EMPI
JPM icon

Elo Mutual Pension Insurance’s JPMorgan Chase JPM Stock Holding History

Elo Mutual Pension Insurance’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 		$54.9M Sell
186,479
-28,845
-13% -$8.75M 0.9% 18
2025
Q4 		$69.4M Sell
215,324
-10,262
-5% -$3.18M 1.06% 14
2025
Q3 		$71.2M Buy
225,586
+923
+0.4% +$275K 1.17% 13
2025
Q2 		$65.1M Buy
224,663
+95,909
+74% +$24.5M 1.33% 12
2025
Q1 		$31.6M Sell
128,754
-130,890
-50% -$33.4M 0.71% 25
2024
Q4 		$62.2M Sell
259,644
-13,277
-5% -$3.09M 1.32% 11
2024
Q3 		$57.5M Buy
272,921
+27,368
+11% +$5.76M 1.23% 13
2024
Q2 		$49.7M Sell
245,553
-18,604
-7% -$3.64M 1.16% 11
2024
Q1 		$52.9M Buy
264,157
+10,437
+4% +$1.88M 1.24% 11
2023
Q4 		$43.2M Buy
253,720
+9,136
+4% +$1.38M 1.16% 12
2023
Q3 		$35.5M Sell
244,584
-6,624
-3% -$993K 1.09% 17
2023
Q2 		$36.5M Buy
251,208
+16,998
+7% +$2.34M 1.08% 15
2023
Q1 		$30.5M Buy
234,210
+7,191
+3% +$985K 0.97% 18
2022
Q4 		$30.4M Buy
227,019
+6,429
+3% +$815K 1.04% 15
2022
Q3 		$23.1M Sell
220,590
-12,161
-5% -$1.4M 0.87% 15
2022
Q2 		$26.2M Buy
232,751
+4,790
+2% +$593K 0.88% 18
2022
Q1 		$31.1M Buy
227,961
+3,071
+1% +$453K 0.9% 16
2021
Q4 		$35.6M Buy
224,890
+14,084
+7% +$2.31M 0.98% 14
2021
Q3 		$34.5M Sell
210,806
-2,538
-1% -$398K 1.11% 13
2021
Q2 		$33.2M Sell
213,344
-6,565
-3% -$1.03M 1.1% 14
2021
Q1 		$33.5M Buy
219,909
+3,232
+1% +$465K 1.12% 13
2020
Q4 		$27.5M Buy
216,677
+200,589
+1,247% +$22.4M 0.91% 18
2020
Q3 		$1.55M Buy
+16,088
New +$1.58M 0.05% 27

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

Elo Mutual Pension Insurance's JPM Position: Q1 2026 in Review

Elo Mutual Pension Insurance reduced its JPMorgan Chase (JPM) stake by 13% in Q1 2026, selling an estimated $8.75M and leaving 186,479 shares worth $54.9M. The position accounts for 0.9% of the portfolio, ranked #18.

Elo Mutual Pension Insurance first reported a position in JPM in Q3 2020 and has held it in 23 quarters since. The position peaked at $71.2M in Q3 2025. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Elo Mutual Pension Insurance held 186,479 shares of JPMorgan Chase worth $54.9M as of Q1 2026.
  • Elo Mutual Pension Insurance sold 28,845 JPMorgan Chase shares in Q1 2026, an estimated $8.75M.
  • JPMorgan Chase made up 0.9% of Elo Mutual Pension Insurance's portfolio in Q1 2026, its #18 holding.
  • Elo Mutual Pension Insurance first reported a position in JPMorgan Chase in Q3 2020 and has held it in 23 quarters since.
  • Elo Mutual Pension Insurance's JPMorgan Chase position peaked at $71.2M in Q3 2025.
  • 5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Elo Mutual Pension Insurance's 13F filing for Q1 2026, filed 11 May 2026.