Drexel Morgan & Co’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 | $48.1M | Hold |
163,589
| – | – | 7.06% | 4 |
|
|
2025
Q4 | $52.7M | Hold |
163,589
| – | – | 8.25% | 3 |
|
|
2025
Q3 | $51.6M | Hold |
163,589
| – | – | 8.1% | 4 |
|
|
2025
Q2 | $47.4M | Buy |
163,589
+50,000
| +44% | +$12.8M | 8.42% | 2 |
|
|
2025
Q1 | $27.9M | Hold |
113,589
| – | – | 5.85% | 6 |
|
|
2024
Q4 | $27.2M | Hold |
113,589
| – | – | 5.62% | 6 |
|
|
2024
Q3 | $24M | Hold |
113,589
| – | – | 4.45% | 7 |
|
|
2024
Q2 | $23M | Hold |
113,589
| – | – | 4.92% | 7 |
|
|
2024
Q1 | $22.8M | Buy |
113,589
+125
| +0.1% | +$22.6K | 4.68% | 7 |
|
|
2023
Q4 | $19.3M | Buy |
113,464
+514
| +0.5% | +$77.9K | 4.46% | 7 |
|
|
2023
Q3 | $16.4M | Hold |
112,950
| – | – | 4.46% | 8 |
|
|
2023
Q2 | $16.4M | Hold |
112,950
| – | – | 4.26% | 8 |
|
|
2023
Q1 | $14.7M | Hold |
112,950
| – | – | 3.71% | 8 |
|
|
2022
Q4 | $15.1M | Hold |
112,950
| – | – | 3.11% | 10 |
|
|
2022
Q3 | $11.8M | Buy |
112,950
+100
| +0.1% | +$11.5K | 2.84% | 10 |
|
|
2022
Q2 | $12.7M | Buy |
112,850
+244
| +0.2% | +$30.2K | 3.49% | 7 |
|
|
2022
Q1 | $15.3M | Buy |
112,606
+1,000
| +0.9% | +$148K | 4.46% | 6 |
|
|
2021
Q4 | $17.7M | Hold |
111,606
| – | – | 5.11% | 5 |
|
|
2021
Q3 | $18.3M | Hold |
111,606
| – | – | 5.87% | 5 |
|
|
2021
Q2 | $17.4M | Hold |
111,606
| – | – | 5.12% | 5 |
|
|
2021
Q1 | $17M | Hold |
111,606
| – | – | 4.31% | 5 |
|
|
2020
Q4 | $14.2M | Hold |
111,606
| – | – | 3.88% | 5 |
|
|
2020
Q3 | $10.7M | Hold |
111,606
| – | – | 3.78% | 5 |
|
|
2020
Q2 | $10.5M | Sell |
111,606
-125,000
| -53% | -$11.9M | 3.97% | 5 |
|
|
2020
Q1 | $21.3M | Buy |
236,606
+225,000
| +1,939% | +$27.3M | 8.25% | 3 |
|
|
2019
Q4 | $1.62M | Buy |
11,606
+4,256
| +58% | +$546K | 1.21% | 31 |
|
|
2019
Q3 | $865K | Hold |
7,350
| – | – | 0.67% | 41 |
|
|
2019
Q2 | $822K | Buy |
7,350
+950
| +15% | +$105K | 0.63% | 41 |
|
|
2019
Q1 | $648K | Buy |
6,400
+3,400
| +113% | +$350K | 0.57% | 42 |
|
|
2018
Q4 | $293K | Hold |
3,000
| – | – | 0.29% | 68 |
|
|
2018
Q3 | $339K | Hold |
3,000
| – | – | 0.3% | 66 |
|
|
2018
Q2 | $313K | Hold |
3,000
| – | – | 0.31% | 68 |
|
|
2018
Q1 | $330K | Hold |
3,000
| – | – | 0.34% | 65 |
|
|
2017
Q4 | $321K | Hold |
3,000
| – | – | 0.31% | 71 |
|
|
2017
Q3 | $287K | Hold |
3,000
| – | – | 0.29% | 73 |
|
|
2017
Q2 | $274K | Hold |
3,000
| – | – | 0.28% | 72 |
|
|
2017
Q1 | $264K | Hold |
3,000
| – | – | 0.29% | 77 |
|
|
2016
Q4 | $259K | Hold |
3,000
| – | – | 0.31% | 73 |
|
|
2016
Q3 | $200K | Buy |
+3,000
| New | +$196K | 0.22% | 89 |
|
|
2015
Q3 | – | Sell |
-3,000
| Closed | -$203K | – | 87 |
|
|
2015
Q2 | $203K | Buy |
+3,000
| New | +$196K | 0.24% | 88 |
|
|
2013
Q4 | – | Sell |
-8,721
| Closed | -$450K | – | 87 |
|
|
2013
Q3 | $450K | Hold |
8,721
| – | – | 0.62% | 45 |
|
|
2013
Q2 | $461K | Buy |
+8,721
| New | +$443K | 0.76% | 39 |
|
Other funds holding JPM
VCM
VPM
Drexel Morgan & Co's JPM Position: Q1 2026 in Review
Drexel Morgan & Co held its JPMorgan Chase (JPM) position steady in Q1 2026 at 163,589 shares worth $48.1M. The position accounts for 7.06% of the portfolio, ranked #4.
Drexel Morgan & Co first reported a position in JPM in Q2 2013 and has held it in 42 quarters since. The position peaked at $52.7M in Q4 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.
- Drexel Morgan & Co held 163,589 shares of JPMorgan Chase worth $48.1M as of Q1 2026.
- Drexel Morgan & Co left its JPMorgan Chase share count unchanged in Q1 2026.
- JPMorgan Chase made up 7.06% of Drexel Morgan & Co's portfolio in Q1 2026, its #4 holding.
- Drexel Morgan & Co first reported a position in JPMorgan Chase in Q2 2013 and has held it in 42 quarters since.
- Drexel Morgan & Co's JPMorgan Chase position peaked at $52.7M in Q4 2025.
- 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.
Based on Drexel Morgan & Co's 13F filing for Q1 2026, filed 11 May 2026.