Financial Consulate’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 | $1.2M | Buy |
4,095
+67
| +2% | +$20.3K | 0.15% | 41 |
|
|
2025
Q4 | $1.3M | Sell |
4,028
-1,483
| -27% | -$459K | 0.18% | 39 |
|
|
2025
Q3 | $1.74M | Buy |
+5,511
| New | +$1.64M | 0.25% | 32 |
|
|
2023
Q2 | – | Sell |
-5,503
| Closed | -$717K | – | 78 |
|
|
2023
Q1 | $717K | Buy |
5,503
+334
| +6% | +$45.8K | 0.25% | 43 |
|
|
2022
Q4 | $693K | Sell |
5,169
-300
| -5% | -$38K | 0.24% | 53 |
|
|
2022
Q3 | $572K | Hold |
5,469
| – | – | 0.24% | 47 |
|
|
2022
Q2 | $616K | Sell |
5,469
-118
| -2% | -$14.6K | 0.29% | 46 |
|
|
2022
Q1 | $762K | Buy |
5,587
+150
| +3% | +$22.1K | 0.29% | 47 |
|
|
2021
Q4 | $861K | Sell |
5,437
-50
| -0.9% | -$8.21K | 0.3% | 46 |
|
|
2021
Q3 | $898K | Buy |
5,487
+300
| +6% | +$47K | 0.33% | 39 |
|
|
2021
Q2 | $807K | Hold |
5,187
| – | – | 0.29% | 43 |
|
|
2021
Q1 | $790K | Buy |
5,187
+100
| +2% | +$14.4K | 0.32% | 42 |
|
|
2020
Q4 | $646K | Hold |
5,087
| – | – | 0.28% | 51 |
|
|
2020
Q3 | $490K | Buy |
5,087
+107
| +2% | +$10.5K | 0.23% | 57 |
|
|
2020
Q2 | $468K | Sell |
4,980
-59
| -1% | -$5.6K | 0.24% | 57 |
|
|
2020
Q1 | $454K | Buy |
5,039
+1
| +0% | +$121 | 0.27% | 53 |
|
|
2019
Q4 | $702K | Sell |
5,038
-20
| -0.4% | -$2.56K | 0.31% | 45 |
|
|
2019
Q3 | $595K | Buy |
5,058
+220
| +5% | +$24.9K | 0.26% | 55 |
|
|
2019
Q2 | $541K | Sell |
4,838
-127
| -3% | -$14K | 0.24% | 57 |
|
|
2019
Q1 | $503K | Sell |
4,965
-224
| -4% | -$23.1K | 0.23% | 65 |
|
|
2018
Q4 | $507K | Buy |
5,189
+23
| +0.4% | +$2.45K | 0.3% | 59 |
|
|
2018
Q3 | $583K | Sell |
5,166
-125
| -2% | -$14.2K | 0.33% | 58 |
|
|
2018
Q2 | $551K | Buy |
5,291
+250
| +5% | +$27.4K | 0.28% | 64 |
|
|
2018
Q1 | $554K | Buy |
5,041
+50
| +1% | +$5.66K | 0.29% | 63 |
|
|
2017
Q4 | $534K | Hold |
4,991
| – | – | 0.27% | 62 |
|
|
2017
Q3 | $477K | Buy |
4,991
+916
| +22% | +$84.5K | 0.26% | 64 |
|
|
2017
Q2 | $372K | Buy |
4,075
+44
| +1% | +$3.8K | 0.22% | 68 |
|
|
2017
Q1 | $354K | Buy |
4,031
+140
| +4% | +$12.4K | 0.23% | 65 |
|
|
2016
Q4 | $336K | Hold |
3,891
| – | – | 0.24% | 59 |
|
|
2016
Q3 | $259K | Sell |
3,891
-100
| -3% | -$6.52K | 0.23% | 58 |
|
|
2016
Q2 | $248K | Buy |
3,991
+64
| +2% | +$4K | 0.19% | 61 |
|
|
2016
Q1 | $233K | Hold |
3,927
| – | – | 0.16% | 65 |
|
|
2015
Q4 | $259K | Hold |
3,927
| – | – | 0.18% | 56 |
|
|
2015
Q3 | $239K | Sell |
3,927
-350
| -8% | -$22.9K | 0.21% | 55 |
|
|
2015
Q2 | $290K | Hold |
4,277
| – | – | 0.21% | 51 |
|
|
2015
Q1 | $259K | Sell |
4,277
-590
| -12% | -$34.9K | 0.22% | 49 |
|
|
2014
Q4 | $305K | Buy |
+4,867
| New | +$293K | 0.2% | 54 |
|
Other funds holding JPM
VCM
VPM
Financial Consulate's JPM Position: Q1 2026 in Review
Financial Consulate increased its JPMorgan Chase (JPM) stake by 1.7% in Q1 2026, buying an estimated $20.3K and bringing the position to 4,095 shares worth $1.2M. The position accounts for 0.15% of the portfolio, ranked #41.
Financial Consulate first reported a position in JPM in Q4 2014 and has held it in 37 quarters since. The position peaked at $1.74M in Q3 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.
- Financial Consulate held 4,095 shares of JPMorgan Chase worth $1.2M as of Q1 2026.
- Financial Consulate bought 67 JPMorgan Chase shares in Q1 2026, an estimated $20.3K.
- JPMorgan Chase made up 0.15% of Financial Consulate's portfolio in Q1 2026, its #41 holding.
- Financial Consulate first reported a position in JPMorgan Chase in Q4 2014 and has held it in 37 quarters since.
- Financial Consulate's JPMorgan Chase position peaked at $1.74M in Q3 2025.
- 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.
Based on Financial Consulate's 13F filing for Q1 2026, filed 21 Apr 2026.