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Interchange Capital Partners’s JPMorgan Chase JPM Stock Holding History

Interchange Capital Partners’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 		$3.82M Sell
14,722
-2,123
-13% -$644K 1.21% 18
2025
Q4 		$5.43M Buy
16,845
+431
+3% +$133K 1.01% 19
2025
Q3 		$5.18M Buy
16,414
+2,115
+15% +$629K 1.01% 18
2025
Q2 		$4.15M Buy
14,299
+350
+3% +$89.3K 0.96% 20
2025
Q1 		$3.42M Buy
13,949
+2,570
+23% +$655K 0.96% 20
2024
Q4 		$2.73M Sell
11,379
-723
-6% -$168K 0.98% 23
2024
Q3 		$2.55M Buy
12,102
+128
+1% +$27K 0.9% 25
2024
Q2 		$2.42M Buy
11,974
+8,771
+274% +$1.71M 0.88% 24
2024
Q1 		$654K Buy
3,203
+1,027
+47% +$185K 0.44% 59
2023
Q4 		$370K Sell
2,176
-696
-24% -$105K 0.28% 88
2023
Q3 		$416K Buy
2,872
+991
+53% +$149K 0.33% 78
2023
Q2 		$274K Sell
1,881
-3,596
-66% -$495K 0.21% 116
2023
Q1 		$708K Buy
+5,477
New +$750K 0.38% 68
2021
Q4 		– Sell
-4,969
Closed -$813K – 166
2021
Q3 		$813K Sell
4,969
-710
-13% -$111K 1.36% 22
2021
Q2 		$883K Sell
5,679
-1,308
-19% -$205K 1.37% 22
2021
Q1 		$1.17M Buy
6,987
+935
+15% +$135K 0.64% 39
2020
Q4 		$769K Buy
+6,052
New +$676K 0.42% 58

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

Interchange Capital Partners's JPM Position: Q1 2026 in Review

Interchange Capital Partners reduced its JPMorgan Chase (JPM) stake by 13% in Q1 2026, selling an estimated $644K and leaving 14,722 shares worth $3.82M. The position accounts for 1.21% of the portfolio, ranked #18.

Interchange Capital Partners first reported a position in JPM in Q4 2020 and has held it in 17 quarters since. The position peaked at $5.43M in Q4 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Interchange Capital Partners held 14,722 shares of JPMorgan Chase worth $3.82M as of Q1 2026.
  • Interchange Capital Partners sold 2,123 JPMorgan Chase shares in Q1 2026, an estimated $644K.
  • JPMorgan Chase made up 1.21% of Interchange Capital Partners's portfolio in Q1 2026, its #18 holding.
  • Interchange Capital Partners first reported a position in JPMorgan Chase in Q4 2020 and has held it in 17 quarters since.
  • Interchange Capital Partners's JPMorgan Chase position peaked at $5.43M in Q4 2025.
  • 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Interchange Capital Partners's 13F filing for Q1 2026, filed 24 Apr 2026.