GS Investments’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 | $4.63M | Buy |
15,740
+100
| +0.6% | +$30.3K | 2.65% | 10 |
|
|
2025
Q4 | $5.04M | Sell |
15,640
-982
| -6% | -$304K | 2.74% | 10 |
|
|
2025
Q3 | $5.24M | Buy |
16,622
+2,598
| +19% | +$773K | 2.6% | 13 |
|
|
2025
Q2 | $4.07M | Sell |
14,024
-166
| -1% | -$42.4K | 1.8% | 22 |
|
|
2025
Q1 | $3.48M | Sell |
14,190
-35
| -0.2% | -$8.92K | 1.64% | 24 |
|
|
2024
Q4 | $3.41M | Sell |
14,225
-593
| -4% | -$138K | 1.54% | 26 |
|
|
2024
Q3 | $3.12M | Hold |
14,818
| – | – | 1.39% | 29 |
|
|
2024
Q2 | $3M | Buy |
14,818
+1
| +0% | +$196 | 1.41% | 28 |
|
|
2024
Q1 | $2.97M | Buy |
14,817
+55
| +0.4% | +$9.92K | 1.43% | 27 |
|
|
2023
Q4 | $2.51M | Hold |
14,762
| – | – | 1.31% | 28 |
|
|
2023
Q3 | $2.14M | Sell |
14,762
-25
| -0.2% | -$3.75K | 1.22% | 28 |
|
|
2023
Q2 | $2.15M | Hold |
14,787
| – | – | 1.17% | 31 |
|
|
2023
Q1 | $1.93M | Buy |
14,787
+70
| +0.5% | +$9.59K | 1.11% | 32 |
|
|
2022
Q4 | $1.97M | Sell |
14,717
-10
| -0.1% | -$1.27K | 1.22% | 31 |
|
|
2022
Q3 | $1.54M | Buy |
14,727
+50
| +0.3% | +$5.74K | 1.02% | 34 |
|
|
2022
Q2 | $1.65M | Buy |
14,677
+25
| +0.2% | +$3.1K | 0.95% | 38 |
|
|
2022
Q1 | $1.86M | Buy |
14,652
+214
| +1% | +$31.6K | 1.05% | 36 |
|
|
2021
Q4 | $2.29M | Buy |
14,438
+60
| +0.4% | +$9.85K | 1.11% | 36 |
|
|
2021
Q3 | $2.35M | Buy |
14,378
+13
| +0.1% | +$2.04K | 1.23% | 30 |
|
|
2021
Q2 | $2.23M | Buy |
14,365
+4,980
| +53% | +$782K | 3.05% | 12 |
|
|
2021
Q1 | $1.43M | Buy |
9,385
+75
| +0.8% | +$10.8K | 3.13% | 14 |
|
|
2020
Q4 | $1.18M | Hold |
9,310
| – | – | 1.15% | 34 |
|
|
2020
Q3 | $896K | Sell |
9,310
-4,955
| -35% | -$487K | 2.43% | 15 |
|
|
2020
Q2 | $1.34M | Buy |
14,265
+205
| +1% | +$19.4K | 1.07% | 30 |
|
|
2020
Q1 | $1.27M | Buy |
14,060
+1,205
| +9% | +$146K | 1.24% | 28 |
|
|
2019
Q4 | $1.34M | Sell |
12,855
-620
| -5% | -$79.5K | 1.11% | 34 |
|
|
2019
Q3 | $1.59M | Sell |
13,475
-10
| -0.1% | -$1.13K | 1.16% | 30 |
|
|
2019
Q2 | $1.51M | Buy |
13,485
+40
| +0.3% | +$4.41K | 1.23% | 31 |
|
|
2019
Q1 | $1.36M | Sell |
13,445
-10
| -0.1% | -$1.03K | 1.07% | 39 |
|
|
2018
Q4 | $1.31M | Sell |
13,455
-100
| -0.7% | -$10.7K | 1.1% | 36 |
|
|
2018
Q3 | $1.53M | Buy |
13,555
+500
| +4% | +$56.8K | 1.07% | 37 |
|
|
2018
Q2 | $1.36M | Buy |
13,055
+5,525
| +73% | +$606K | 1.02% | 37 |
|
|
2018
Q1 | $828K | Buy |
7,530
+130
| +2% | +$14.7K | 0.61% | 48 |
|
|
2017
Q4 | $791K | Hold |
7,400
| – | – | 0.6% | 49 |
|
|
2017
Q3 | $707K | Hold |
7,400
| – | – | 0.57% | 49 |
|
|
2017
Q2 | $676K | Buy |
+7,400
| New | +$639K | 0.51% | 49 |
|
Other funds holding JPM
VCM
VPM
GS Investments's JPM Position: Q1 2026 in Review
GS Investments increased its JPMorgan Chase (JPM) stake by 0.64% in Q1 2026, buying an estimated $30.3K and bringing the position to 15,740 shares worth $4.63M. The position accounts for 2.65% of the portfolio, ranked #10.
GS Investments first reported a position in JPM in Q2 2017 and has held it in 36 quarters since. The position peaked at $5.24M in Q3 2025. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.
- GS Investments held 15,740 shares of JPMorgan Chase worth $4.63M as of Q1 2026.
- GS Investments bought 100 JPMorgan Chase shares in Q1 2026, an estimated $30.3K.
- JPMorgan Chase made up 2.65% of GS Investments's portfolio in Q1 2026, its #10 holding.
- GS Investments first reported a position in JPMorgan Chase in Q2 2017 and has held it in 36 quarters since.
- GS Investments's JPMorgan Chase position peaked at $5.24M in Q3 2025.
- 5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.
Based on GS Investments's 13F filing for Q1 2026, filed 6 May 2026.