Eldridge Investment Advisors’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 | $1.43M | Sell |
4,871
-170
| -3% | -$51.6K | 0.31% | 54 |
|
|
2025
Q4 | $1.62M | Buy |
5,041
+70
| +1% | +$21.7K | 0.36% | 52 |
|
|
2025
Q3 | $1.57M | Hold |
4,971
| – | – | 0.36% | 51 |
|
|
2025
Q2 | $1.44M | Buy |
4,971
+500
| +11% | +$128K | 0.3% | 64 |
|
|
2025
Q1 | $1.1M | Sell |
4,471
-157
| -3% | -$40K | 0.25% | 73 |
|
|
2024
Q4 | $1.11M | Hold |
4,628
| – | – | 0.26% | 73 |
|
|
2024
Q3 | $976K | Hold |
4,628
| – | – | 0.23% | 77 |
|
|
2024
Q2 | $936K | Buy |
4,628
+275
| +6% | +$53.8K | 0.24% | 82 |
|
|
2024
Q1 | $872K | Hold |
4,353
| – | – | 0.22% | 84 |
|
|
2023
Q4 | $740K | Sell |
4,353
-206
| -5% | -$31.2K | 0.19% | 90 |
|
|
2023
Q3 | $661K | Hold |
4,559
| – | – | 0.22% | 80 |
|
|
2023
Q2 | $663K | Buy |
4,559
+220
| +5% | +$30.3K | 0.22% | 73 |
|
|
2023
Q1 | $565K | Sell |
4,339
-54
| -1% | -$7.4K | 0.2% | 76 |
|
|
2022
Q4 | $589K | Buy |
4,393
+210
| +5% | +$26.6K | 0.21% | 69 |
|
|
2022
Q3 | $437K | Sell |
4,183
-26
| -0.6% | -$2.98K | 0.17% | 82 |
|
|
2022
Q2 | $474K | Sell |
4,209
-75
| -2% | -$9.29K | 0.18% | 74 |
|
|
2022
Q1 | $584K | Sell |
4,284
-33
| -0.8% | -$4.87K | 0.2% | 68 |
|
|
2021
Q4 | $684K | Hold |
4,317
| – | – | 0.23% | 65 |
|
|
2021
Q3 | $707K | Hold |
4,317
| – | – | 0.25% | 61 |
|
|
2021
Q2 | $671K | Buy |
4,317
+23
| +0.5% | +$3.61K | 0.24% | 62 |
|
|
2021
Q1 | $654K | Hold |
4,294
| – | – | 0.25% | 59 |
|
|
2020
Q4 | $546K | Hold |
4,294
| – | – | 0.23% | 58 |
|
|
2020
Q3 | $413K | Sell |
4,294
-20
| -0.5% | -$1.96K | 0.19% | 61 |
|
|
2020
Q2 | $406K | Buy |
4,314
+20
| +0.5% | +$1.9K | 0.2% | 64 |
|
|
2020
Q1 | $387K | Sell |
4,294
-25
| -0.6% | -$3.04K | 0.22% | 58 |
|
|
2019
Q4 | $602K | Hold |
4,319
| – | – | 0.29% | 54 |
|
|
2019
Q3 | $508K | Sell |
4,319
-51
| -1% | -$5.77K | 0.26% | 56 |
|
|
2019
Q2 | $489K | Hold |
4,370
| – | – | 0.26% | 53 |
|
|
2019
Q1 | $442K | Buy |
4,370
+1,001
| +30% | +$103K | 0.24% | 53 |
|
|
2018
Q4 | $329K | Buy |
3,369
+221
| +7% | +$23.5K | 0.2% | 56 |
|
|
2018
Q3 | $355K | Buy |
3,148
+626
| +25% | +$71.1K | 0.23% | 45 |
|
|
2018
Q2 | $262K | Sell |
2,522
-254
| -9% | -$27.9K | 0.19% | 53 |
|
|
2018
Q1 | $305K | Buy |
2,776
+176
| +7% | +$19.9K | 0.23% | 48 |
|
|
2017
Q4 | $279K | Buy |
+2,600
| New | +$263K | 0.22% | 45 |
|
Other funds holding JPM
VCM
VPM
Eldridge Investment Advisors's JPM Position: Q1 2026 in Review
Eldridge Investment Advisors reduced its JPMorgan Chase (JPM) stake by 3.4% in Q1 2026, selling an estimated $51.6K and leaving 4,871 shares worth $1.43M. The position accounts for 0.31% of the portfolio, ranked #54.
Eldridge Investment Advisors first reported a position in JPM in Q4 2017 and has held it in 34 quarters since. The position peaked at $1.62M in Q4 2025. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.
- Eldridge Investment Advisors held 4,871 shares of JPMorgan Chase worth $1.43M as of Q1 2026.
- Eldridge Investment Advisors sold 170 JPMorgan Chase shares in Q1 2026, an estimated $51.6K.
- JPMorgan Chase made up 0.31% of Eldridge Investment Advisors's portfolio in Q1 2026, its #54 holding.
- Eldridge Investment Advisors first reported a position in JPMorgan Chase in Q4 2017 and has held it in 34 quarters since.
- Eldridge Investment Advisors's JPMorgan Chase position peaked at $1.62M in Q4 2025.
- 5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.
Based on Eldridge Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.