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Covenant Partners’s JPMorgan Chase JPM Stock Holding History

Covenant Partners’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 		– Sell
-7,475
Closed -$2.41M – 71
2025
Q4 		$2.41M Buy
7,475
+24
+0.3% +$7.43K 0.7% 10
2025
Q3 		$2.35M Hold
7,451
– – 0.67% 12
2025
Q2 		$2.16M Hold
7,451
– – 0.64% 11
2025
Q1 		$1.83M Sell
7,451
-262
-3% -$66.8K 0.59% 14
2024
Q4 		$1.85M Sell
7,713
-5
-0.1% -$1.17K 0.57% 19
2024
Q3 		$1.63M Buy
7,718
+267
+4% +$56.2K 0.47% 27
2024
Q2 		$1.51M Hold
7,451
– – 0.46% 24
2024
Q1 		$1.49M Hold
7,451
– – 0.44% 27
2023
Q4 		$1.27M Sell
7,451
-80
-1% -$12.1K 0.4% 30
2023
Q3 		$1.09M Sell
7,531
-578
-7% -$86.6K 0.4% 36
2023
Q2 		$1.18M Buy
8,109
+206
+3% +$28.3K 0.43% 28
2023
Q1 		$1.03M Buy
7,903
+2,185
+38% +$299K 0.39% 35
2022
Q4 		$767K Buy
5,718
+1,611
+39% +$204K 0.31% 51
2022
Q3 		$429K Buy
+4,107
New +$471K 0.21% 94
2022
Q2 		– Sell
-7,164
Closed -$977K – 193
2022
Q1 		$977K Sell
7,164
-2,673
-27% -$395K 0.39% 45
2021
Q4 		$1.56M Hold
9,837
– – 0.58% 27
2021
Q3 		$1.61M Hold
9,837
– – 0.63% 22
2021
Q2 		$1.53M Hold
9,837
– – 0.58% 25
2021
Q1 		$1.5M Buy
+9,837
New +$1.42M 0.6% 21
2020
Q4 		– Sell
-9,988
Closed -$962K – 190
2020
Q3 		$962K Sell
9,988
-678
-6% -$66.6K 0.47% 42
2020
Q2 		$1M Hold
10,666
– – 0.47% 41
2020
Q1 		$960K Sell
10,666
-1,489
-12% -$181K 0.51% 30
2019
Q4 		$1.69M Hold
12,155
– – 0.79% 17
2019
Q3 		$1.43M Hold
12,155
– – 0.76% 19
2019
Q2 		$1.36M Hold
12,155
– – 0.72% 21
2019
Q1 		$1.23M Buy
+12,155
New +$1.25M 0.68% 18

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Covenant Partners's JPM Position: Q1 2026 in Review

Covenant Partners sold out of JPMorgan Chase (JPM) in Q1 2026, closing a stake of 7,475 shares — an estimated $2.41M sold.

Covenant Partners first reported a position in JPM in Q1 2019 and held it in 26 quarters. The position peaked at $2.41M in Q4 2025. 5,079 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Covenant Partners reported no remaining JPMorgan Chase position as of Q1 2026 after selling out during the quarter.
  • Covenant Partners sold 7,475 JPMorgan Chase shares in Q1 2026, an estimated $2.41M.
  • Covenant Partners first reported a position in JPMorgan Chase in Q1 2019 and held it in 26 quarters.
  • Covenant Partners's JPMorgan Chase position peaked at $2.41M in Q4 2025.
  • 5,079 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Covenant Partners's 13F filing for Q1 2026.