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Chilton Investment Company’s JPMorgan Chase JPM Stock Holding History

Chilton Investment Company’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 		$11.5M Sell
39,254
-2,820
-7% -$856K 0.27% 43
2025
Q4 		$13.6M Buy
42,074
+1,980
+5% +$613K 0.28% 43
2025
Q3 		$12.6M Buy
40,094
+17,739
+79% +$5.28M 0.26% 44
2025
Q2 		$6.48M Buy
22,355
+2,414
+12% +$616K 0.14% 54
2025
Q1 		$4.89M Buy
19,941
+4,421
+28% +$1.13M 0.12% 63
2024
Q4 		$3.72M Buy
15,520
+70
+0.5% +$16.3K 0.1% 71
2024
Q3 		$3.26M Sell
15,450
-40
-0.3% -$8.43K 0.09% 77
2024
Q2 		$3.13M Sell
15,490
-90
-0.6% -$17.6K 0.09% 73
2024
Q1 		$3.12M Sell
15,580
-175
-1% -$31.6K 0.09% 74
2023
Q4 		$2.68M Buy
15,755
+236
+2% +$35.8K 0.08% 76
2023
Q3 		$2.25M Sell
15,519
-910
-6% -$136K 0.07% 75
2023
Q2 		$2.39M Buy
16,429
+2,636
+19% +$363K 0.07% 72
2023
Q1 		$1.8M Buy
13,793
+358
+3% +$49.1K 0.06% 76
2022
Q4 		$1.8M Sell
13,435
-300
-2% -$38K 0.06% 73
2022
Q3 		$1.44M Sell
13,735
-103
-0.7% -$11.8K 0.04% 84
2022
Q2 		$1.56M Buy
13,838
+1,260
+10% +$156K 0.04% 89
2022
Q1 		$1.72M Sell
12,578
-5,484
-30% -$809K 0.04% 76
2021
Q4 		$2.86M Buy
18,062
+843
+5% +$138K 0.06% 69
2021
Q3 		$2.82M Buy
17,219
+1,468
+9% +$230K 0.07% 74
2021
Q2 		$2.45M Sell
15,751
-696
-4% -$109K 0.06% 66
2021
Q1 		$2.5M Sell
16,447
-1,287
-7% -$185K 0.07% 75
2020
Q4 		$2.25M Sell
17,734
-2,053
-10% -$229K 0.06% 69
2020
Q3 		$1.91M Sell
19,787
-44,005
-69% -$4.32M 0.06% 76
2020
Q2 		$6M Sell
63,792
-713,542
-92% -$67.7M 0.2% 46
2020
Q1 		$70M Buy
777,334
+7,715
+1% +$937K 2.65% 14
2019
Q4 		$107M Buy
769,619
+19,121
+3% +$2.45M 3.43% 10
2019
Q3 		$88.3M Sell
750,498
-50,974
-6% -$5.77M 2.95% 12
2019
Q2 		$89.6M Buy
801,472
+17,230
+2% +$1.9M 2.95% 11
2019
Q1 		$79.4M Sell
784,242
-48,606
-6% -$5.01M 2.78% 12
2018
Q4 		$81.3M Buy
832,848
+69,011
+9% +$7.35M 2.98% 10
2018
Q3 		$86.2M Buy
763,837
+75,799
+11% +$8.6M 2.84% 10
2018
Q2 		$71.7M Buy
688,038
+672,981
+4,470% +$73.8M 2.52% 11
2018
Q1 		$1.66M Buy
15,057
+531
+4% +$60.1K 0.06% 90
2017
Q4 		$1.55M Sell
14,526
-8
-0.1% -$810 0.06% 82
2017
Q3 		$1.39M Sell
14,534
-82,214
-85% -$7.58M 0.05% 87
2017
Q2 		$8.84M Buy
96,748
+89,212
+1,184% +$7.7M 0.34% 53
2017
Q1 		$662K Hold
7,536
– – 0.03% 102
2016
Q4 		$650K Buy
+7,536
New +$575K 0.03% 96

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

Chilton Investment Company's JPM Position: Q1 2026 in Review

Chilton Investment Company reduced its JPMorgan Chase (JPM) stake by 6.7% in Q1 2026, selling an estimated $856K and leaving 39,254 shares worth $11.5M. The position accounts for 0.27% of the portfolio, ranked #43.

Chilton Investment Company first reported a position in JPM in Q4 2016 and has held it in 38 quarters since. The position peaked at $107M in Q4 2019. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Chilton Investment Company held 39,254 shares of JPMorgan Chase worth $11.5M as of Q1 2026.
  • Chilton Investment Company sold 2,820 JPMorgan Chase shares in Q1 2026, an estimated $856K.
  • JPMorgan Chase made up 0.27% of Chilton Investment Company's portfolio in Q1 2026, its #43 holding.
  • Chilton Investment Company first reported a position in JPMorgan Chase in Q4 2016 and has held it in 38 quarters since.
  • Chilton Investment Company's JPMorgan Chase position peaked at $107M in Q4 2019.
  • 5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Chilton Investment Company's 13F filing for Q1 2026, filed 15 May 2026.