David M. Knott Jr’s JPMorgan Chase JPM Stock Holding History

David M. Knott Jr’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	$5.73M	Hold	19,477	–	–	3.41%	7
2025 Q4	$6.28M	Sell	19,477 -897	-4%	-$278K	2.91%	9
2025 Q3	$6.43M	Sell	20,374 -611	-3%	-$182K	2.59%	8
2025 Q2	$6.08M	Hold	20,985	–	–	2.76%	5
2025 Q1	$5.15M	Hold	20,985	–	–	2.43%	9
2024 Q4	$5.03M	Hold	20,985	–	–	1.82%	10
2024 Q3	$4.42M	Hold	20,985	–	–	1.56%	15
2024 Q2	$4.24M	Hold	20,985	–	–	1.69%	12
2024 Q1	$4.2M	Hold	20,985	–	–	1.49%	17
2023 Q4	$3.57M	Hold	20,985	–	–	1.36%	13
2023 Q3	$3.04M	Hold	20,985	–	–	1.16%	15
2023 Q2	$3.05M	Hold	20,985	–	–	1.21%	18
2023 Q1	$2.73M	Buy	20,985 +600	+3%	+$82.2K	1.07%	19
2022 Q4	$2.73M	Hold	20,385	–	–	1.03%	21
2022 Q3	$2.13M	Hold	20,385	–	–	0.9%	22
2022 Q2	$2.3M	Buy	20,385 +165	+0.8%	+$20.4K	0.96%	25
2022 Q1	$2.76M	Buy	20,220 +7,300	+57%	+$1.08M	0.88%	35
2021 Q4	$2.05M	Buy	+12,920	New	+$2.12M	0.69%	37

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

David M. Knott Jr's JPM Position: Q1 2026 in Review

David M. Knott Jr held its JPMorgan Chase (JPM) position steady in Q1 2026 at 19,477 shares worth $5.73M. The position accounts for 3.41% of the portfolio, ranked #7.

David M. Knott Jr first reported a position in JPM in Q4 2021 and has held it in 18 quarters since. The position peaked at $6.43M in Q3 2025. 5,060 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

David M. Knott Jr held 19,477 shares of JPMorgan Chase worth $5.73M as of Q1 2026.
David M. Knott Jr left its JPMorgan Chase share count unchanged in Q1 2026.
JPMorgan Chase made up 3.41% of David M. Knott Jr's portfolio in Q1 2026, its #7 holding.
David M. Knott Jr first reported a position in JPMorgan Chase in Q4 2021 and has held it in 18 quarters since.
David M. Knott Jr's JPMorgan Chase position peaked at $6.43M in Q3 2025.
5,060 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on David M. Knott Jr's 13F filing for Q1 2026, filed 14 May 2026.