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E.S. Barr & Co’s JPMorgan Chase JPM Stock Holding History

E.S. Barr & Co’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
2014
Q2 		– Sell
-1,000
Closed -$61K – 97
2014
Q1 		$61K Sell
1,000
-2,000
-67% -$116K 0.01% 95
2013
Q4 		$175K Buy
+3,000
New +$164K 0.02% 94

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

E.S. Barr & Co's JPM Position: Q1 2026 in Review

E.S. Barr & Co reduced its JPMorgan Chase (JPM) stake by 1.9% in Q1 2026, selling an estimated $2.02M and leaving 341,467 shares worth $100M. The position accounts for 5.84% of the portfolio, ranked #5.

E.S. Barr & Co first reported a position in JPM in Q2 2013 and has held it in 52 quarters since. The position peaked at $118M in Q3 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • E.S. Barr & Co held 341,467 shares of JPMorgan Chase worth $100M as of Q1 2026.
  • E.S. Barr & Co sold 6,652 JPMorgan Chase shares in Q1 2026, an estimated $2.02M.
  • JPMorgan Chase made up 5.84% of E.S. Barr & Co's portfolio in Q1 2026, its #5 holding.
  • E.S. Barr & Co first reported a position in JPMorgan Chase in Q2 2013 and has held it in 52 quarters since.
  • E.S. Barr & Co's JPMorgan Chase position peaked at $118M in Q3 2025.
  • 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on E.S. Barr & Co's 13F filing for Q1 2026, filed 13 May 2026.