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FreeGulliver LLC’s JPMorgan Chase JPM Stock Holding History

FreeGulliver LLC’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 		$47M Sell
159,733
-545
-0.3% -$165K 19.81% 1
2025
Q4 		$51.6M Sell
160,278
-1,626
-1% -$503K 19.01% 1
2025
Q3 		$51.1M Sell
161,904
-48,775
-23% -$14.5M 22.76% 1
2025
Q2 		$61.1M Sell
210,679
-521
-0.2% -$133K 27.87% 1
2025
Q1 		$51.8M Sell
211,200
-132
-0.1% -$33.7K 25.55% 1
2024
Q4 		$50.7M Sell
211,332
-937
-0.4% -$218K 24.13% 1
2024
Q3 		$44.8M Sell
212,269
-66
-0% -$13.9K 26.58% 1
2024
Q2 		$42.9M Buy
212,335
+24
+0% +$4.69K 29.36% 1
2024
Q1 		$42.5M Buy
212,311
+21,403
+11% +$3.86M 37.76% 1
2023
Q4 		$32.5M Buy
+190,908
New +$28.9M 43.11% 1

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

FreeGulliver LLC's JPM Position: Q1 2026 in Review

FreeGulliver LLC reduced its JPMorgan Chase (JPM) stake by 0.34% in Q1 2026, selling an estimated $165K and leaving 159,733 shares worth $47M. The position accounts for 19.81% of the portfolio, ranked #1.

FreeGulliver LLC first reported a position in JPM in Q4 2023 and has held it in 10 quarters since. The position peaked at $61.1M in Q2 2025. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • FreeGulliver LLC held 159,733 shares of JPMorgan Chase worth $47M as of Q1 2026.
  • FreeGulliver LLC sold 545 JPMorgan Chase shares in Q1 2026, an estimated $165K.
  • JPMorgan Chase made up 19.81% of FreeGulliver LLC's portfolio in Q1 2026, its #1 holding.
  • FreeGulliver LLC first reported a position in JPMorgan Chase in Q4 2023 and has held it in 10 quarters since.
  • FreeGulliver LLC's JPMorgan Chase position peaked at $61.1M in Q2 2025.
  • 5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on FreeGulliver LLC's 13F filing for Q1 2026, filed 15 May 2026.