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Fullerton Fund Management’s JPMorgan Chase JPM Stock Holding History

Fullerton Fund 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 		$1.6M Sell
5,438
-315,141
-98% -$95.6M 0.13% 31
2025
Q4 		$103M Sell
320,579
-153,702
-32% -$47.6M 4.52% 8
2025
Q3 		$150M Buy
474,281
+7,250
+2% +$2.16M 5.78% 5
2025
Q2 		$135M Buy
467,031
+119,117
+34% +$30.4M 5.48% 6
2025
Q1 		$85.3M Sell
347,914
-533,306
-61% -$136M 5.48% 4
2024
Q4 		$211M Buy
881,220
+525,631
+148% +$122M 7.38% 2
2024
Q3 		$75M Buy
355,589
+67,594
+23% +$14.2M 3.15% 10
2024
Q2 		$58.2M Buy
287,995
+284,639
+8,481% +$55.6M 2.61% 13
2024
Q1 		$672K Buy
+3,356
New +$606K 0.03% 60
2023
Q4 		– Sell
-26,266
Closed -$3.81M – 66
2023
Q3 		$3.81M Buy
26,266
+16,449
+168% +$2.47M 0.27% 44
2023
Q2 		$1.43M Sell
9,817
-34,636
-78% -$4.76M 0.1% 56
2023
Q1 		$5.79M Sell
44,453
-161,970
-78% -$22.2M 0.44% 42
2022
Q4 		$27.7M Buy
206,423
+195,014
+1,709% +$24.7M 2.06% 19
2022
Q3 		$1.19M Sell
11,409
-91,280
-89% -$10.5M 0.09% 56
2022
Q2 		$11.6M Sell
102,689
-11,805
-10% -$1.46M 0.77% 32
2022
Q1 		$15.6M Sell
114,494
-250,895
-69% -$37M 0.82% 32
2021
Q4 		$57.9M Buy
+365,389
New +$60M 2.9% 11
2021
Q3 		– Sell
-70,623
Closed -$11M – 82
2021
Q2 		$11M Sell
70,623
-56,188
-44% -$8.82M 0.75% 34
2021
Q1 		$19.3M Sell
126,811
-2,136
-2% -$307K 1.49% 20
2020
Q4 		$16.4M Buy
+128,947
New +$14.4M 1.2% 30
2020
Q1 		– Sell
-43,625
Closed -$6.08M – 60
2019
Q4 		$6.08M Sell
43,625
-4,364
-9% -$560K 1.28% 12
2019
Q3 		$5.65M Buy
+47,989
New +$5.43M 1.72% 10

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

Fullerton Fund Management's JPM Position: Q1 2026 in Review

Fullerton Fund Management reduced its JPMorgan Chase (JPM) stake by 98% in Q1 2026, selling an estimated $95.6M and leaving 5,438 shares worth $1.6M. The position accounts for 0.13% of the portfolio, ranked #31.

Fullerton Fund Management first reported a position in JPM in Q3 2019 and has held it in 22 quarters since. The position peaked at $211M in Q4 2024. 5,059 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Fullerton Fund Management held 5,438 shares of JPMorgan Chase worth $1.6M as of Q1 2026.
  • Fullerton Fund Management sold 315,141 JPMorgan Chase shares in Q1 2026, an estimated $95.6M.
  • JPMorgan Chase made up 0.13% of Fullerton Fund Management's portfolio in Q1 2026, its #31 holding.
  • Fullerton Fund Management first reported a position in JPMorgan Chase in Q3 2019 and has held it in 22 quarters since.
  • Fullerton Fund Management's JPMorgan Chase position peaked at $211M in Q4 2024.
  • 5,059 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Fullerton Fund Management's 13F filing for Q1 2026, filed 15 May 2026.