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Galvin Gaustad & Stein’s JPMorgan Chase JPM Stock Holding History

Galvin Gaustad & Stein’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 		$20.1M Sell
68,220
-34,491
-34% -$10.5M 1.61% 16
2025
Q4 		$33.1M Sell
102,711
-1,228
-1% -$380K 2.58% 4
2025
Q3 		$32.8M Sell
103,939
-4,086
-4% -$1.22M 2.66% 5
2025
Q2 		$31.3M Sell
108,025
-8,775
-8% -$2.24M 2.7% 5
2025
Q1 		$28.7M Sell
116,800
-12,984
-10% -$3.31M 2.56% 4
2024
Q4 		$31.1M Sell
129,784
-7,507
-5% -$1.75M 2.79% 4
2024
Q3 		$28.9M Sell
137,291
-12,288
-8% -$2.59M 2.58% 7
2024
Q2 		$30.3M Sell
149,579
-11,980
-7% -$2.34M 2.81% 5
2024
Q1 		$32.4M Sell
161,559
-9,870
-6% -$1.78M 2.98% 4
2023
Q4 		$29.2M Sell
171,429
-7,726
-4% -$1.17M 2.73% 6
2023
Q3 		$26M Sell
179,155
-8,684
-5% -$1.3M 2.63% 6
2023
Q2 		$27.3M Sell
187,839
-12,448
-6% -$1.71M 2.65% 6
2023
Q1 		$26.1M Sell
200,287
-20,936
-9% -$2.87M 2.57% 5
2022
Q4 		$29.7M Sell
221,223
-9,379
-4% -$1.19M 2.99% 2
2022
Q3 		$24.1M Buy
230,602
+19,402
+9% +$2.23M 2.55% 4
2022
Q2 		$23.8M Buy
211,200
+3,732
+2% +$462K 2.41% 4
2022
Q1 		$28.3M Buy
207,468
+6,887
+3% +$1.02M 2.55% 4
2021
Q4 		$31.8M Sell
200,581
-1,074
-0.5% -$176K 2.74% 3
2021
Q3 		$33M Buy
201,655
+1,892
+0.9% +$297K 3.19% 1
2021
Q2 		$31.1M Sell
199,763
-121
-0.1% -$19K 2.96% 2
2021
Q1 		$30.4M Sell
199,884
-4,634
-2% -$667K 3.06% 1
2020
Q4 		$26M Buy
+204,518
New +$22.9M 2.73% 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

Galvin Gaustad & Stein's JPM Position: Q1 2026 in Review

Galvin Gaustad & Stein reduced its JPMorgan Chase (JPM) stake by 34% in Q1 2026, selling an estimated $10.5M and leaving 68,220 shares worth $20.1M. The position accounts for 1.61% of the portfolio, ranked #16.

Galvin Gaustad & Stein first reported a position in JPM in Q4 2020 and has held it in 22 quarters since. The position peaked at $33.1M in Q4 2025. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Galvin Gaustad & Stein held 68,220 shares of JPMorgan Chase worth $20.1M as of Q1 2026.
  • Galvin Gaustad & Stein sold 34,491 JPMorgan Chase shares in Q1 2026, an estimated $10.5M.
  • JPMorgan Chase made up 1.61% of Galvin Gaustad & Stein's portfolio in Q1 2026, its #16 holding.
  • Galvin Gaustad & Stein first reported a position in JPMorgan Chase in Q4 2020 and has held it in 22 quarters since.
  • Galvin Gaustad & Stein's JPMorgan Chase position peaked at $33.1M in Q4 2025.
  • 5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Galvin Gaustad & Stein's 13F filing for Q1 2026, filed 14 May 2026.