Greenline Partners’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 | $4.36M | Hold |
14,816
| – | – | 0.47% | 53 |
|
|
2025
Q4 | $4.77M | Buy |
14,816
+970
| +7% | +$300K | 0.55% | 48 |
|
|
2025
Q3 | $4.37M | Sell |
13,846
-970
| -7% | -$288K | 0.53% | 53 |
|
|
2025
Q2 | $4.3M | Buy |
14,816
+541
| +4% | +$138K | 0.58% | 45 |
|
|
2025
Q1 | $3.5M | Buy |
14,275
+174
| +1% | +$44.4K | 0.51% | 53 |
|
|
2024
Q4 | $3.38M | Sell |
14,101
-172
| -1% | -$40.1K | 0.47% | 58 |
|
|
2024
Q3 | $3.01M | Sell |
14,273
-5,019
| -26% | -$1.06M | 0.43% | 54 |
|
|
2024
Q2 | $3.96M | Sell |
19,292
-12,928
| -40% | -$2.53M | 0.6% | 46 |
|
|
2024
Q1 | $6.45M | Sell |
32,220
-386
| -1% | -$69.7K | 1.03% | 25 |
|
|
2023
Q4 | $5.55M | Buy |
32,606
+30
| +0.1% | +$4.55K | 0.94% | 28 |
|
|
2023
Q3 | $4.72M | Sell |
32,576
-79
| -0.2% | -$11.8K | 0.89% | 32 |
|
|
2023
Q2 | $4.75M | Sell |
32,655
-232
| -0.7% | -$31.9K | 0.89% | 29 |
|
|
2023
Q1 | $4.29M | Sell |
32,887
-3,257
| -9% | -$446K | 0.82% | 33 |
|
|
2022
Q4 | $4.85M | Sell |
36,144
-7,138
| -16% | -$904K | 0.96% | 35 |
|
|
2022
Q3 | $4.52M | Sell |
43,282
-144
| -0.3% | -$16.5K | 1.03% | 31 |
|
|
2022
Q2 | $4.89M | Sell |
43,426
-40
| -0.1% | -$4.96K | 1.06% | 28 |
|
|
2022
Q1 | $5.92M | Buy |
43,466
+6,212
| +17% | +$917K | 1.11% | 28 |
|
|
2021
Q4 | $5.9M | Sell |
37,254
-975
| -3% | -$160K | 1.11% | 28 |
|
|
2021
Q3 | $6.26M | Buy |
38,229
+12,484
| +48% | +$1.96M | 1.31% | 25 |
|
|
2021
Q2 | $4M | Buy |
25,745
+247
| +1% | +$38.8K | 0.82% | 31 |
|
|
2021
Q1 | $3.88M | Buy |
25,498
+456
| +2% | +$65.6K | 0.85% | 31 |
|
|
2020
Q4 | $3.18M | Sell |
25,042
-210
| -0.8% | -$23.5K | 0.73% | 34 |
|
|
2020
Q3 | $2.43M | Sell |
25,252
-60,173
| -70% | -$5.91M | 0.62% | 42 |
|
|
2020
Q2 | $8.04M | Buy |
85,425
+2,287
| +3% | +$217K | 2.13% | 14 |
|
|
2020
Q1 | $7.49M | Sell |
83,138
-4,819
| -5% | -$585K | 2.42% | 10 |
|
|
2019
Q4 | $12.3M | Sell |
87,957
-16,066
| -15% | -$2.06M | 3.08% | 4 |
|
|
2019
Q3 | $12.2M | Buy |
104,023
+1,218
| +1% | +$138K | 3.51% | 3 |
|
|
2019
Q2 | $11.5M | Buy |
102,805
+122
| +0.1% | +$13.5K | 3.63% | 8 |
|
|
2019
Q1 | $10.4M | Buy |
102,683
+2,570
| +3% | +$265K | 3.41% | 7 |
|
|
2018
Q4 | $11.4M | Hold |
100,113
| – | – | 3.59% | 7 |
|
|
2018
Q3 | $11.4M | Sell |
100,113
-1,020
| -1% | -$116K | 3.59% | 7 |
|
|
2018
Q2 | $10.5M | Sell |
101,133
-20,524
| -17% | -$2.25M | 3.45% | 7 |
|
|
2018
Q1 | $13.4M | Buy |
121,657
+2,374
| +2% | +$269K | 4.45% | 3 |
|
|
2017
Q4 | $12.8M | Buy |
+119,283
| New | +$12.1M | 4.23% | 4 |
|
Other funds holding JPM
VCM
VPM
Greenline Partners's JPM Position: Q1 2026 in Review
Greenline Partners held its JPMorgan Chase (JPM) position steady in Q1 2026 at 14,816 shares worth $4.36M. The position accounts for 0.47% of the portfolio, ranked #53.
Greenline Partners first reported a position in JPM in Q4 2017 and has held it in 34 quarters since. The position peaked at $13.4M in Q1 2018. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.
- Greenline Partners held 14,816 shares of JPMorgan Chase worth $4.36M as of Q1 2026.
- Greenline Partners left its JPMorgan Chase share count unchanged in Q1 2026.
- JPMorgan Chase made up 0.47% of Greenline Partners's portfolio in Q1 2026, its #53 holding.
- Greenline Partners first reported a position in JPMorgan Chase in Q4 2017 and has held it in 34 quarters since.
- Greenline Partners's JPMorgan Chase position peaked at $13.4M in Q1 2018.
- 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.
Based on Greenline Partners's 13F filing for Q1 2026, filed 15 May 2026.