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Diligent Investors’s JPMorgan Chase JPM Stock Holding History

Diligent Investors’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 		$1.76M Sell
5,988
-17
-0.3% -$5.16K 0.44% 60
2025
Q4 		$1.93M Sell
6,005
-71
-1% -$22K 0.48% 55
2025
Q3 		$1.92M Sell
6,076
-4,831
-44% -$1.44M 0.48% 52
2025
Q2 		$3.16M Sell
10,907
-159
-1% -$40.6K 0.75% 24
2025
Q1 		$2.71M Sell
11,066
-7
-0.1% -$1.78K 0.66% 27
2024
Q4 		$2.65M Buy
11,073
+3
+0% +$699 0.61% 33
2024
Q3 		$2.33M Buy
11,070
+9
+0.1% +$1.9K 0.54% 35
2024
Q2 		$2.24M Buy
11,061
+20
+0.2% +$3.91K 0.55% 36
2024
Q1 		$2.21M Sell
11,041
-163
-1% -$29.4K 0.55% 36
2023
Q4 		$1.91M Buy
11,204
+84
+0.8% +$12.7K 0.52% 38
2023
Q3 		$1.61M Buy
11,120
+5,882
+112% +$882K 0.49% 46
2023
Q2 		$762K Buy
5,238
+188
+4% +$25.9K 0.23% 113
2023
Q1 		$658K Buy
5,050
+593
+13% +$81.3K 0.2% 120
2022
Q4 		$598K Buy
4,457
+369
+9% +$46.8K 0.2% 128
2022
Q3 		$427K Buy
4,088
+373
+10% +$42.8K 0.15% 153
2022
Q2 		$418K Buy
3,715
+446
+14% +$55.3K 0.14% 157
2022
Q1 		$446K Buy
3,269
+492
+18% +$72.6K 0.13% 163
2021
Q4 		$440K Buy
2,777
+136
+5% +$22.3K 0.12% 166
2021
Q3 		$411K Hold
2,641
– – 0.14% 144
2021
Q2 		$411K Buy
2,641
+181
+7% +$28.4K 0.14% 145
2021
Q1 		$374K Sell
2,460
-224
-8% -$32.2K 0.14% 151
2020
Q4 		$341K Buy
2,684
+66
+3% +$7.38K 0.14% 145
2020
Q3 		$252K Sell
2,618
-111
-4% -$10.9K 0.12% 154
2020
Q2 		$257K Buy
+2,729
New +$259K 0.13% 147

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

Diligent Investors's JPM Position: Q1 2026 in Review

Diligent Investors reduced its JPMorgan Chase (JPM) stake by 0.28% in Q1 2026, selling an estimated $5.16K and leaving 5,988 shares worth $1.76M. The position accounts for 0.44% of the portfolio, ranked #60.

Diligent Investors first reported a position in JPM in Q2 2020 and has held it in 24 quarters since. The position peaked at $3.16M in Q2 2025. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Diligent Investors held 5,988 shares of JPMorgan Chase worth $1.76M as of Q1 2026.
  • Diligent Investors sold 17 JPMorgan Chase shares in Q1 2026, an estimated $5.16K.
  • JPMorgan Chase made up 0.44% of Diligent Investors's portfolio in Q1 2026, its #60 holding.
  • Diligent Investors first reported a position in JPMorgan Chase in Q2 2020 and has held it in 24 quarters since.
  • Diligent Investors's JPMorgan Chase position peaked at $3.16M in Q2 2025.
  • 5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Diligent Investors's 13F filing for Q1 2026, filed 15 Apr 2026.