Gold Investment Management’s JPMorgan Chase JPM Stock Holding History

Gold Investment 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	$5.88M	Buy	19,999 +248	+1%	+$75.3K	1.82%	14
2025 Q4	$6.36M	Buy	19,751 +170	+0.9%	+$52.6K	2.03%	12
2025 Q3	$6.18M	Buy	19,581 +199	+1%	+$59.2K	2.08%	12
2025 Q2	$5.63M	Buy	19,382 +259	+1%	+$66.1K	2.12%	12
2025 Q1	$4.69M	Buy	19,123 +242	+1%	+$61.7K	1.98%	13
2024 Q4	$4.53M	Sell	18,881 -305	-2%	-$71K	1.91%	14
2024 Q3	$4.04M	Sell	19,186 -41	-0.2%	-$8.64K	1.69%	16
2024 Q2	$3.89M	Sell	19,227 -70	-0.4%	-$13.7K	1.64%	17
2024 Q1	$3.87M	Sell	19,297 -46	-0.2%	-$8.3K	1.56%	18
2023 Q4	$3.29M	Buy	+19,343	New	+$2.93M	1.41%	22

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

Gold Investment Management's JPM Position: Q1 2026 in Review

Gold Investment Management increased its JPMorgan Chase (JPM) stake by 1.3% in Q1 2026, buying an estimated $75.3K and bringing the position to 19,999 shares worth $5.88M. The position accounts for 1.82% of the portfolio, ranked #14.

Gold Investment Management first reported a position in JPM in Q4 2023 and has held it in 10 quarters since. The position peaked at $6.36M in Q4 2025. 5,053 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Gold Investment Management held 19,999 shares of JPMorgan Chase worth $5.88M as of Q1 2026.
Gold Investment Management bought 248 JPMorgan Chase shares in Q1 2026, an estimated $75.3K.
JPMorgan Chase made up 1.82% of Gold Investment Management's portfolio in Q1 2026, its #14 holding.
Gold Investment Management first reported a position in JPMorgan Chase in Q4 2023 and has held it in 10 quarters since.
Gold Investment Management's JPMorgan Chase position peaked at $6.36M in Q4 2025.
5,053 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Gold Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.