Engineers Gate Manager’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 | $9.67M | Buy |
32,889
+28,032
| +577% | +$8.51M | 0.12% | 205 |
|
|
2025
Q4 | $1.57M | Buy |
+4,857
| New | +$1.5M | 0.02% | 824 |
|
|
2025
Q3 | – | Sell |
-2,391
| Closed | -$693K | – | 2353 |
|
|
2025
Q2 | $693K | Sell |
2,391
-15,589
| -87% | -$3.98M | 0.01% | 1318 |
|
|
2025
Q1 | $4.41M | Sell |
17,980
-2,113
| -11% | -$539K | 0.07% | 375 |
|
|
2024
Q4 | $4.82M | Buy |
20,093
+9,394
| +88% | +$2.19M | 0.08% | 320 |
|
|
2024
Q3 | $2.26M | Sell |
10,699
-5,368
| -33% | -$1.13M | 0.04% | 603 |
|
|
2024
Q2 | $3.25M | Sell |
16,067
-1,801
| -10% | -$352K | 0.07% | 377 |
|
|
2024
Q1 | $3.58M | Buy |
+17,868
| New | +$3.22M | 0.09% | 292 |
|
|
2023
Q4 | – | Sell |
-1,758
| Closed | -$255K | – | 2099 |
|
|
2023
Q3 | $255K | Sell |
1,758
-7,735
| -81% | -$1.16M | 0.01% | 1395 |
|
|
2023
Q2 | $1.38M | Buy |
9,493
+3,296
| +53% | +$453K | 0.05% | 518 |
|
|
2023
Q1 | $808K | Buy |
+6,197
| New | +$849K | 0.03% | 745 |
|
|
2022
Q4 | – | Sell |
-95,961
| Closed | -$10M | – | 1860 |
|
|
2022
Q3 | $10M | Buy |
95,961
+3,253
| +4% | +$373K | 0.62% | 8 |
|
|
2022
Q2 | $10.4M | Buy |
92,708
+45,852
| +98% | +$5.68M | 0.38% | 29 |
|
|
2022
Q1 | $6.39M | Buy |
46,856
+28,660
| +158% | +$4.23M | 0.25% | 67 |
|
|
2021
Q4 | $2.88M | Buy |
+18,196
| New | +$2.99M | 0.13% | 181 |
|
|
2021
Q3 | – | Sell |
-1,345
| Closed | -$209K | – | 1805 |
|
|
2021
Q2 | $209K | Buy |
+1,345
| New | +$211K | 0.01% | 1381 |
|
|
2020
Q4 | – | Sell |
-54,300
| Closed | -$5.23M | – | 1840 |
|
|
2020
Q3 | $5.23M | Buy |
54,300
+35,133
| +183% | +$3.45M | 0.25% | 61 |
|
|
2020
Q2 | $1.8M | Sell |
19,167
-30,754
| -62% | -$2.92M | 0.09% | 315 |
|
|
2020
Q1 | $4.49M | Buy |
49,921
+47,184
| +1,724% | +$5.73M | 0.32% | 37 |
|
|
2019
Q4 | $382K | Buy |
+2,737
| New | +$351K | 0.02% | 1123 |
|
|
2019
Q2 | – | Sell |
-6,085
| Closed | -$616K | – | 1263 |
|
|
2019
Q1 | $616K | Buy |
+6,085
| New | +$627K | 0.04% | 559 |
|
|
2018
Q1 | – | Sell |
-12,634
| Closed | -$1.35M | – | 878 |
|
|
2017
Q4 | $1.35M | Buy |
12,634
+9,696
| +330% | +$982K | 0.09% | 396 |
|
|
2017
Q3 | $281K | Buy |
+2,938
| New | +$271K | 0.02% | 622 |
|
|
2017
Q2 | – | Sell |
-30,125
| Closed | -$2.65M | – | 715 |
|
|
2017
Q1 | $2.65M | Buy |
+30,125
| New | +$2.66M | 0.26% | 141 |
|
|
2016
Q4 | – | Sell |
-29,084
| Closed | -$1.94M | – | 665 |
|
|
2016
Q3 | $1.94M | Sell |
29,084
-102,531
| -78% | -$6.69M | 0.2% | 185 |
|
|
2016
Q2 | $8.18M | Buy |
131,615
+19,025
| +17% | +$1.19M | 0.59% | 3 |
|
|
2016
Q1 | $6.67M | Buy |
112,590
+18,824
| +20% | +$1.1M | 0.52% | 9 |
|
|
2015
Q4 | $6.19M | Buy |
+93,766
| New | +$6.11M | 0.42% | 63 |
|
|
2015
Q1 | – | Sell |
-6,766
| Closed | -$423K | – | 990 |
|
|
2014
Q4 | $423K | Buy |
+6,766
| New | +$407K | 0.12% | 312 |
|
Other funds holding JPM
VCM
VPM
Engineers Gate Manager's JPM Position: Q1 2026 in Review
Engineers Gate Manager increased its JPMorgan Chase (JPM) stake by 577% in Q1 2026, buying an estimated $8.51M and bringing the position to 32,889 shares worth $9.67M. The position accounts for 0.12% of the portfolio, ranked #205.
Engineers Gate Manager first reported a position in JPM in Q4 2014 and has held it in 29 quarters since. The position peaked at $10.4M in Q2 2022. 5,059 funds tracked by Wall St. Rank hold JPM as of Q1 2026.
- Engineers Gate Manager held 32,889 shares of JPMorgan Chase worth $9.67M as of Q1 2026.
- Engineers Gate Manager bought 28,032 JPMorgan Chase shares in Q1 2026, an estimated $8.51M.
- JPMorgan Chase made up 0.12% of Engineers Gate Manager's portfolio in Q1 2026, its #205 holding.
- Engineers Gate Manager first reported a position in JPMorgan Chase in Q4 2014 and has held it in 29 quarters since.
- Engineers Gate Manager's JPMorgan Chase position peaked at $10.4M in Q2 2022.
- 5,059 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.
Based on Engineers Gate Manager's 13F filing for Q1 2026, filed 15 May 2026.