Codex Capital Asset Management’s JPMorgan Chase JPM Stock Holding History

Codex Capital Asset 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	$11M	Hold	37,750	–	–	4.27%	9
2025 Q4	$12.2M	Buy	37,750 +3,500	+10%	+$1.08M	4.42%	8
2025 Q3	$10.8M	Buy	34,250 +6,250	+22%	+$1.86M	4.05%	8
2025 Q2	$8.12M	Hold	28,000	–	–	3.25%	10
2025 Q1	$6.83M	Hold	28,000	–	–	3.22%	11
2024 Q4	$6.68M	Hold	28,000	–	–	2.95%	13
2024 Q3	$5.88M	Buy	28,000 +2,000	+8%	+$421K	2.61%	15
2024 Q2	$5.26M	Buy	+26,000	New	+$5.08M	2.41%	19

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

Codex Capital Asset Management's JPM Position: Q1 2026 in Review

Codex Capital Asset Management held its JPMorgan Chase (JPM) position steady in Q1 2026 at 37,750 shares worth $11M. The position accounts for 4.27% of the portfolio, ranked #9.

Codex Capital Asset Management first reported a position in JPM in Q2 2024 and has held it in 8 quarters since. The position peaked at $12.2M in Q4 2025. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Codex Capital Asset Management held 37,750 shares of JPMorgan Chase worth $11M as of Q1 2026.
Codex Capital Asset Management left its JPMorgan Chase share count unchanged in Q1 2026.
JPMorgan Chase made up 4.27% of Codex Capital Asset Management's portfolio in Q1 2026, its #9 holding.
Codex Capital Asset Management first reported a position in JPMorgan Chase in Q2 2024 and has held it in 8 quarters since.
Codex Capital Asset Management's JPMorgan Chase position peaked at $12.2M in Q4 2025.
5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Codex Capital Asset Management's 13F filing for Q1 2026, filed 16 Apr 2026.