Covenant Asset Management’s JPMorgan Chase JPM Stock Holding History

Covenant Asset Management’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Hold	–	–	–	113
2025 Q4	–	Hold	–	–	–	115
2025 Q3	–	Hold	–	–	–	110
2025 Q2	–	Hold	–	–	–	105
2025 Q1	–	Hold	–	–	–	115
2024 Q4	–	Hold	–	–	–	123
2024 Q3	–	Hold	–	–	–	128
2024 Q2	–	Hold	–	–	–	125

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

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

Covenant Asset Management reduced its JPMorgan Chase (JPM) stake by 0.82% in Q1 2026, selling an estimated $65.2K and leaving 25,905 shares worth $7.62M. The position accounts for 1.15% of the portfolio, ranked #26.

Covenant Asset Management first reported a position in JPM in Q4 2016 and has held it in 38 quarters since. The position peaked at $8.42M in Q4 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Covenant Asset Management held 25,905 shares of JPMorgan Chase worth $7.62M as of Q1 2026.
Covenant Asset Management sold 215 JPMorgan Chase shares in Q1 2026, an estimated $65.2K.
JPMorgan Chase made up 1.15% of Covenant Asset Management's portfolio in Q1 2026, its #26 holding.
Covenant Asset Management first reported a position in JPMorgan Chase in Q4 2016 and has held it in 38 quarters since.
Covenant Asset Management's JPMorgan Chase position peaked at $8.42M in Q4 2025.
5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Covenant Asset Management's 13F filing for Q1 2026, filed 14 Apr 2026.