Consolidated Capital Management’s JPMorgan Chase JPM Stock Holding History

Consolidated Capital 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	$7.6M	Buy	25,832 +919	+4%	+$279K	2.45%	20
2025 Q4	$8.03M	Buy	24,913 +6,390	+34%	+$1.98M	2.43%	16
2025 Q3	$5.84M	Sell	18,523 -3,172	-15%	-$943K	2.07%	18
2025 Q2	$6.29M	Buy	21,695 +612	+3%	+$156K	2.27%	19
2025 Q1	$5.17M	Buy	+21,083	New	+$5.37M	2.15%	18
2019 Q2	–	Sell	-5,216	Closed	-$528K	–	38
2019 Q1	$528K	Hold	5,216	–	–	0.33%	33
2018 Q4	$509K	Sell	5,216 -11,121	-68%	-$1.18M	0.41%	33
2018 Q3	$1.84M	Buy	16,337 +11,121	+213%	+$1.26M	1.2%	25
2018 Q2	$544K	Hold	5,216	–	–	0.41%	33
2018 Q1	$574K	Hold	5,216	–	–	0.46%	35
2017 Q4	$558K	Hold	5,216	–	–	0.58%	34
2017 Q3	$498K	Buy	5,216 +1,309	+34%	+$121K	0.64%	30
2017 Q2	$357K	Sell	3,907 -451	-10%	-$38.9K	0.53%	32
2017 Q1	$383K	Buy	+4,358	New	+$384K	0.59%	30

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

Consolidated Capital Management's JPM Position: Q1 2026 in Review

Consolidated Capital Management increased its JPMorgan Chase (JPM) stake by 3.7% in Q1 2026, buying an estimated $279K and bringing the position to 25,832 shares worth $7.6M. The position accounts for 2.45% of the portfolio, ranked #20.

Consolidated Capital Management first reported a position in JPM in Q1 2017 and has held it in 14 quarters since. The position peaked at $8.03M in Q4 2025. 5,052 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Consolidated Capital Management held 25,832 shares of JPMorgan Chase worth $7.6M as of Q1 2026.
Consolidated Capital Management bought 919 JPMorgan Chase shares in Q1 2026, an estimated $279K.
JPMorgan Chase made up 2.45% of Consolidated Capital Management's portfolio in Q1 2026, its #20 holding.
Consolidated Capital Management first reported a position in JPMorgan Chase in Q1 2017 and has held it in 14 quarters since.
Consolidated Capital Management's JPMorgan Chase position peaked at $8.03M in Q4 2025.
5,052 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Consolidated Capital Management's 13F filing for Q1 2026, filed 15 Apr 2026.