Graham Capital Management’s JPMorgan Chase JPM Stock Holding History

Graham Capital 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	–	Sell	-30,000	Closed	-$9.67M	–	1352
2025 Q4	$9.67M	Buy	30,000 +7,500	+33%	+$2.32M	0.23%	68
2025 Q3	$7.1M	Buy	+22,500	New	+$6.69M	0.11%	83
2025 Q2	–	Sell	-2,238	Closed	-$549K	–	1446
2025 Q1	$549K	Buy	+2,238	New	+$571K	0.01%	767
2024 Q4	–	Sell	-25,089	Closed	-$5.29M	–	1360
2024 Q3	$5.29M	Buy	+25,089	New	+$5.28M	0.09%	118
2024 Q2	–	Sell	-94,332	Closed	-$18.9M	–	1197
2024 Q1	$18.9M	Sell	94,332 -60,645	-39%	-$10.9M	0.36%	36
2023 Q4	$26.4M	Buy	154,977 +37,367	+32%	+$5.66M	0.58%	25
2023 Q3	$17.1M	Buy	117,610 +96,245	+450%	+$14.4M	0.4%	48
2023 Q2	$3.11M	Sell	21,365 -13,977	-40%	-$1.92M	0.09%	151
2023 Q1	$4.61M	Buy	35,342 +25,617	+263%	+$3.51M	0.14%	95
2022 Q4	$1.3M	Sell	9,725 -5,070	-34%	-$642K	0.04%	437
2022 Q3	$1.55M	Sell	14,795 -27,944	-65%	-$3.21M	0.06%	312
2022 Q2	$4.81M	Buy	42,739 +6,365	+17%	+$789K	0.19%	61
2022 Q1	$4.96M	Buy	36,374 +34,978	+2,506%	+$5.16M	0.17%	62
2021 Q4	$221K	Buy	+1,396	New	+$229K	0.01%	433
2021 Q3	–	Sell	-30,000	Closed	-$4.67M	–	120
2021 Q2	$4.67M	Buy	+30,000	New	+$4.71M	0.24%	69
2021 Q1	–	Sell	-80,000	Closed	-$10.2M	–	156
2020 Q4	$10.2M	Sell	80,000 -70,000	-47%	-$7.82M	0.37%	57
2020 Q3	$14.4M	Sell	150,000 -60,000	-29%	-$5.89M	0.5%	31
2020 Q2	$19.8M	Buy	+210,000	New	+$19.9M	0.95%	20
2019 Q4	–	Sell	-90,000	Closed	-$10.6M	–	89
2019 Q3	$10.6M	Sell	90,000 -10,000	-10%	-$1.13M	0.35%	42
2019 Q2	$11.2M	Buy	100,000 +70,000	+233%	+$7.72M	0.33%	34
2019 Q1	$3.04M	Buy	+30,000	New	+$3.09M	0.16%	56
2018 Q4	–	Sell	-30,005	Closed	-$3.38M	–	94
2018 Q3	$3.38M	Buy	30,005 +20,970	+232%	+$2.38M	0.07%	89
2018 Q2	$941K	Buy	9,035 +511	+6%	+$56.1K	0.04%	105
2018 Q1	$937K	Sell	8,524 -1,584	-16%	-$179K	0.05%	92
2017 Q4	$1.08M	Buy	+10,108	New	+$1.02M	0.03%	78
2017 Q3	–	Sell	-13,600	Closed	-$1.24M	–	74
2017 Q2	$1.24M	Buy	+13,600	New	+$1.17M	0.03%	42
2016 Q1	–	Sell	-120,000	Closed	-$7.92M	–	110
2015 Q4	$7.92M	Buy	+120,000	New	+$7.81M	1.45%	24
2014 Q3	–	Sell	-135,600	Closed	-$7.81M	–	155
2014 Q2	$7.81M	Buy	+135,600	New	+$7.62M	0.24%	75
2014 Q1	–	Sell	-6,000	Closed	-$351K	–	129
2013 Q4	$351K	Buy	+6,000	New	+$329K	0.02%	103

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

Graham Capital Management's JPM Position: Q1 2026 in Review

Graham Capital Management sold out of JPMorgan Chase (JPM) in Q1 2026, closing a stake of 30,000 shares — an estimated $9.67M sold.

Graham Capital Management first reported a position in JPM in Q4 2013 and held it in 29 quarters. The position peaked at $26.4M in Q4 2023. 5,053 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Graham Capital Management reported no remaining JPMorgan Chase position as of Q1 2026 after selling out during the quarter.
Graham Capital Management sold 30,000 JPMorgan Chase shares in Q1 2026, an estimated $9.67M.
Graham Capital Management first reported a position in JPMorgan Chase in Q4 2013 and held it in 29 quarters.
Graham Capital Management's JPMorgan Chase position peaked at $26.4M in Q4 2023.
5,053 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

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