Excalibur Management’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 | $9.99M | Sell |
33,972
-159
| -0.5% | -$48.3K | 3.59% | 4 |
|
|
2025
Q4 | $11M | Sell |
34,131
-673
| -2% | -$208K | 3.96% | 5 |
|
|
2025
Q3 | $11M | Sell |
34,804
-343
| -1% | -$102K | 3.98% | 5 |
|
|
2025
Q2 | $10.2M | Sell |
35,147
-249
| -0.7% | -$63.5K | 3.82% | 5 |
|
|
2025
Q1 | $8.68M | Sell |
35,396
-264
| -0.7% | -$67.3K | 3.41% | 5 |
|
|
2024
Q4 | $8.55M | Sell |
35,660
-66
| -0.2% | -$15.4K | 3.4% | 5 |
|
|
2024
Q3 | $7.53M | Sell |
35,726
-528
| -1% | -$111K | 2.87% | 5 |
|
|
2024
Q2 | $7.33M | Buy |
36,254
+178
| +0.5% | +$34.8K | 2.99% | 5 |
|
|
2024
Q1 | $7.23M | Buy |
36,076
+62
| +0.2% | +$11.2K | 3.06% | 5 |
|
|
2023
Q4 | $6.13M | Sell |
36,014
-878
| -2% | -$133K | 2.88% | 6 |
|
|
2023
Q3 | $5.35M | Sell |
36,892
-813
| -2% | -$122K | 2.78% | 6 |
|
|
2023
Q2 | $5.48M | Sell |
37,705
-34
| -0.1% | -$4.68K | 2.79% | 8 |
|
|
2023
Q1 | $4.92M | Sell |
37,739
-87
| -0.2% | -$11.9K | 2.55% | 8 |
|
|
2022
Q4 | $5.07M | Buy |
37,826
+14
| +0% | +$1.77K | 2.65% | 8 |
|
|
2022
Q3 | $3.95M | Buy |
37,812
+851
| +2% | +$97.7K | 2.21% | 10 |
|
|
2022
Q2 | $4.16M | Sell |
36,961
-307
| -0.8% | -$38K | 2.17% | 10 |
|
|
2022
Q1 | $5.08M | Buy |
37,268
+681
| +2% | +$101K | 2.2% | 9 |
|
|
2021
Q4 | $5.79M | Buy |
36,587
+315
| +0.9% | +$51.7K | 2.34% | 10 |
|
|
2021
Q3 | $5.94M | Buy |
36,272
+621
| +2% | +$97.4K | 2.6% | 11 |
|
|
2021
Q2 | $5.54M | Sell |
35,651
-269
| -0.7% | -$42.2K | 2.51% | 11 |
|
|
2021
Q1 | $5.47M | Sell |
35,920
-992
| -3% | -$143K | 2.7% | 10 |
|
|
2020
Q4 | $4.69M | Sell |
36,912
-575
| -2% | -$64.3K | 2.52% | 10 |
|
|
2020
Q3 | $3.61M | Sell |
37,487
-2,949
| -7% | -$290K | 2.19% | 12 |
|
|
2020
Q2 | $3.8M | Buy |
40,436
+2,621
| +7% | +$249K | 2.53% | 11 |
|
|
2020
Q1 | $3.4M | Buy |
37,815
+1,890
| +5% | +$230K | 2.63% | 11 |
|
|
2019
Q4 | $5.01M | Buy |
35,925
+2,977
| +9% | +$382K | 3.27% | 10 |
|
|
2019
Q3 | $3.88M | Hold |
32,948
| – | – | 3.48% | 9 |
|
|
2019
Q2 | $3.68M | Sell |
32,948
-1,111
| -3% | -$122K | 3.4% | 10 |
|
|
2019
Q1 | $3.45M | Sell |
34,059
-5,387
| -14% | -$555K | 3.25% | 10 |
|
|
2018
Q4 | $3.85M | Buy |
39,446
+315
| +0.8% | +$33.6K | 3.89% | 9 |
|
|
2018
Q3 | $4.42M | Sell |
39,131
-7,580
| -16% | -$860K | 3.77% | 10 |
|
|
2018
Q2 | $4.87M | Sell |
46,711
-89
| -0.2% | -$9.76K | 3.87% | 10 |
|
|
2018
Q1 | $5.15M | Buy |
46,800
+411
| +0.9% | +$46.5K | 4.18% | 7 |
|
|
2017
Q4 | $4.96M | Sell |
46,389
-1,243
| -3% | -$126K | 4.17% | 6 |
|
|
2017
Q3 | $4.55M | Sell |
47,632
-365
| -0.8% | -$33.7K | 3.86% | 8 |
|
|
2017
Q2 | $4.39M | Sell |
47,997
-185
| -0.4% | -$16K | 3.93% | 8 |
|
|
2017
Q1 | $4.23M | Buy |
48,182
+2,666
| +6% | +$235K | 3.77% | 8 |
|
|
2016
Q4 | $3.93M | Sell |
45,516
-1,815
| -4% | -$138K | 3.58% | 10 |
|
|
2016
Q3 | $3.15M | Sell |
47,331
-1,570
| -3% | -$102K | 2.99% | 12 |
|
|
2016
Q2 | $3.04M | Buy |
48,901
+220
| +0.5% | +$13.7K | 2.61% | 12 |
|
|
2016
Q1 | $2.88M | Buy |
48,681
+750
| +2% | +$43.8K | 2.58% | 15 |
|
|
2015
Q4 | $3.17M | Sell |
47,931
-530
| -1% | -$34.5K | 2.94% | 10 |
|
|
2015
Q3 | $2.96M | Buy |
48,461
+3,088
| +7% | +$202K | 2.96% | 11 |
|
|
2015
Q2 | $3.07M | Buy |
45,373
+348
| +0.8% | +$22.7K | 2.88% | 12 |
|
|
2015
Q1 | $2.73M | Buy |
45,025
+25,167
| +127% | +$1.49M | 2.64% | 12 |
|
|
2014
Q4 | $1.24M | Buy |
19,858
+3,551
| +22% | +$214K | 1.25% | 22 |
|
|
2014
Q3 | $982K | Buy |
16,307
+1,190
| +8% | +$69.6K | 1.01% | 23 |
|
|
2014
Q2 | $871K | Buy |
15,117
+5,775
| +62% | +$325K | 0.91% | 25 |
|
|
2014
Q1 | $567K | Buy |
9,342
+1,175
| +14% | +$67.9K | 0.62% | 31 |
|
|
2013
Q4 | $478K | Buy |
8,167
+1,539
| +23% | +$84.3K | 0.52% | 34 |
|
|
2013
Q3 | $343K | Buy |
6,628
+1,700
| +34% | +$91.2K | 0.4% | 41 |
|
|
2013
Q2 | $260K | Buy |
+4,928
| New | +$251K | 0.32% | 46 |
|
Other funds holding JPM
VCM
VPM
Excalibur Management's JPM Position: Q1 2026 in Review
Excalibur Management reduced its JPMorgan Chase (JPM) stake by 0.47% in Q1 2026, selling an estimated $48.3K and leaving 33,972 shares worth $9.99M. The position accounts for 3.59% of the portfolio, ranked #4.
Excalibur Management first reported a position in JPM in Q2 2013 and has held it in 52 quarters since. The position peaked at $11M in Q4 2025. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.
- Excalibur Management held 33,972 shares of JPMorgan Chase worth $9.99M as of Q1 2026.
- Excalibur Management sold 159 JPMorgan Chase shares in Q1 2026, an estimated $48.3K.
- JPMorgan Chase made up 3.59% of Excalibur Management's portfolio in Q1 2026, its #4 holding.
- Excalibur Management first reported a position in JPMorgan Chase in Q2 2013 and has held it in 52 quarters since.
- Excalibur Management's JPMorgan Chase position peaked at $11M in Q4 2025.
- 5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.
Based on Excalibur Management's 13F filing for Q1 2026, filed 5 May 2026.