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Grandview Asset Management’s JPMorgan Chase JPM Stock Holding History

Grandview Asset 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 		$5.1M Buy
17,298
+807
+5% +$245K 1.49% 15
2025
Q4 		$5.31M Buy
16,491
+1,164
+8% +$360K 1.46% 16
2025
Q3 		$4.83M Buy
15,327
+520
+4% +$155K 1.36% 16
2025
Q2 		$4.29M Sell
14,807
-73
-0.5% -$18.6K 1.37% 16
2025
Q1 		$3.65M Buy
14,880
+1,007
+7% +$257K 1.39% 18
2024
Q4 		$3.33M Sell
13,873
-357
-3% -$83.2K 1.22% 18
2024
Q3 		$3M Sell
14,230
-673
-5% -$142K 1.72% 14
2024
Q2 		$3.01M Sell
14,903
-80
-0.5% -$15.6K 1.76% 15
2024
Q1 		$3M Buy
14,983
+202
+1% +$36.5K 1.36% 16
2023
Q4 		$2.51M Sell
14,781
-128
-0.9% -$19.4K 1.32% 16
2023
Q3 		$2.16M Sell
14,909
-4,928
-25% -$739K 1.24% 20
2023
Q2 		$2.88M Buy
19,837
+4,982
+34% +$685K 2.81% 9
2023
Q1 		$1.94M Buy
14,855
+24
+0.2% +$3.29K 1.14% 21
2022
Q4 		$1.99M Sell
14,831
-424
-3% -$53.7K 1.24% 18
2022
Q3 		$1.59M Sell
15,255
-582
-4% -$66.8K 1.01% 24
2022
Q2 		$1.78M Sell
15,837
-603
-4% -$74.7K 1% 28
2022
Q1 		$2.24M Buy
16,440
+2,911
+22% +$430K 0.95% 28
2021
Q4 		$2.14M Buy
13,529
+3,300
+32% +$542K 0.86% 30
2021
Q3 		$1.67M Buy
10,229
+2,076
+25% +$325K 1.72% 20
2021
Q2 		$1.27M Buy
8,153
+1,263
+18% +$198K 0.7% 38
2021
Q1 		$1.05M Buy
6,890
+2,258
+49% +$325K 0.56% 51
2020
Q4 		$589K Buy
+4,632
New +$518K 0.39% 64
2020
Q1 		– Sell
-12,832
Closed -$1.81M – 48
2019
Q4 		$1.81M Sell
12,832
-1,527
-11% -$196K 1.72% 17
2019
Q3 		$1.66M Sell
14,359
-1,883
-12% -$213K 1.5% 19
2019
Q2 		$1.82M Sell
16,242
-2,962
-15% -$327K 1.68% 15
2019
Q1 		$1.94M Sell
19,204
-1,591
-8% -$164K 1.79% 17
2018
Q4 		$2.03M Buy
+20,795
New +$2.22M 2.15% 12

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

Grandview Asset Management's JPM Position: Q1 2026 in Review

Grandview Asset Management increased its JPMorgan Chase (JPM) stake by 4.9% in Q1 2026, buying an estimated $245K and bringing the position to 17,298 shares worth $5.1M. The position accounts for 1.49% of the portfolio, ranked #15.

Grandview Asset Management first reported a position in JPM in Q4 2018 and has held it in 27 quarters since. The position peaked at $5.31M in Q4 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Grandview Asset Management held 17,298 shares of JPMorgan Chase worth $5.1M as of Q1 2026.
  • Grandview Asset Management bought 807 JPMorgan Chase shares in Q1 2026, an estimated $245K.
  • JPMorgan Chase made up 1.49% of Grandview Asset Management's portfolio in Q1 2026, its #15 holding.
  • Grandview Asset Management first reported a position in JPMorgan Chase in Q4 2018 and has held it in 27 quarters since.
  • Grandview Asset Management's JPMorgan Chase position peaked at $5.31M in Q4 2025.
  • 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Grandview Asset Management's 13F filing for Q1 2026, filed 7 May 2026.