Concentric Capital Strategies’s JPMorgan Chase JPM Stock Holding History

Concentric Capital Strategies’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	$1.92M	Buy	6,542 +3,220	+97%	+$977K	0.16%	102
2025 Q4	$1.07M	Sell	3,322 -50,879	-94%	-$15.8M	0.05%	200
2025 Q3	$17.1M	Buy	54,201 +44,769	+475%	+$13.3M	0.76%	20
2025 Q2	$2.73M	Sell	9,432 -3,905	-29%	-$997K	0.12%	163
2025 Q1	$3.27M	Sell	13,337 -27,467	-67%	-$7M	0.31%	58
2024 Q4	$9.78M	Buy	40,804 +5,224	+15%	+$1.22M	0.45%	52
2024 Q3	$7.5M	Buy	35,580 +26,141	+277%	+$5.51M	0.31%	84
2024 Q2	$1.91M	Sell	9,439 -31,956	-77%	-$6.25M	0.1%	199
2024 Q1	$8.29M	Sell	41,395 -14,846	-26%	-$2.68M	0.47%	60
2023 Q4	$9.57M	Buy	56,241 +26,414	+89%	+$4M	1.09%	24
2023 Q3	$4.33M	Sell	29,827 -11,313	-27%	-$1.7M	0.45%	67
2023 Q2	$5.98M	Buy	+41,140	New	+$5.66M	1.2%	26

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

Concentric Capital Strategies's JPM Position: Q1 2026 in Review

Concentric Capital Strategies increased its JPMorgan Chase (JPM) stake by 97% in Q1 2026, buying an estimated $977K and bringing the position to 6,542 shares worth $1.92M. The position accounts for 0.16% of the portfolio, ranked #102.

Concentric Capital Strategies first reported a position in JPM in Q2 2023 and has held it in 12 quarters since. The position peaked at $17.1M in Q3 2025. 5,060 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Concentric Capital Strategies held 6,542 shares of JPMorgan Chase worth $1.92M as of Q1 2026.
Concentric Capital Strategies bought 3,220 JPMorgan Chase shares in Q1 2026, an estimated $977K.
JPMorgan Chase made up 0.16% of Concentric Capital Strategies's portfolio in Q1 2026, its #102 holding.
Concentric Capital Strategies first reported a position in JPMorgan Chase in Q2 2023 and has held it in 12 quarters since.
Concentric Capital Strategies's JPMorgan Chase position peaked at $17.1M in Q3 2025.
5,060 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Concentric Capital Strategies's 13F filing for Q1 2026, filed 15 May 2026.