Epoch Investment Partners’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 | $235M | Sell |
800,542
-100,713
| -11% | -$30.6M | 1.43% | 7 |
|
|
2025
Q4 | $290M | Sell |
901,255
-76,495
| -8% | -$23.7M | 1.65% | 7 |
|
|
2025
Q3 | $308M | Sell |
977,750
-401,168
| -29% | -$119M | 1.69% | 6 |
|
|
2025
Q2 | $400M | Sell |
1,378,918
-218,411
| -14% | -$55.7M | 2.07% | 4 |
|
|
2025
Q1 | $392M | Sell |
1,597,329
-118,580
| -7% | -$30.2M | 2.03% | 3 |
|
|
2024
Q4 | $411M | Sell |
1,715,909
-254,905
| -13% | -$59.4M | 1.99% | 4 |
|
|
2024
Q3 | $416M | Buy |
1,970,814
+36,581
| +2% | +$7.71M | 1.86% | 5 |
|
|
2024
Q2 | $391M | Buy |
1,934,233
+409,491
| +27% | +$80.1M | 1.79% | 5 |
|
|
2024
Q1 | $305M | Buy |
1,524,742
+114,780
| +8% | +$20.7M | 1.36% | 6 |
|
|
2023
Q4 | $240M | Sell |
1,409,962
-32,420
| -2% | -$4.91M | 1.09% | 10 |
|
|
2023
Q3 | $209M | Sell |
1,442,382
-130,810
| -8% | -$19.6M | 1.33% | 8 |
|
|
2023
Q2 | $229M | Sell |
1,573,192
-58,786
| -4% | -$8.09M | 1.32% | 8 |
|
|
2023
Q1 | $213M | Buy |
1,631,978
+82,846
| +5% | +$11.4M | 1.27% | 10 |
|
|
2022
Q4 | $208M | Buy |
1,549,132
+43,821
| +3% | +$5.55M | 1.24% | 9 |
|
|
2022
Q3 | $157M | Buy |
1,505,311
+54,346
| +4% | +$6.24M | 1.03% | 16 |
|
|
2022
Q2 | $163M | Buy |
1,450,965
+112,046
| +8% | +$13.9M | 0.96% | 18 |
|
|
2022
Q1 | $183M | Buy |
1,338,919
+117,480
| +10% | +$17.3M | 0.89% | 23 |
|
|
2021
Q4 | $193M | Buy |
1,221,439
+16,209
| +1% | +$2.66M | 0.98% | 22 |
|
|
2021
Q3 | $197M | Sell |
1,205,230
-32,471
| -3% | -$5.09M | 1.1% | 15 |
|
|
2021
Q2 | $193M | Sell |
1,237,701
-61,083
| -5% | -$9.59M | 1.03% | 16 |
|
|
2021
Q1 | $198M | Buy |
1,298,784
+96,185
| +8% | +$13.8M | 0.92% | 26 |
|
|
2020
Q4 | $153M | Buy |
1,202,599
+240,630
| +25% | +$26.9M | 0.7% | 46 |
|
|
2020
Q3 | $92.6M | Buy |
961,969
+154,724
| +19% | +$15.2M | 0.46% | 75 |
|
|
2020
Q2 | $75.9M | Buy |
+807,245
| New | +$76.6M | 0.39% | 95 |
|
|
2019
Q2 | – | Sell |
-808,502
| Closed | -$81.8M | – | 304 |
|
|
2019
Q1 | $81.8M | Sell |
808,502
-126,983
| -14% | -$13.1M | 0.36% | 101 |
|
|
2018
Q4 | $91.3M | Sell |
935,485
-478,121
| -34% | -$50.9M | 0.42% | 88 |
|
|
2018
Q3 | $160M | Buy |
1,413,606
+810
| +0.1% | +$91.9K | 0.61% | 61 |
|
|
2018
Q2 | $147K | Buy |
1,412,796
+83,118
| +6% | +$9.12M | 0.45% | 67 |
|
|
2018
Q1 | $146M | Buy |
1,329,678
+20,576
| +2% | +$2.33M | 0.52% | 73 |
|
|
2017
Q4 | $140M | Buy |
1,309,102
+221,165
| +20% | +$22.4M | 0.46% | 81 |
|
|
2017
Q3 | $104M | Buy |
1,087,937
+34,508
| +3% | +$3.18M | 0.35% | 93 |
|
|
2017
Q2 | $96.3M | Sell |
1,053,429
-242,216
| -19% | -$20.9M | 0.33% | 99 |
|
|
2017
Q1 | $114M | Sell |
1,295,645
-254,217
| -16% | -$22.4M | 0.38% | 93 |
|
|
2016
Q4 | $134M | Buy |
+1,549,862
| New | +$118M | 0.5% | 80 |
|
Other funds holding JPM
VCM
VPM
Epoch Investment Partners's JPM Position: Q1 2026 in Review
Epoch Investment Partners reduced its JPMorgan Chase (JPM) stake by 11% in Q1 2026, selling an estimated $30.6M and leaving 800,542 shares worth $235M. The position accounts for 1.43% of the portfolio, ranked #7.
Epoch Investment Partners first reported a position in JPM in Q4 2016 and has held it in 34 quarters since. The position peaked at $416M in Q3 2024. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.
- Epoch Investment Partners held 800,542 shares of JPMorgan Chase worth $235M as of Q1 2026.
- Epoch Investment Partners sold 100,713 JPMorgan Chase shares in Q1 2026, an estimated $30.6M.
- JPMorgan Chase made up 1.43% of Epoch Investment Partners's portfolio in Q1 2026, its #7 holding.
- Epoch Investment Partners first reported a position in JPMorgan Chase in Q4 2016 and has held it in 34 quarters since.
- Epoch Investment Partners's JPMorgan Chase position peaked at $416M in Q3 2024.
- 5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.
Based on Epoch Investment Partners's 13F filing for Q1 2026, filed 14 May 2026.