Holocene Advisors
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Holocene Advisors’s JPMorgan Chase JPM Stock Holding History

Holocene Advisors’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 		$117M Buy
399,355
+89,092
+29% +$27M 0.28% 96
2025
Q4 		$100M Sell
310,263
-1,844,857
-86% -$571M 0.21% 131
2025
Q3 		$680M Buy
2,155,120
+1,964,958
+1,033% +$584M 1.55% 7
2025
Q2 		$55.1M Buy
190,162
+116,278
+157% +$29.7M 0.13% 159
2025
Q1 		$18.1M Buy
73,884
+22,318
+43% +$5.69M 0.05% 249
2024
Q4 		$12.4M Buy
+51,566
New +$12M 0.04% 282
2024
Q3 		– Sell
-199,626
Closed -$40.4M – 796
2024
Q2 		$40.4M Buy
+199,626
New +$39M 0.17% 152
2023
Q3 		– Sell
-260,989
Closed -$38M – 798
2023
Q2 		$38M Buy
260,989
+103,061
+65% +$14.2M 0.16% 157
2023
Q1 		$20.6M Sell
157,928
-18,191
-10% -$2.49M 0.1% 200
2022
Q4 		$23.6M Buy
176,119
+55,911
+47% +$7.08M 0.14% 167
2022
Q3 		$12.6M Sell
120,208
-443,699
-79% -$50.9M 0.08% 207
2022
Q2 		$63.5M Buy
563,907
+516,339
+1,085% +$64M 0.38% 86
2022
Q1 		$6.48M Buy
+47,568
New +$7.02M 0.03% 257
2021
Q2 		– Sell
-16,222
Closed -$2.47M – 887
2021
Q1 		$2.47M Sell
16,222
-284,698
-95% -$41M 0.02% 538
2020
Q4 		$38.2M Sell
300,920
-446,194
-60% -$49.9M 0.24% 140
2020
Q3 		$71.9M Buy
747,114
+465,935
+166% +$45.8M 0.55% 55
2020
Q2 		$26.4M Buy
281,179
+22,438
+9% +$2.13M 0.23% 128
2020
Q1 		$23.3M Buy
+258,741
New +$31.4M 0.25% 116
2019
Q3 		– Sell
-12,662
Closed -$1.42M – 783
2019
Q2 		$1.42M Sell
12,662
-65,080
-84% -$7.18M 0.02% 226
2019
Q1 		$7.87M Buy
+77,742
New +$8.01M 0.12% 114

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

Holocene Advisors's JPM Position: Q1 2026 in Review

Holocene Advisors increased its JPMorgan Chase (JPM) stake by 29% in Q1 2026, buying an estimated $27M and bringing the position to 399,355 shares worth $117M. The position accounts for 0.28% of the portfolio, ranked #96.

Holocene Advisors first reported a position in JPM in Q1 2019 and has held it in 20 quarters since. The position peaked at $680M in Q3 2025. 5,052 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Holocene Advisors held 399,355 shares of JPMorgan Chase worth $117M as of Q1 2026.
  • Holocene Advisors bought 89,092 JPMorgan Chase shares in Q1 2026, an estimated $27M.
  • JPMorgan Chase made up 0.28% of Holocene Advisors's portfolio in Q1 2026, its #96 holding.
  • Holocene Advisors first reported a position in JPMorgan Chase in Q1 2019 and has held it in 20 quarters since.
  • Holocene Advisors's JPMorgan Chase position peaked at $680M in Q3 2025.
  • 5,052 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Holocene Advisors's 13F filing for Q1 2026, filed 15 May 2026.