Conning Inc’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 | $40.2M | Buy |
136,713
+16,013
| +13% | +$4.86M | 1.34% | 8 |
|
|
2025
Q4 | $38.9M | Sell |
120,700
-7,162
| -6% | -$2.22M | 1.3% | 4 |
|
|
2025
Q3 | $40.3M | Sell |
127,862
-18,400
| -13% | -$5.47M | 1.34% | 4 |
|
|
2025
Q2 | $42.4M | Sell |
146,262
-12,081
| -8% | -$3.08M | 1.46% | 4 |
|
|
2025
Q1 | $38.8M | Sell |
158,343
-13,767
| -8% | -$3.51M | 1.36% | 8 |
|
|
2024
Q4 | $41.3M | Sell |
172,110
-18,981
| -10% | -$4.42M | 1.45% | 4 |
|
|
2024
Q3 | $40.3M | Sell |
191,091
-5,568
| -3% | -$1.17M | 1.33% | 14 |
|
|
2024
Q2 | $39.7M | Sell |
196,659
-25,059
| -11% | -$4.9M | 1.43% | 5 |
|
|
2024
Q1 | $44.3M | Sell |
221,718
-10,672
| -5% | -$1.93M | 1.45% | 5 |
|
|
2023
Q4 | $39.5M | Sell |
232,390
-32,036
| -12% | -$4.85M | 1.37% | 7 |
|
|
2023
Q3 | $38.3M | Sell |
264,426
-10,645
| -4% | -$1.6M | 1.4% | 4 |
|
|
2023
Q2 | $39.9M | Sell |
275,071
-3,092
| -1% | -$425K | 1.34% | 7 |
|
|
2023
Q1 | $36.2M | Sell |
278,163
-23,943
| -8% | -$3.28M | 1.21% | 32 |
|
|
2022
Q4 | $40.5M | Sell |
302,106
-30,354
| -9% | -$3.85M | 1.32% | 5 |
|
|
2022
Q3 | $34.7M | Sell |
332,460
-30,301
| -8% | -$3.48M | 1.23% | 12 |
|
|
2022
Q2 | $40.8M | Buy |
362,761
+11,423
| +3% | +$1.42M | 1.22% | 29 |
|
|
2022
Q1 | $47.9M | Buy |
351,338
+20,716
| +6% | +$3.06M | 1.3% | 13 |
|
|
2021
Q4 | $52.3M | Sell |
330,622
-16,334
| -5% | -$2.68M | 1.4% | 19 |
|
|
2021
Q3 | $56.8M | Buy |
346,956
+6,309
| +2% | +$989K | 1.63% | 4 |
|
|
2021
Q2 | $52.9M | Sell |
340,647
-20,494
| -6% | -$3.22M | 1.53% | 14 |
|
|
2021
Q1 | $55M | Sell |
361,141
-76,463
| -17% | -$11M | 1.65% | 6 |
|
|
2020
Q4 | $55.6M | Sell |
437,604
-22,443
| -5% | -$2.51M | 1.77% | 3 |
|
|
2020
Q3 | $44.3M | Sell |
460,047
-9,023
| -2% | -$886K | 1.56% | 17 |
|
|
2020
Q2 | $44.1M | Buy |
469,070
+53,469
| +13% | +$5.07M | 1.64% | 11 |
|
|
2020
Q1 | $37.4M | Buy |
415,601
+12,571
| +3% | +$1.53M | 1.59% | 20 |
|
|
2019
Q4 | $56.2M | Sell |
403,030
-27,008
| -6% | -$3.46M | 1.84% | 3 |
|
|
2019
Q3 | $50.6M | Sell |
430,038
-3,221
| -0.7% | -$364K | 1.75% | 3 |
|
|
2019
Q2 | $48.4M | Sell |
433,259
-62,264
| -13% | -$6.86M | 1.6% | 3 |
|
|
2019
Q1 | $50.2M | Buy |
495,523
+60,752
| +14% | +$6.26M | 1.57% | 7 |
|
|
2018
Q4 | $42.4M | Sell |
434,771
-557
| -0.1% | -$59.3K | 1.44% | 21 |
|
|
2018
Q3 | $49.1M | Buy |
435,328
+24,160
| +6% | +$2.74M | 1.46% | 13 |
|
|
2018
Q2 | $42.8M | Buy |
411,168
+301,525
| +275% | +$33.1M | 1.31% | 24 |
|
|
2018
Q1 | $12.1M | Sell |
109,643
-8,233
| -7% | -$932K | 0.39% | 64 |
|
|
2017
Q4 | $12.6M | Buy |
117,876
+9,641
| +9% | +$976K | 0.42% | 65 |
|
|
2017
Q3 | $10.3M | Sell |
108,235
-890
| -0.8% | -$82.1K | 0.35% | 72 |
|
|
2017
Q2 | $9.97M | Sell |
109,125
-982
| -0.9% | -$84.7K | 0.36% | 69 |
|
|
2017
Q1 | $9.67M | Sell |
110,107
-5,439
| -5% | -$480K | 0.36% | 68 |
|
|
2016
Q4 | $9.97M | Sell |
115,546
-9,160
| -7% | -$699K | 0.4% | 66 |
|
|
2016
Q3 | $8.17M | Buy |
124,706
+520
| +0.4% | +$33.9K | 0.33% | 72 |
|
|
2016
Q2 | $7.58M | Buy |
124,186
+630
| +0.5% | +$39.4K | 0.31% | 71 |
|
|
2016
Q1 | $7.16M | Sell |
123,556
-2,281
| -2% | -$133K | 0.3% | 71 |
|
|
2015
Q4 | $8.31M | Buy |
125,837
+8,691
| +7% | +$566K | 0.36% | 67 |
|
|
2015
Q3 | $7.14M | Sell |
117,146
-14,077
| -11% | -$922K | 0.31% | 73 |
|
|
2015
Q2 | $8.89M | Sell |
131,223
-16,123
| -11% | -$1.05M | 0.36% | 71 |
|
|
2015
Q1 | $8.93M | Sell |
147,346
-630
| -0.4% | -$37.3K | 0.38% | 67 |
|
|
2014
Q4 | $9.26M | Sell |
147,976
-3,260
| -2% | -$196K | 0.45% | 66 |
|
|
2014
Q3 | $9.11M | Sell |
151,236
-2,640
| -2% | -$154K | 0.48% | 60 |
|
|
2014
Q2 | $8.87M | Buy |
153,876
+12,780
| +9% | +$718K | 0.47% | 62 |
|
|
2014
Q1 | $8.57M | Buy |
141,096
+5,340
| +4% | +$309K | 0.5% | 60 |
|
|
2013
Q4 | $7.94M | Buy |
135,756
+19,510
| +17% | +$1.07M | 0.49% | 61 |
|
|
2013
Q3 | $6.01M | Buy |
116,246
+2,640
| +2% | +$142K | 0.46% | 65 |
|
|
2013
Q2 | $6M | Buy |
+113,606
| New | +$5.78M | 0.5% | 64 |
|
Other funds holding JPM
VCM
VPM
Conning Inc's JPM Position: Q1 2026 in Review
Conning Inc increased its JPMorgan Chase (JPM) stake by 13% in Q1 2026, buying an estimated $4.86M and bringing the position to 136,713 shares worth $40.2M. The position accounts for 1.34% of the portfolio, ranked #8.
Conning Inc first reported a position in JPM in Q2 2013 and has held it in 52 quarters since. The position peaked at $56.8M in Q3 2021. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.
- Conning Inc held 136,713 shares of JPMorgan Chase worth $40.2M as of Q1 2026.
- Conning Inc bought 16,013 JPMorgan Chase shares in Q1 2026, an estimated $4.86M.
- JPMorgan Chase made up 1.34% of Conning Inc's portfolio in Q1 2026, its #8 holding.
- Conning Inc first reported a position in JPMorgan Chase in Q2 2013 and has held it in 52 quarters since.
- Conning Inc's JPMorgan Chase position peaked at $56.8M in Q3 2021.
- 5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.
Based on Conning Inc's 13F filing for Q1 2026, filed 30 Apr 2026.