Ingalls & Snyder LLC’s JPMorgan Chase JPM Stock Holding History

Ingalls & Snyder LLC’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
2023 Q4	–	Sell	-3,400	Closed	-$493K	–	457
2023 Q3	$493K	Hold	3,400	–	–	0.02%	286
2023 Q2	$494K	Hold	3,400	–	–	0.02%	294
2023 Q1	$443K	Hold	3,400	–	–	0.02%	296
2022 Q4	$456K	Hold	3,400	–	–	0.02%	290
2022 Q3	$355K	Hold	3,400	–	–	0.02%	312
2022 Q2	$383K	Hold	3,400	–	–	0.02%	313
2022 Q1	$463K	Buy	3,400 +1,600	+89%	+$236K	0.02%	314
2021 Q4	$285K	Hold	1,800	–	–	0.01%	388
2021 Q3	$295K	Hold	1,800	–	–	0.01%	386
2021 Q2	$280K	Sell	1,800 -600	-25%	-$94.2K	0.01%	396
2021 Q1	$365K	Sell	2,400 -3,600	-60%	-$518K	0.02%	331
2020 Q4	$762K	Sell	6,000 -1,600	-21%	-$179K	0.04%	249
2020 Q3	$732K	Sell	7,600 -2,000	-21%	-$196K	0.05%	207
2020 Q2	$903K	Buy	9,600 +2,100	+28%	+$199K	0.05%	201
2020 Q1	$675K	Sell	7,500 -1,500	-17%	-$182K	0.05%	236
2019 Q4	$1.25M	Sell	9,000 -3,100	-26%	-$398K	0.07%	177
2019 Q3	$1.42M	Hold	12,100	–	–	0.07%	180
2019 Q2	$1.35M	Buy	+12,100	New	+$1.33M	0.07%	195
2016 Q4	–	Sell	-17,400	Closed	-$1.16M	–	421
2016 Q3	$1.16M	Hold	17,400	–	–	0.06%	185
2016 Q2	$1.08M	Buy	+17,400	New	+$1.09M	0.06%	186

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

Ingalls & Snyder LLC's JPM Position: Q1 2026 in Review

Ingalls & Snyder LLC reduced its JPMorgan Chase (JPM) stake by 1.9% in Q1 2026, selling an estimated $1.14M and leaving 193,493 shares worth $56.9M. The position accounts for 2.01% of the portfolio, ranked #10.

Ingalls & Snyder LLC first reported a position in JPM in Q2 2013 and has held it in 52 quarters since. The position peaked at $64.3M in Q3 2025. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Ingalls & Snyder LLC held 193,493 shares of JPMorgan Chase worth $56.9M as of Q1 2026.
Ingalls & Snyder LLC sold 3,769 JPMorgan Chase shares in Q1 2026, an estimated $1.14M.
JPMorgan Chase made up 2.01% of Ingalls & Snyder LLC's portfolio in Q1 2026, its #10 holding.
Ingalls & Snyder LLC first reported a position in JPMorgan Chase in Q2 2013 and has held it in 52 quarters since.
Ingalls & Snyder LLC's JPMorgan Chase position peaked at $64.3M in Q3 2025.
5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Ingalls & Snyder LLC's 13F filing for Q1 2026, filed 13 May 2026.