%	49
2023 Q4	$506K	Buy	2,976 +30	+1%	+$4.55K	0.42%	57
2023 Q3	$427K	Sell	2,946 -21	-0.7%	-$3.15K	0.38%	61
2023 Q2	$432K	Buy	2,967 +100	+3%	+$13.8K	0.36%	61
2023 Q1	$374K	Buy	2,867 +21	+0.7%	+$2.88K	0.33%	63
2022 Q4	$382K	Hold	2,846	–	–	0.37%	59
2022 Q3	$297K	Sell	2,846 -203	-7%	-$23.3K	0.3%	64
2022 Q2	$343K	Sell	3,049 -3	-0.1%	-$372	0.31%	63
2022 Q1	$416K	Buy	3,052 +21	+0.7%	+$3.1K	0.34%	61
2021 Q4	$480K	Hold	3,031	–	–	0.38%	57
2021 Q3	$496K	Hold	3,031	–	–	0.41%	54
2021 Q2	$471K	Hold	3,031	–	–	0.39%	55
2021 Q1	$461K	Hold	3,031	–	–	0.4%	57
2020 Q4	$385K	Hold	3,031	–	–	0.37%	59
2020 Q3	$292K	Sell	3,031 -1,300	-30%	-$128K	0.32%	62
2020 Q2	$407K	Hold	4,331	–	–	0.47%	51
2020 Q1	$390K	Hold	4,331	–	–	0.51%	47
2019 Q4	$604K	Buy	4,331 +600	+16%	+$77K	0.61%	45
2019 Q3	$439K	Buy	3,731 +203	+6%	+$23K	0.48%	57
2019 Q2	$394K	Hold	3,528	–	–	0.44%	56
2019 Q1	$357K	Hold	3,528	–	–	0.39%	57
2018 Q4	$344K	Hold	3,528	–	–	0.43%	56
2018 Q3	$398K	Hold	3,528	–	–	0.43%	54
2018 Q2	$368K	Sell	3,528 -118	-3%	-$12.9K	0.42%	55
2018 Q1	$401K	Hold	3,646	–	–	0.48%	51
2017 Q4	$390K	Buy	+3,646	New	+$369K	0.44%	54
2016 Q3	$253K	Hold	3,796	–	–	0.3%	62
2016 Q2	$236K	Sell	3,796 -1,200	-24%	-$75K	0.27%	65
2016 Q1	$296K	Hold	4,996	–	–	0.34%	58
2015 Q4	$330K	Hold	4,996	–	–	0.38%	57
2015 Q3	$305K	Hold	4,996	–	–	0.4%	54
2015 Q2	$339K	Hold	4,996	–	–	0.38%	54
2015 Q1	$303K	Hold	4,996	–	–	0.34%	59
2014 Q4	$313K	Buy	+4,996	New	+$301K	0.34%	59

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

Charter Research & Investment Group's JPM Position: Q1 2026 in Review

Charter Research & Investment Group increased its JPMorgan Chase (JPM) stake by 10% in Q1 2026, buying an estimated $66.8K and bringing the position to 2,406 shares worth $708K. The position accounts for 0.47% of the portfolio, ranked #48.

Charter Research & Investment Group first reported a position in JPM in Q4 2014 and has held it in 42 quarters since. The position peaked at $884K in Q3 2025. 5,059 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Charter Research & Investment Group held 2,406 shares of JPMorgan Chase worth $708K as of Q1 2026.
Charter Research & Investment Group bought 220 JPMorgan Chase shares in Q1 2026, an estimated $66.8K.
JPMorgan Chase made up 0.47% of Charter Research & Investment Group's portfolio in Q1 2026, its #48 holding.
Charter Research & Investment Group first reported a position in JPMorgan Chase in Q4 2014 and has held it in 42 quarters since.
Charter Research & Investment Group's JPMorgan Chase position peaked at $884K in Q3 2025.
5,059 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Charter Research & Investment Group's 13F filing for Q1 2026, filed 12 May 2026.