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East Coast Asset Management’s JPMorgan Chase JPM Stock Holding History

East Coast Asset 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 		$217K Sell
739
-55
-7% -$16.7K 0.07% 65
2025
Q4 		$256K Sell
794
-49
-6% -$15.2K 0.08% 62
2025
Q3 		$266K Sell
843
-257
-23% -$76.4K 0.08% 60
2025
Q2 		$319K Hold
1,100
– – 0.11% 58
2025
Q1 		$270K Buy
1,100
+44
+4% +$11.2K 0.1% 62
2024
Q4 		$253K Sell
1,056
-100
-9% -$23.3K 0.08% 64
2024
Q3 		$244K Hold
1,156
– – 0.08% 67
2024
Q2 		$234K Sell
1,156
-500
-30% -$97.8K 0.09% 66
2024
Q1 		$332K Hold
1,656
– – 0.12% 55
2023
Q4 		$282K Hold
1,656
– – 0.12% 57
2023
Q3 		$240K Hold
1,656
– – 0.11% 59
2023
Q2 		$241K Sell
1,656
-255
-13% -$35.1K 0.11% 59
2023
Q1 		$249K Hold
1,911
– – 0.11% 58
2022
Q4 		$256K Buy
+1,911
New +$242K 0.13% 55
2022
Q3 		– Sell
-1,911
Closed -$215K – 59
2022
Q2 		$215K Sell
1,911
-230
-11% -$28.5K 0.1% 58
2022
Q1 		$292K Hold
2,141
– – 0.07% 54
2021
Q4 		$339K Hold
2,141
– – 0.07% 57
2021
Q3 		$350K Hold
2,141
– – 0.08% 52
2021
Q2 		$333K Buy
2,141
+217
+11% +$34.1K 0.08% 53
2021
Q1 		$293K Hold
1,924
– – 0.08% 54
2020
Q4 		$244K Buy
+1,924
New +$215K 0.07% 57
2020
Q3 		– Sell
-5,316
Closed -$500K – 59
2020
Q2 		$500K Hold
5,316
– – 0.14% 43
2020
Q1 		$479K Hold
5,316
– – 0.19% 40
2019
Q4 		$741K Hold
5,316
– – 0.21% 39
2019
Q3 		$626K Hold
5,316
– – 0.18% 46
2019
Q2 		$594K Buy
5,316
+141
+3% +$15.5K 0.16% 46
2019
Q1 		$524K Sell
5,175
-435
-8% -$44.8K 0.13% 52
2018
Q4 		$548K Hold
5,610
– – 0.17% 50
2018
Q3 		$633K Buy
5,610
+345
+7% +$39.2K 0.16% 52
2018
Q2 		$549K Sell
5,265
-35
-0.7% -$3.84K 0.15% 53
2018
Q1 		$583K Sell
5,300
-1,216
-19% -$138K 0.17% 55
2017
Q4 		$697K Sell
6,516
-3,253
-33% -$329K 0.19% 58
2017
Q3 		$933K Hold
9,769
– – 0.24% 51
2017
Q2 		$893K Buy
9,769
+247
+3% +$21.3K 0.24% 57
2017
Q1 		$836K Buy
9,522
+168
+2% +$14.8K 0.23% 58
2016
Q4 		$807K Buy
9,354
+140
+2% +$10.7K 0.24% 59
2016
Q3 		$614K Buy
9,214
+1,503
+19% +$98K 0.32% 68
2016
Q2 		$479K Sell
7,711
-238
-3% -$14.9K 0.26% 71
2016
Q1 		$471K Sell
7,949
-325
-4% -$19K 0.25% 76
2015
Q4 		$546K Sell
8,274
-35
-0.4% -$2.28K 0.3% 73
2015
Q3 		$507K Buy
8,309
+35
+0.4% +$2.29K 0.32% 76
2015
Q2 		$561K Sell
8,274
-347
-4% -$22.7K 0.3% 77
2015
Q1 		$522K Buy
8,621
+97
+1% +$5.74K 0.28% 81
2014
Q4 		$533K Sell
8,524
-256
-3% -$15.4K 0.29% 79
2014
Q3 		$529K Sell
8,780
-373
-4% -$21.8K 0.3% 75
2014
Q2 		$527K Buy
9,153
+506
+6% +$28.4K 0.29% 76
2014
Q1 		$525K Hold
8,647
– – 0.31% 76
2013
Q4 		$506K Sell
8,647
-449
-5% -$24.6K 0.3% 80
2013
Q3 		$470K Sell
9,096
-4,562
-33% -$245K 0.31% 85
2013
Q2 		$721K Buy
+13,658
New +$694K 0.39% 70

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

East Coast Asset Management's JPM Position: Q1 2026 in Review

East Coast Asset Management reduced its JPMorgan Chase (JPM) stake by 6.9% in Q1 2026, selling an estimated $16.7K and leaving 739 shares worth $217K. The position accounts for 0.07% of the portfolio, ranked #65.

East Coast Asset Management first reported a position in JPM in Q2 2013 and has held it in 50 quarters since. The position peaked at $933K in Q3 2017. 5,053 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • East Coast Asset Management held 739 shares of JPMorgan Chase worth $217K as of Q1 2026.
  • East Coast Asset Management sold 55 JPMorgan Chase shares in Q1 2026, an estimated $16.7K.
  • JPMorgan Chase made up 0.07% of East Coast Asset Management's portfolio in Q1 2026, its #65 holding.
  • East Coast Asset Management first reported a position in JPMorgan Chase in Q2 2013 and has held it in 50 quarters since.
  • East Coast Asset Management's JPMorgan Chase position peaked at $933K in Q3 2017.
  • 5,053 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on East Coast Asset Management's 13F filing for Q1 2026, filed 15 May 2026.