Freemont Management’s JPMorgan Chase JPM Stock Holding History

Freemont Management’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	$3.97M	Buy	13,500 +10,500	+350%	+$3.19M	0.6%	53
2025 Q4	$967K	Buy	3,000 +2,000	+200%	+$619K	0.17%	101
2025 Q3	$315K	Sell	1,000 -8,000	-89%	-$2.38M	0.16%	85
2025 Q2	$2.61M	Buy	9,000 +2,100	+30%	+$536K	0.39%	65
2025 Q1	$1.69M	Sell	6,900 -700	-9%	-$178K	0.56%	58
2024 Q4	$1.82M	Hold	7,600	–	–	0.79%	43
2024 Q3	$1.6M	Hold	7,600	–	–	0.78%	40
2024 Q2	$1.54M	Sell	7,600 -37,500	-83%	-$7.33M	0.73%	31
2024 Q1	$9.03M	Sell	45,100 -14,000	-24%	-$2.53M	1.29%	26
2023 Q4	$10.1M	Hold	59,100	–	–	1.26%	27
2023 Q3	$8.57M	Sell	59,100 -10,000	-14%	-$1.5M	1.28%	26
2023 Q2	$10M	Hold	69,100	–	–	1.21%	25
2023 Q1	$9M	Hold	69,100	–	–	1.27%	29
2022 Q4	$9.27M	Hold	69,100	–	–	1.45%	23
2022 Q3	$7.22M	Sell	69,100 -1,700	-2%	-$195K	1.32%	24
2022 Q2	$7.97M	Sell	70,800 -3,600	-5%	-$446K	1.38%	21
2022 Q1	$10.1M	Sell	74,400 -33,000	-31%	-$4.87M	1.53%	18
2021 Q4	$17M	Hold	107,400	–	–	4.47%	4
2021 Q3	$17.6M	Buy	107,400 +400	+0.4%	+$62.7K	2.32%	7
2021 Q2	$16.6M	Hold	107,000	–	–	2.39%	9
2021 Q1	$16.3M	Hold	107,000	–	–	2.66%	7
2020 Q4	$13.6M	Buy	+107,000	New	+$12M	2.53%	4

Other funds holding JPM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Freemont Management's JPM Position: Q1 2026 in Review

Freemont Management increased its JPMorgan Chase (JPM) stake by 350% in Q1 2026, buying an estimated $3.19M and bringing the position to 13,500 shares worth $3.97M. The position accounts for 0.6% of the portfolio, ranked #53.

Freemont Management first reported a position in JPM in Q4 2020 and has held it in 22 quarters since. The position peaked at $17.6M in Q3 2021. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Freemont Management held 13,500 shares of JPMorgan Chase worth $3.97M as of Q1 2026.
Freemont Management bought 10,500 JPMorgan Chase shares in Q1 2026, an estimated $3.19M.
JPMorgan Chase made up 0.6% of Freemont Management's portfolio in Q1 2026, its #53 holding.
Freemont Management first reported a position in JPMorgan Chase in Q4 2020 and has held it in 22 quarters since.
Freemont Management's JPMorgan Chase position peaked at $17.6M in Q3 2021.
5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Freemont Management's 13F filing for Q1 2026, filed 6 May 2026.