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Covington Investment Advisors’s JPMorgan Chase JPM Stock Holding History

Covington Investment Advisors’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 		$8.28M Sell
28,148
-1,750
-6% -$531K 1.22% 33
2025
Q4 		$9.63M Sell
29,898
-2,293
-7% -$710K 1.32% 23
2025
Q3 		$10.2M Sell
32,191
-471
-1% -$140K 1.33% 25
2025
Q2 		$9.47M Sell
32,662
-1,078
-3% -$275K 1.35% 26
2025
Q1 		$8.28M Sell
33,740
-1,517
-4% -$387K 1.29% 29
2024
Q4 		$8.45M Sell
35,257
-4,656
-12% -$1.08M 1.27% 29
2024
Q3 		$8.42M Sell
39,913
-600
-1% -$126K 1.27% 30
2024
Q2 		$8.19M Sell
40,513
-5,167
-11% -$1.01M 1.31% 26
2024
Q1 		$9.15M Sell
45,680
-845
-2% -$152K 1.49% 23
2023
Q4 		$7.91M Sell
46,525
-10,783
-19% -$1.63M 1.44% 26
2023
Q3 		$8.31M Sell
57,308
-170
-0.3% -$25.5K 1.7% 20
2023
Q2 		$8.36M Buy
57,478
+6,655
+13% +$915K 1.67% 23
2023
Q1 		$6.62M Buy
50,823
+1,330
+3% +$182K 1.46% 27
2022
Q4 		$6.64M Sell
49,493
-1,952
-4% -$247K 1.59% 22
2022
Q3 		$5.38M Buy
51,445
+2,819
+6% +$324K 1.39% 30
2022
Q2 		$5.48M Sell
48,626
-154
-0.3% -$19.1K 1.38% 26
2022
Q1 		$6.65M Buy
48,780
+1,042
+2% +$154K 1.39% 24
2021
Q4 		$7.56M Sell
47,738
-201
-0.4% -$33K 1.54% 22
2021
Q3 		$7.85M Buy
47,939
+6,080
+15% +$953K 1.69% 18
2021
Q2 		$6.51M Buy
41,859
+730
+2% +$115K 1.43% 23
2021
Q1 		$6.26M Buy
+41,129
New +$5.92M 1.51% 23

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

Covington Investment Advisors's JPM Position: Q1 2026 in Review

Covington Investment Advisors reduced its JPMorgan Chase (JPM) stake by 5.9% in Q1 2026, selling an estimated $531K and leaving 28,148 shares worth $8.28M. The position accounts for 1.22% of the portfolio, ranked #33.

Covington Investment Advisors first reported a position in JPM in Q1 2021 and has held it in 21 quarters since. The position peaked at $10.2M in Q3 2025. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Covington Investment Advisors held 28,148 shares of JPMorgan Chase worth $8.28M as of Q1 2026.
  • Covington Investment Advisors sold 1,750 JPMorgan Chase shares in Q1 2026, an estimated $531K.
  • JPMorgan Chase made up 1.22% of Covington Investment Advisors's portfolio in Q1 2026, its #33 holding.
  • Covington Investment Advisors first reported a position in JPMorgan Chase in Q1 2021 and has held it in 21 quarters since.
  • Covington Investment Advisors's JPMorgan Chase position peaked at $10.2M in Q3 2025.
  • 5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Covington Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.