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Costello Asset Management’s JPMorgan Chase JPM Stock Holding History

Costello 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 		$2.52M Buy
8,568
+837
+11% +$254K 0.87% 28
2025
Q4 		$2.49M Buy
7,731
+2,418
+46% +$749K 0.82% 26
2025
Q3 		$1.68M Sell
5,313
-22
-0.4% -$6.54K 0.56% 37
2025
Q2 		$1.55M Sell
5,335
-1,141
-18% -$291K 0.58% 38
2025
Q1 		$1.59M Buy
6,476
+56
+0.9% +$14.3K 0.64% 35
2024
Q4 		$1.54M Sell
6,420
-56
-0.9% -$13K 1.02% 36
2024
Q3 		$1.37M Sell
6,476
-326
-5% -$68.7K 0.91% 36
2024
Q2 		$1.38M Sell
6,802
-150
-2% -$29.3K 1.03% 31
2024
Q1 		$1.39M Sell
6,952
-937
-12% -$169K 1% 29
2023
Q4 		$1.34M Sell
7,889
-2,679
-25% -$406K 1.11% 26
2023
Q3 		$1.53M Sell
10,568
-494
-4% -$74.1K 1.41% 23
2023
Q2 		$1.61M Sell
11,062
-10
-0.1% -$1.38K 1.38% 24
2023
Q1 		$1.44M Sell
11,072
-667
-6% -$91.4K 1.49% 19
2022
Q4 		$1.57M Sell
11,739
-43
-0.4% -$5.45K 1.42% 19
2022
Q3 		$1.23M Sell
11,782
-663
-5% -$76.1K 1.16% 29
2022
Q2 		$1.4M Sell
12,445
-61
-0.5% -$7.56K 1.21% 29
2022
Q1 		$1.71M Buy
12,506
+6,250
+100% +$923K 1.17% 31
2021
Q4 		$991K Buy
6,256
+987
+19% +$162K 0.61% 36
2021
Q3 		$862K Sell
5,269
-134
-2% -$21K 0.55% 39
2021
Q2 		$840K Sell
5,403
-20
-0.4% -$3.14K 0.55% 38
2021
Q1 		$826K Buy
5,423
+239
+5% +$34.4K 0.57% 37
2020
Q4 		$659K Buy
5,184
+92
+2% +$10.3K 0.5% 36
2020
Q3 		$490K Buy
5,092
+7
+0.1% +$687 0.43% 38
2020
Q2 		$478K Buy
+5,085
New +$482K 0.47% 37

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

Costello Asset Management's JPM Position: Q1 2026 in Review

Costello Asset Management increased its JPMorgan Chase (JPM) stake by 11% in Q1 2026, buying an estimated $254K and bringing the position to 8,568 shares worth $2.52M. The position accounts for 0.87% of the portfolio, ranked #28.

Costello Asset Management first reported a position in JPM in Q2 2020 and has held it in 24 quarters since. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Costello Asset Management held 8,568 shares of JPMorgan Chase worth $2.52M as of Q1 2026.
  • Costello Asset Management bought 837 JPMorgan Chase shares in Q1 2026, an estimated $254K.
  • JPMorgan Chase made up 0.87% of Costello Asset Management's portfolio in Q1 2026, its #28 holding.
  • Costello Asset Management first reported a position in JPMorgan Chase in Q2 2020 and has held it in 24 quarters since.
  • 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Costello Asset Management's 13F filing for Q1 2026, filed 30 Apr 2026.