Discovery Capital Management’s JPMorgan Chase JPM Stock Holding History

Discovery Capital Management’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	$45.5M	Sell	154,700 -72,500	-32%	-$22M	2.36%	16
2025 Q4	$73.2M	Buy	227,200 +56,400	+33%	+$17.5M	3.96%	5
2025 Q3	$53.9M	Buy	170,800 +3,900	+2%	+$1.16M	2.95%	7
2025 Q2	$48.4M	Buy	+166,900	New	+$42.6M	3.78%	10
2025 Q1	–	Sell	-331,900	Closed	-$79.6M	–	78
2024 Q4	$79.6M	Buy	+331,900	New	+$77.3M	5.4%	1
2023 Q2	–	Sell	-65,200	Closed	-$8.5M	–	77
2023 Q1	$8.5M	Buy	+65,200	New	+$8.93M	0.97%	26
2022 Q1	–	Sell	-86,300	Closed	-$13.7M	–	87
2021 Q4	$13.7M	Buy	+86,300	New	+$14.2M	1.03%	24
2015 Q1	–	Sell	-341,600	Closed	-$21.4M	–	108
2014 Q4	$21.4M	Buy	+341,600	New	+$20.6M	0.22%	82
2014 Q3	–	Sell	-361,000	Closed	-$20.8M	–	110
2014 Q2	$20.8M	Buy	+361,000	New	+$20.3M	0.2%	79
2014 Q1	–	Sell	-5,157,352	Closed	-$302M	–	147
2013 Q4	$302M	Buy	5,157,352 +2,443,000	+90%	+$134M	2.24%	12
2013 Q3	$140M	Buy	2,714,352 +541,000	+25%	+$29M	1.23%	29
2013 Q2	$115M	Buy	+2,173,352	New	+$110M	1.23%	27

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

Discovery Capital Management's JPM Position: Q1 2026 in Review

Discovery Capital Management reduced its JPMorgan Chase (JPM) stake by 32% in Q1 2026, selling an estimated $22M and leaving 154,700 shares worth $45.5M. The position accounts for 2.36% of the portfolio, ranked #16.

Discovery Capital Management first reported a position in JPM in Q2 2013 and has held it in 12 quarters since. The position peaked at $302M in Q4 2013. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Discovery Capital Management held 154,700 shares of JPMorgan Chase worth $45.5M as of Q1 2026.
Discovery Capital Management sold 72,500 JPMorgan Chase shares in Q1 2026, an estimated $22M.
JPMorgan Chase made up 2.36% of Discovery Capital Management's portfolio in Q1 2026, its #16 holding.
Discovery Capital Management first reported a position in JPMorgan Chase in Q2 2013 and has held it in 12 quarters since.
Discovery Capital Management's JPMorgan Chase position peaked at $302M in Q4 2013.
5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Discovery Capital Management's 13F filing for Q1 2026, filed 15 May 2026.