Chevy Chase Trust’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 | $570M | Sell |
1,936,695
-72,170
| -4% | -$21.9M | 1.64% | 10 |
|
|
2025
Q4 | $647M | Sell |
2,008,865
-53,921
| -3% | -$16.7M | 1.75% | 10 |
|
|
2025
Q3 | $651M | Sell |
2,062,786
-75,709
| -4% | -$22.5M | 1.79% | 10 |
|
|
2025
Q2 | $620M | Sell |
2,138,495
-33,588
| -2% | -$8.57M | 1.8% | 9 |
|
|
2025
Q1 | $533M | Sell |
2,172,083
-14,372
| -0.7% | -$3.66M | 1.7% | 9 |
|
|
2024
Q4 | $524M | Sell |
2,186,455
-57,954
| -3% | -$13.5M | 1.6% | 11 |
|
|
2024
Q3 | $473M | Sell |
2,244,409
-50,535
| -2% | -$10.6M | 1.45% | 9 |
|
|
2024
Q2 | $464M | Sell |
2,294,944
-47,537
| -2% | -$9.29M | 1.48% | 9 |
|
|
2024
Q1 | $469M | Sell |
2,342,481
-26,155
| -1% | -$4.72M | 1.54% | 9 |
|
|
2023
Q4 | $403M | Sell |
2,368,636
-20,690
| -0.9% | -$3.14M | 1.44% | 9 |
|
|
2023
Q3 | $347M | Sell |
2,389,326
-19,542
| -0.8% | -$2.93M | 1.37% | 12 |
|
|
2023
Q2 | $350M | Sell |
2,408,868
-44,759
| -2% | -$6.16M | 1.31% | 12 |
|
|
2023
Q1 | $320M | Buy |
2,453,627
+24,232
| +1% | +$3.32M | 1.27% | 12 |
|
|
2022
Q4 | $326M | Sell |
2,429,395
-183,323
| -7% | -$23.2M | 1.38% | 10 |
|
|
2022
Q3 | $273M | Buy |
2,612,718
+27,477
| +1% | +$3.15M | 1.17% | 12 |
|
|
2022
Q2 | $291M | Sell |
2,585,241
-21,936
| -0.8% | -$2.72M | 1.2% | 12 |
|
|
2022
Q1 | $355M | Sell |
2,607,177
-127,935
| -5% | -$18.9M | 1.22% | 11 |
|
|
2021
Q4 | $433M | Sell |
2,735,112
-11,493
| -0.4% | -$1.89M | 1.4% | 9 |
|
|
2021
Q3 | $450M | Sell |
2,746,605
-71,677
| -3% | -$11.2M | 1.57% | 8 |
|
|
2021
Q2 | $438M | Sell |
2,818,282
-65,043
| -2% | -$10.2M | 1.49% | 8 |
|
|
2021
Q1 | $439M | Buy |
2,883,325
+37,034
| +1% | +$5.33M | 1.56% | 7 |
|
|
2020
Q4 | $362M | Buy |
2,846,291
+4,669
| +0.2% | +$522K | 1.29% | 12 |
|
|
2020
Q3 | $274M | Sell |
2,841,622
-38,159
| -1% | -$3.75M | 1.08% | 12 |
|
|
2020
Q2 | $271M | Buy |
2,879,781
+140,449
| +5% | +$13.3M | 1.1% | 12 |
|
|
2020
Q1 | $247M | Buy |
2,739,332
+34,944
| +1% | +$4.25M | 1.15% | 11 |
|
|
2019
Q4 | $377M | Sell |
2,704,388
-53,971
| -2% | -$6.92M | 1.43% | 9 |
|
|
2019
Q3 | $325M | Sell |
2,758,359
-38,731
| -1% | -$4.38M | 1.33% | 10 |
|
|
2019
Q2 | $313M | Sell |
2,797,090
-28,594
| -1% | -$3.15M | 1.3% | 10 |
|
|
2019
Q1 | $326M | Buy |
2,825,684
+36,741
| +1% | +$3.79M | 1.35% | 10 |
|
|
2018
Q4 | $272M | Sell |
2,788,943
-24,317
| -0.9% | -$2.59M | 1.33% | 8 |
|
|
2018
Q3 | $317M | Sell |
2,813,260
-104,757
| -4% | -$11.9M | 1.32% | 9 |
|
|
2018
Q2 | $304M | Sell |
2,918,017
-33,179
| -1% | -$3.64M | 1.32% | 10 |
|
|
2018
Q1 | $325M | Sell |
2,951,196
-104,724
| -3% | -$11.9M | 1.44% | 7 |
|
|
2017
Q4 | $327M | Sell |
3,055,920
-64,916
| -2% | -$6.57M | 1.41% | 8 |
|
|
2017
Q3 | $298M | Buy |
3,120,836
+17,101
| +0.6% | +$1.58M | 1.35% | 10 |
|
|
2017
Q2 | $284M | Sell |
3,103,735
-23,786
| -0.8% | -$2.05M | 1.36% | 8 |
|
|
2017
Q1 | $275M | Buy |
3,127,521
+80,853
| +3% | +$7.13M | 1.35% | 8 |
|
|
2016
Q4 | $263M | Sell |
3,046,668
-13,652
| -0.4% | -$1.04M | 1.39% | 8 |
|
|
2016
Q3 | $204M | Sell |
3,060,320
-94,912
| -3% | -$6.19M | 1.12% | 14 |
|
|
2016
Q2 | $196M | Buy |
3,155,232
+24,062
| +0.8% | +$1.5M | 1.09% | 14 |
|
|
2016
Q1 | $185M | Buy |
3,131,170
+62,368
| +2% | +$3.64M | 1.06% | 15 |
|
|
2015
Q4 | $203M | Buy |
3,068,802
+6,710
| +0.2% | +$437K | 1.19% | 11 |
|
|
2015
Q3 | $187M | Buy |
3,062,092
+93,421
| +3% | +$6.12M | 1.17% | 9 |
|
|
2015
Q2 | $201M | Buy |
2,968,671
+24,433
| +0.8% | +$1.6M | 1.2% | 9 |
|
|
2015
Q1 | $178M | Buy |
2,944,238
+89,229
| +3% | +$5.28M | 1.08% | 12 |
|
|
2014
Q4 | $179M | Sell |
2,855,009
-43,458
| -1% | -$2.62M | 1.12% | 11 |
|
|
2014
Q3 | $175M | Buy |
2,898,467
+161,053
| +6% | +$9.41M | 1.13% | 11 |
|
|
2014
Q2 | $158M | Sell |
2,737,414
-55,455
| -2% | -$3.12M | 1.1% | 11 |
|
|
2014
Q1 | $170M | Buy |
2,792,869
+16,651
| +0.6% | +$962K | 1.22% | 11 |
|
|
2013
Q4 | $162M | Buy |
2,776,218
+34,315
| +1% | +$1.88M | 1.19% | 10 |
|
|
2013
Q3 | $142M | Buy |
2,741,903
+53,030
| +2% | +$2.84M | 1.16% | 14 |
|
|
2013
Q2 | $142M | Buy |
+2,688,873
| New | +$137M | 1.24% | 13 |
|
Other funds holding JPM
VCM
VPM
Chevy Chase Trust's JPM Position: Q1 2026 in Review
Chevy Chase Trust reduced its JPMorgan Chase (JPM) stake by 3.6% in Q1 2026, selling an estimated $21.9M and leaving 1,936,695 shares worth $570M. The position accounts for 1.64% of the portfolio, ranked #10.
Chevy Chase Trust first reported a position in JPM in Q2 2013 and has held it in 52 quarters since. The position peaked at $651M in Q3 2025. 5,057 funds tracked by Wall St. Rank hold JPM as of Q1 2026.
- Chevy Chase Trust held 1,936,695 shares of JPMorgan Chase worth $570M as of Q1 2026.
- Chevy Chase Trust sold 72,170 JPMorgan Chase shares in Q1 2026, an estimated $21.9M.
- JPMorgan Chase made up 1.64% of Chevy Chase Trust's portfolio in Q1 2026, its #10 holding.
- Chevy Chase Trust first reported a position in JPMorgan Chase in Q2 2013 and has held it in 52 quarters since.
- Chevy Chase Trust's JPMorgan Chase position peaked at $651M in Q3 2025.
- 5,057 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.
Based on Chevy Chase Trust's 13F filing for Q1 2026, filed 15 May 2026.