Gould Asset Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.74M | Buy |
5,901
+125
| +2% | +$37.9K | 0.3% | 45 |
|
|
2025
Q4 | $1.86M | Sell |
5,776
-112
| -2% | -$34.7K | 0.33% | 42 |
|
|
2025
Q3 | $1.86M | Buy |
5,888
+187
| +3% | +$55.6K | 0.34% | 42 |
|
|
2025
Q2 | $1.65M | Sell |
5,701
-304
| -5% | -$77.6K | 0.32% | 42 |
|
|
2025
Q1 | $1.47M | Buy |
6,005
+44
| +0.7% | +$11.2K | 0.3% | 42 |
|
|
2024
Q4 | $1.43M | Buy |
5,961
+110
| +2% | +$25.6K | 0.3% | 44 |
|
|
2024
Q3 | $1.23M | Sell |
5,851
-375
| -6% | -$79K | 0.26% | 48 |
|
|
2024
Q2 | $1.26M | Hold |
6,226
| – | – | 0.29% | 45 |
|
|
2024
Q1 | $1.25M | Hold |
6,226
| – | – | 0.3% | 41 |
|
|
2023
Q4 | $1.06M | Sell |
6,226
-360
| -5% | -$54.6K | 0.27% | 43 |
|
|
2023
Q3 | $955K | Buy |
6,586
+26
| +0.4% | +$3.9K | 0.27% | 40 |
|
|
2023
Q2 | $954K | Hold |
6,560
| – | – | 0.27% | 40 |
|
|
2023
Q1 | $855K | Sell |
6,560
-20
| -0.3% | -$2.74K | 0.24% | 45 |
|
|
2022
Q4 | $882K | Buy |
6,580
+75
| +1% | +$9.5K | 0.27% | 47 |
|
|
2022
Q3 | $680K | Buy |
6,505
+2,320
| +55% | +$266K | 0.23% | 49 |
|
|
2022
Q2 | $471K | Sell |
4,185
-1,876
| -31% | -$232K | 0.15% | 76 |
|
|
2022
Q1 | $826K | Buy |
6,061
+1,045
| +21% | +$154K | 0.24% | 43 |
|
|
2021
Q4 | $794K | Buy |
5,016
+1,470
| +41% | +$241K | 0.22% | 48 |
|
|
2021
Q3 | $580K | Buy |
3,546
+1,080
| +44% | +$169K | 0.18% | 59 |
|
|
2021
Q2 | $384K | Buy |
2,466
+400
| +19% | +$62.8K | 0.11% | 96 |
|
|
2021
Q1 | $315K | Sell |
2,066
-700
| -25% | -$101K | 0.1% | 105 |
|
|
2020
Q4 | $351K | Hold |
2,766
| – | – | 0.11% | 99 |
|
|
2020
Q3 | $266K | Buy |
+2,766
| New | +$272K | 0.09% | 101 |
|
|
2020
Q1 | – | Sell |
-1,807
| Closed | -$252K | – | 138 |
|
|
2019
Q4 | $252K | Sell |
1,807
-500
| -22% | -$64.1K | 0.08% | 120 |
|
|
2019
Q3 | $272K | Hold |
2,307
| – | – | 0.1% | 112 |
|
|
2019
Q2 | $258K | Sell |
2,307
-500
| -18% | -$55.1K | 0.09% | 114 |
|
|
2019
Q1 | $284K | Buy |
2,807
+200
| +8% | +$20.6K | 0.11% | 106 |
|
|
2018
Q4 | $254K | Buy |
2,607
+300
| +13% | +$32K | 0.11% | 103 |
|
|
2018
Q3 | $260K | Buy |
2,307
+171
| +8% | +$19.4K | 0.1% | 114 |
|
|
2018
Q2 | $223K | Buy |
+2,136
| New | +$234K | 0.1% | 123 |
|
|
2017
Q4 | – | Sell |
-2,236
| Closed | -$214K | – | 143 |
|
|
2017
Q3 | $214K | Sell |
2,236
-500
| -18% | -$46.1K | 0.1% | 126 |
|
|
2017
Q2 | $250K | Hold |
2,736
| – | – | 0.12% | 100 |
|
|
2017
Q1 | $240K | Buy |
+2,736
| New | +$241K | 0.12% | 100 |
|
Other funds holding JPM
VCM
VPM
Gould Asset Management's JPM Position: Q1 2026 in Review
Gould Asset Management increased its JPMorgan Chase (JPM) stake by 2.2% in Q1 2026, buying an estimated $37.9K and bringing the position to 5,901 shares worth $1.74M. The position accounts for 0.3% of the portfolio, ranked #45.
Gould Asset Management first reported a position in JPM in Q1 2017 and has held it in 33 quarters since. The position peaked at $1.86M in Q4 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.
- Gould Asset Management held 5,901 shares of JPMorgan Chase worth $1.74M as of Q1 2026.
- Gould Asset Management bought 125 JPMorgan Chase shares in Q1 2026, an estimated $37.9K.
- JPMorgan Chase made up 0.3% of Gould Asset Management's portfolio in Q1 2026, its #45 holding.
- Gould Asset Management first reported a position in JPMorgan Chase in Q1 2017 and has held it in 33 quarters since.
- Gould Asset Management's JPMorgan Chase position peaked at $1.86M in Q4 2025.
- 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.
Based on Gould Asset Management's 13F filing for Q1 2026, filed 6 May 2026.