D.J. St. Germain’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $54.2M | Sell |
184,189
-4,452
| -2% | -$1.35M | 2.14% | 8 |
|
|
2025
Q4 | $60.8M | Sell |
188,641
-1,638
| -0.9% | -$507K | 2.36% | 7 |
|
|
2025
Q3 | $60M | Sell |
190,279
-1,597
| -0.8% | -$475K | 2.4% | 7 |
|
|
2025
Q2 | $55.6M | Buy |
191,876
+8,026
| +4% | +$2.05M | 2.4% | 7 |
|
|
2025
Q1 | $45.1M | Sell |
183,850
-8,594
| -4% | -$2.19M | 2.12% | 8 |
|
|
2024
Q4 | $46.1M | Buy |
192,444
+1,282
| +0.7% | +$299K | 2.1% | 8 |
|
|
2024
Q3 | $40.3M | Sell |
191,162
-2,374
| -1% | -$500K | 1.85% | 8 |
|
|
2024
Q2 | $39.1M | Sell |
193,536
-8,380
| -4% | -$1.64M | 1.89% | 8 |
|
|
2024
Q1 | $40.4M | Sell |
201,916
-3,015
| -1% | -$544K | 1.98% | 8 |
|
|
2023
Q4 | $34.9M | Buy |
204,931
+2,339
| +1% | +$354K | 1.82% | 9 |
|
|
2023
Q3 | $29.4M | Sell |
202,592
-6,034
| -3% | -$905K | 1.65% | 10 |
|
|
2023
Q2 | $30.3M | Buy |
+208,626
| New | +$28.7M | 1.6% | 11 |
|
|
2022
Q4 | $7.57M | Buy |
260,594
+60,326
| +30% | +$7.64M | 2.54% | 14 |
|
|
2022
Q3 | $22.6M | Hold |
200,268
| – | – | 1.49% | 17 |
|
|
2022
Q2 | $22.6M | Sell |
200,268
-2,150
| -1% | -$266K | 1.49% | 17 |
|
|
2022
Q1 | $27.6M | Buy |
202,418
+1,527
| +0.8% | +$225K | 1.55% | 16 |
|
|
2021
Q4 | $31.8M | Sell |
200,891
-4,114
| -2% | -$676K | 1.75% | 12 |
|
|
2021
Q3 | $33.6M | Sell |
205,005
-5,370
| -3% | -$842K | 2.07% | 9 |
|
|
2021
Q2 | $32.7M | Sell |
210,375
-3,625
| -2% | -$569K | 2.05% | 8 |
|
|
2021
Q1 | $32.6M | Sell |
214,000
-1,496
| -0.7% | -$215K | 2.2% | 8 |
|
|
2020
Q4 | $27.4M | Buy |
215,496
+2,137
| +1% | +$239K | 1.95% | 11 |
|
|
2020
Q3 | $20.5M | Buy |
213,359
+4,185
| +2% | +$411K | 1.67% | 14 |
|
|
2020
Q2 | $19.7M | Buy |
209,174
+256
| +0.1% | +$24.3K | 1.72% | 15 |
|
|
2020
Q1 | $18.8M | Sell |
208,918
-378
| -0.2% | -$45.9K | 1.85% | 16 |
|
|
2019
Q4 | $29.2M | Buy |
209,296
+26,066
| +14% | +$3.34M | 2.45% | 7 |
|
|
2019
Q3 | $21.6M | Sell |
183,230
-1,730
| -0.9% | -$196K | 2.32% | 9 |
|
|
2019
Q2 | $20.7M | Sell |
184,960
-3,988
| -2% | -$440K | 2.25% | 11 |
|
|
2019
Q1 | $19.1M | Buy |
188,948
+159
| +0.1% | +$16.4K | 2.08% | 13 |
|
|
2018
Q4 | $18.4M | Buy |
188,789
+2,371
| +1% | +$253K | 2.19% | 14 |
|
|
2018
Q3 | $21M | Buy |
186,418
+1,640
| +0.9% | +$186K | 2.35% | 10 |
|
|
2018
Q2 | $19.3M | Sell |
184,778
-1,897
| -1% | -$208K | 2.29% | 12 |
|
|
2018
Q1 | $20.5M | Sell |
186,675
-17,403
| -9% | -$1.97M | 2.59% | 9 |
|
|
2017
Q4 | $21.8M | Sell |
204,078
-44,860
| -18% | -$4.54M | 2.61% | 10 |
|
|
2017
Q3 | $23.8M | Sell |
248,938
-2,202
| -0.9% | -$203K | 2.98% | 6 |
|
|
2017
Q2 | $23M | Sell |
251,140
-1,402
| -0.6% | -$121K | 3.07% | 6 |
|
|
2017
Q1 | $22.2M | Sell |
252,542
-65,097
| -20% | -$5.74M | 3.09% | 5 |
|
|
2016
Q4 | $27.4M | Sell |
317,639
-8,185
| -3% | -$624K | 3.71% | 3 |
|
|
2016
Q3 | $21.7M | Sell |
325,824
-4,349
| -1% | -$284K | 3.03% | 6 |
|
|
2016
Q2 | $20.5M | Sell |
330,173
-455
| -0.1% | -$28.4K | 2.87% | 7 |
|
|
2016
Q1 | $19.6M | Sell |
330,628
-513
| -0.2% | -$30K | 2.8% | 7 |
|
|
2015
Q4 | $21.9M | Sell |
331,141
-1,165
| -0.4% | -$75.9K | 3.29% | 4 |
|
|
2015
Q3 | $20.3M | Sell |
332,306
-3,539
| -1% | -$232K | 3.4% | 4 |
|
|
2015
Q2 | $22.8M | Sell |
335,845
-3,461
| -1% | -$226K | 3.44% | 3 |
|
|
2015
Q1 | $20.6M | Buy |
339,306
+2,378
| +0.7% | +$141K | 2.97% | 7 |
|
|
2014
Q4 | $21.1M | Sell |
336,928
-600
| -0.2% | -$36.1K | 3.07% | 6 |
|
|
2014
Q3 | $20.3M | Sell |
337,528
-1,118
| -0.3% | -$65.4K | 3.07% | 5 |
|
|
2014
Q2 | $19.5M | Sell |
338,646
-4,456
| -1% | -$251K | 2.87% | 10 |
|
|
2014
Q1 | $20.8M | Sell |
343,102
-16,257
| -5% | -$940K | 3.19% | 5 |
|
|
2013
Q4 | $21M | Sell |
359,359
-5,143
| -1% | -$282K | 3.08% | 8 |
|
|
2013
Q3 | $18.8M | Buy |
364,502
+7,550
| +2% | +$405K | 3.03% | 9 |
|
|
2013
Q2 | $18.8M | Buy |
+356,952
| New | +$18.1M | 3.12% | 8 |
|
Other funds holding JPM
VCM
VPM
D.J. St. Germain's JPM Position: Q1 2026 in Review
D.J. St. Germain reduced its JPMorgan Chase (JPM) stake by 2.4% in Q1 2026, selling an estimated $1.35M and leaving 184,189 shares worth $54.2M. The position accounts for 2.14% of the portfolio, ranked #8.
D.J. St. Germain first reported a position in JPM in Q2 2013 and has held it in 51 quarters since. The position peaked at $60.8M in Q4 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.
- D.J. St. Germain held 184,189 shares of JPMorgan Chase worth $54.2M as of Q1 2026.
- D.J. St. Germain sold 4,452 JPMorgan Chase shares in Q1 2026, an estimated $1.35M.
- JPMorgan Chase made up 2.14% of D.J. St. Germain's portfolio in Q1 2026, its #8 holding.
- D.J. St. Germain first reported a position in JPMorgan Chase in Q2 2013 and has held it in 51 quarters since.
- D.J. St. Germain's JPMorgan Chase position peaked at $60.8M in Q4 2025.
- 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.
Based on D.J. St. Germain's 13F filing for Q1 2026, filed 13 Apr 2026.