Chelsea Counsel Company’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $409K | Hold |
1,392
| – | – | 0.18% | 78 |
|
|
2025
Q4 | $449K | Sell |
1,392
-3
| -0.2% | -$929 | 0.19% | 72 |
|
|
2025
Q3 | $440K | Buy |
1,395
+3
| +0.2% | +$892 | 0.2% | 72 |
|
|
2025
Q2 | $404K | Hold |
1,392
| – | – | 0.2% | 77 |
|
|
2025
Q1 | $341K | Hold |
1,392
| – | – | 0.19% | 81 |
|
|
2024
Q4 | $334K | Hold |
1,392
| – | – | 0.17% | 80 |
|
|
2024
Q3 | $294K | Sell |
1,392
-700
| -33% | -$147K | 0.14% | 88 |
|
|
2024
Q2 | $423K | Hold |
2,092
| – | – | 0.21% | 70 |
|
|
2024
Q1 | $419K | Buy |
2,092
+73
| +4% | +$13.2K | 0.24% | 64 |
|
|
2023
Q4 | $343K | Hold |
2,019
| – | – | 0.18% | 78 |
|
|
2023
Q3 | $293K | Hold |
2,019
| – | – | 0.15% | 88 |
|
|
2023
Q2 | $294K | Hold |
2,019
| – | – | 0.14% | 86 |
|
|
2023
Q1 | $263K | Hold |
2,019
| – | – | 0.13% | 92 |
|
|
2022
Q4 | $271K | Buy |
+2,019
| New | +$256K | 0.14% | 87 |
|
|
2022
Q3 | – | Sell |
-2,931
| Closed | -$330K | – | 91 |
|
|
2022
Q2 | $330K | Hold |
2,931
| – | – | 0.17% | 82 |
|
|
2022
Q1 | $400K | Sell |
2,931
-1,489
| -34% | -$220K | 0.18% | 78 |
|
|
2021
Q4 | $700K | Hold |
4,420
| – | – | 0.3% | 61 |
|
|
2021
Q3 | $724K | Hold |
4,420
| – | – | 0.33% | 58 |
|
|
2021
Q2 | $688K | Sell |
4,420
-500
| -10% | -$78.5K | 0.32% | 59 |
|
|
2021
Q1 | $749K | Hold |
4,920
| – | – | 0.37% | 58 |
|
|
2020
Q4 | $625K | Buy |
4,920
+1,459
| +42% | +$163K | 0.32% | 58 |
|
|
2020
Q3 | $333K | Buy |
3,461
+417
| +14% | +$41K | 0.2% | 63 |
|
|
2020
Q2 | $286K | Buy |
+3,044
| New | +$289K | 0.18% | 65 |
|
|
2020
Q1 | – | Sell |
-1,489
| Closed | -$208K | – | 67 |
|
|
2019
Q4 | $208K | Sell |
1,489
-1,700
| -53% | -$218K | 0.13% | 66 |
|
|
2019
Q3 | $375K | Sell |
3,189
-3,000
| -48% | -$339K | 0.23% | 59 |
|
|
2019
Q2 | $692K | Hold |
6,189
| – | – | 0.37% | 54 |
|
|
2019
Q1 | $627K | Hold |
6,189
| – | – | 0.34% | 56 |
|
|
2018
Q4 | $604K | Hold |
6,189
| – | – | 0.37% | 55 |
|
|
2018
Q3 | $698K | Sell |
6,189
-200
| -3% | -$22.7K | 0.36% | 55 |
|
|
2018
Q2 | $666K | Hold |
6,389
| – | – | 0.4% | 56 |
|
|
2018
Q1 | $703K | Sell |
6,389
-230
| -3% | -$26K | 0.45% | 42 |
|
|
2017
Q4 | $708K | Sell |
6,619
-1,093
| -14% | -$111K | 0.38% | 53 |
|
|
2017
Q3 | $737K | Buy |
+7,712
| New | +$711K | 0.37% | 56 |
|
|
2015
Q2 | – | Sell |
-3,401
| Closed | -$206K | – | 162 |
|
|
2015
Q1 | $206K | Hold |
3,401
| – | – | 0.04% | 133 |
|
|
2014
Q4 | $213K | Buy |
+3,401
| New | +$205K | 0.04% | 129 |
|
Other funds holding JPM
VCM
VPM
Chelsea Counsel Company's JPM Position: Q1 2026 in Review
Chelsea Counsel Company held its JPMorgan Chase (JPM) position steady in Q1 2026 at 1,392 shares worth $409K. The position accounts for 0.18% of the portfolio, ranked #78.
Chelsea Counsel Company first reported a position in JPM in Q4 2014 and has held it in 35 quarters since. The position peaked at $749K in Q1 2021. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.
- Chelsea Counsel Company held 1,392 shares of JPMorgan Chase worth $409K as of Q1 2026.
- Chelsea Counsel Company left its JPMorgan Chase share count unchanged in Q1 2026.
- JPMorgan Chase made up 0.18% of Chelsea Counsel Company's portfolio in Q1 2026, its #78 holding.
- Chelsea Counsel Company first reported a position in JPMorgan Chase in Q4 2014 and has held it in 35 quarters since.
- Chelsea Counsel Company's JPMorgan Chase position peaked at $749K in Q1 2021.
- 5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.
Based on Chelsea Counsel Company's 13F filing for Q1 2026, filed 24 Apr 2026.