IQ EQ Fund Management’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 | $21.4M | Buy |
72,637
+605
| +0.8% | +$184K | 1.62% | 12 |
|
|
2025
Q4 | $23.2M | Sell |
72,032
-22,222
| -24% | -$6.88M | 1.6% | 11 |
|
|
2025
Q3 | $29.7M | Sell |
94,254
-890
| -0.9% | -$265K | 2.01% | 6 |
|
|
2025
Q2 | $27.6M | Sell |
95,144
-1,175
| -1% | -$300K | 2.45% | 3 |
|
|
2025
Q1 | $23.6M | Sell |
96,319
-934
| -1% | -$238K | 2.78% | 3 |
|
|
2024
Q4 | $23.3M | Sell |
97,253
-5,790
| -6% | -$1.35M | 2.75% | 4 |
|
|
2024
Q3 | $21.7M | Sell |
103,043
-2,740
| -3% | -$577K | 2.26% | 3 |
|
|
2024
Q2 | $21.4M | Sell |
105,783
-205
| -0.2% | -$40.1K | 2.45% | 3 |
|
|
2024
Q1 | $21.2M | Sell |
105,988
-7,798
| -7% | -$1.41M | 2.41% | 2 |
|
|
2023
Q4 | $19.4M | Buy |
113,786
+65,934
| +138% | +$9.99M | 2.28% | 2 |
|
|
2023
Q3 | $6.94M | Buy |
47,852
+1,801
| +4% | +$270K | 1.43% | 7 |
|
|
2023
Q2 | $6.7M | Buy |
46,051
+747
| +2% | +$103K | 1.27% | 13 |
|
|
2023
Q1 | $5.9M | Sell |
45,304
-674
| -1% | -$92.3K | 1.13% | 24 |
|
|
2022
Q4 | $6.17M | Sell |
45,978
-544
| -1% | -$68.9K | 1.26% | 17 |
|
|
2022
Q3 | $4.86M | Buy |
46,522
+685
| +1% | +$78.6K | 1.09% | 25 |
|
|
2022
Q2 | $5.16M | Sell |
45,837
-342
| -0.7% | -$42.4K | 1.02% | 29 |
|
|
2022
Q1 | $6.29M | Sell |
46,179
-821
| -2% | -$121K | 1.03% | 25 |
|
|
2021
Q4 | $7.44M | Sell |
47,000
-695
| -1% | -$114K | 1.14% | 23 |
|
|
2021
Q3 | $7.81M | Sell |
47,695
-814
| -2% | -$128K | 1.19% | 18 |
|
|
2021
Q2 | $7.54M | Sell |
48,509
-448
| -0.9% | -$70.4K | 1.15% | 17 |
|
|
2021
Q1 | $7.45M | Sell |
48,957
-416
| -0.8% | -$59.8K | 1.31% | 12 |
|
|
2020
Q4 | $6.27M | Sell |
49,373
-26,608
| -35% | -$2.97M | 1.45% | 12 |
|
|
2020
Q3 | $7.32M | Sell |
75,981
-757
| -1% | -$74.3K | 2.19% | 10 |
|
|
2020
Q2 | $7.22M | Sell |
76,738
-1,917
| -2% | -$182K | 2.43% | 8 |
|
|
2020
Q1 | $7.08M | Sell |
78,655
-11,724
| -13% | -$1.42M | 2.9% | 7 |
|
|
2019
Q4 | $12.6M | Sell |
90,379
-10,938
| -11% | -$1.4M | 3.99% | 2 |
|
|
2019
Q3 | $11.9M | Buy |
101,317
+333
| +0.3% | +$37.7K | 3.86% | 2 |
|
|
2019
Q2 | $11.3M | Buy |
+100,984
| New | +$11.1M | 3.65% | 2 |
|
|
2018
Q4 | $10.8M | Sell |
111,096
-26,241
| -19% | -$2.8M | 3.97% | 2 |
|
|
2018
Q3 | $16.1M | Sell |
137,337
-43,254
| -24% | -$4.91M | 4.42% | 2 |
|
|
2018
Q2 | $18.8M | Buy |
+180,591
| New | +$19.8M | 5.04% | 2 |
|
|
2017
Q1 | $24.8M | Sell |
249,933
-5,653
| -2% | -$499K | 4.66% | 2 |
|
|
2016
Q4 | $25.3M | Sell |
255,586
-22,205
| -8% | -$1.69M | 4.59% | 2 |
|
|
2016
Q3 | $19.9M | Sell |
277,791
-11,126
| -4% | -$725K | 3.68% | 4 |
|
|
2016
Q2 | $19.5M | Sell |
288,917
-31,139
| -10% | -$1.94M | 3.68% | 6 |
|
|
2016
Q1 | $20.1M | Sell |
320,056
-42,473
| -12% | -$2.48M | 3.68% | 4 |
|
|
2015
Q4 | $26.7M | Sell |
362,529
-73,056
| -17% | -$4.76M | 4.57% | 2 |
|
|
2015
Q3 | $28.8M | Sell |
435,585
-28,837
| -6% | -$1.89M | 4.65% | 2 |
|
|
2015
Q2 | $34.1M | Sell |
464,422
-37,250
| -7% | -$2.43M | 4.91% | 1 |
|
|
2015
Q1 | $34.2M | Sell |
501,672
-20,825
| -4% | -$1.23M | 4.58% | 2 |
|
|
2014
Q4 | $32.7M | Buy |
+522,497
| New | +$31.4M | 4.74% | 3 |
|
Other funds holding JPM
VCM
VPM
IQ EQ Fund Management's JPM Position: Q1 2026 in Review
IQ EQ Fund Management increased its JPMorgan Chase (JPM) stake by 0.84% in Q1 2026, buying an estimated $184K and bringing the position to 72,637 shares worth $21.4M. The position accounts for 1.62% of the portfolio, ranked #12.
IQ EQ Fund Management first reported a position in JPM in Q4 2014 and has held it in 41 quarters since. The position peaked at $34.2M in Q1 2015. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.
- IQ EQ Fund Management held 72,637 shares of JPMorgan Chase worth $21.4M as of Q1 2026.
- IQ EQ Fund Management bought 605 JPMorgan Chase shares in Q1 2026, an estimated $184K.
- JPMorgan Chase made up 1.62% of IQ EQ Fund Management's portfolio in Q1 2026, its #12 holding.
- IQ EQ Fund Management first reported a position in JPMorgan Chase in Q4 2014 and has held it in 41 quarters since.
- IQ EQ Fund Management's JPMorgan Chase position peaked at $34.2M in Q1 2015.
- 5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.
Based on IQ EQ Fund Management's 13F filing for Q1 2026, filed 11 May 2026.