J.P. Marvel Investment Advisors’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 | $32.5M | Sell |
110,541
-146
| -0.1% | -$44.3K | 4.61% | 8 |
|
|
2025
Q4 | $35.7M | Sell |
110,687
-33
| -0% | -$10.2K | 4.95% | 5 |
|
|
2025
Q3 | $34.9M | Buy |
110,720
+189
| +0.2% | +$56.2K | 5.08% | 5 |
|
|
2025
Q2 | $32M | Buy |
110,531
+521
| +0.5% | +$133K | 5.16% | 4 |
|
|
2025
Q1 | $27M | Sell |
110,010
-183
| -0.2% | -$46.7K | 4.67% | 5 |
|
|
2024
Q4 | $26.4M | Sell |
110,193
-405
| -0.4% | -$94.3K | 4.36% | 6 |
|
|
2024
Q3 | $23.3M | Sell |
110,598
-113
| -0.1% | -$23.8K | 3.8% | 7 |
|
|
2024
Q2 | $22.4M | Sell |
110,711
-38
| -0% | -$7.43K | 3.67% | 6 |
|
|
2024
Q1 | $22.2M | Sell |
110,749
-17
| -0% | -$3.07K | 3.84% | 7 |
|
|
2023
Q4 | $18.8M | Sell |
110,766
-395
| -0.4% | -$59.9K | 3.73% | 7 |
|
|
2023
Q3 | $16.1M | Hold |
111,161
| – | – | 3.47% | 8 |
|
|
2023
Q2 | $16.2M | Sell |
111,161
-434
| -0.4% | -$59.7K | 3.37% | 8 |
|
|
2023
Q1 | $14.5M | Sell |
111,595
-81
| -0.1% | -$11.1K | 3.28% | 7 |
|
|
2022
Q4 | $15M | Hold |
111,676
| – | – | 3.51% | 6 |
|
|
2022
Q3 | $11.7M | Sell |
111,676
-95
| -0.1% | -$10.9K | 2.97% | 8 |
|
|
2022
Q2 | $12.6M | Hold |
111,771
| – | – | 3.03% | 10 |
|
|
2022
Q1 | $15.2M | Sell |
111,771
-120
| -0.1% | -$17.7K | 3.1% | 8 |
|
|
2021
Q4 | $17.7M | Sell |
111,891
-80
| -0.1% | -$13.1K | 3.46% | 7 |
|
|
2021
Q3 | $18.3M | Sell |
111,971
-170
| -0.2% | -$26.7K | 5.52% | 5 |
|
|
2021
Q2 | $17.4M | Buy |
112,141
+230
| +0.2% | +$36.1K | 3.71% | 7 |
|
|
2021
Q1 | $17M | Buy |
111,911
+289
| +0.3% | +$41.6K | 4.03% | 5 |
|
|
2020
Q4 | $14.2M | Buy |
111,622
+125
| +0.1% | +$14K | 3.67% | 6 |
|
|
2020
Q3 | $10.7M | Buy |
111,497
+3,410
| +3% | +$335K | 3.09% | 8 |
|
|
2020
Q2 | $10.2M | Sell |
108,087
-22,956
| -18% | -$2.18M | 3.21% | 7 |
|
|
2020
Q1 | $11.8M | Sell |
131,043
-610
| -0.5% | -$74.1K | 4.47% | 4 |
|
|
2019
Q4 | $18.4M | Sell |
131,653
-365
| -0.3% | -$46.8K | 5.31% | 1 |
|
|
2019
Q3 | $15.5M | Buy |
+132,018
| New | +$14.9M | 4.98% | 1 |
|
|
2019
Q1 | $13.4M | Sell |
132,722
-360
| -0.3% | -$37.1K | 4.35% | 2 |
|
|
2018
Q4 | $13M | Buy |
+133,082
| New | +$14.2M | 4.69% | 1 |
|
|
2018
Q2 | $14M | Sell |
134,077
-2,073
| -2% | -$227K | 4.28% | 2 |
|
|
2018
Q1 | $15M | Sell |
136,150
-2,565
| -2% | -$290K | 4.62% | 1 |
|
|
2017
Q4 | $14.8M | Sell |
138,715
-1,019
| -0.7% | -$103K | 4.52% | 1 |
|
|
2017
Q3 | $13.3M | Sell |
139,734
-2,386
| -2% | -$220K | 4.25% | 1 |
|
|
2017
Q2 | $13M | Sell |
142,120
-1,345
| -0.9% | -$116K | 4.3% | 1 |
|
|
2017
Q1 | $12.6M | Sell |
143,465
-9,394
| -6% | -$829K | 4.17% | 1 |
|
|
2016
Q4 | $13.2M | Sell |
152,859
-410
| -0.3% | -$31.3K | 4.51% | 1 |
|
|
2016
Q3 | $10.2M | Sell |
153,269
-5,245
| -3% | -$342K | 3.62% | 3 |
|
|
2016
Q2 | $9.85M | Sell |
158,514
-3,369
| -2% | -$210K | 3.45% | 5 |
|
|
2016
Q1 | $9.59M | Sell |
161,883
-124
| -0.1% | -$7.24K | 3.45% | 5 |
|
|
2015
Q4 | $10.7M | Buy |
+162,007
| New | +$10.5M | 3.72% | 5 |
|
|
2015
Q2 | $11.2M | Sell |
164,897
-2,959
| -2% | -$193K | 3.76% | 4 |
|
|
2015
Q1 | $10.2M | Hold |
167,856
| – | – | 3.46% | 6 |
|
|
2014
Q4 | $10.5M | Buy |
167,856
+5,440
| +3% | +$327K | 3.65% | 4 |
|
|
2014
Q3 | $9.78M | Sell |
162,416
-1,734
| -1% | -$101K | 3.54% | 4 |
|
|
2014
Q2 | $9.46M | Sell |
164,150
-3,400
| -2% | -$191K | 3.22% | 4 |
|
|
2014
Q1 | $10.2M | Sell |
167,550
-2,320
| -1% | -$134K | 3.58% | 4 |
|
|
2013
Q4 | $9.93M | Buy |
169,870
+1,404
| +0.8% | +$76.9K | 3.56% | 4 |
|
|
2013
Q3 | $8.71M | Sell |
168,466
-230
| -0.1% | -$12.3K | 3.38% | 5 |
|
|
2013
Q2 | $8.9M | Buy |
+168,696
| New | +$8.58M | 3.71% | 3 |
|
Other funds holding JPM
VCM
VPM
J.P. Marvel Investment Advisors's JPM Position: Q1 2026 in Review
J.P. Marvel Investment Advisors reduced its JPMorgan Chase (JPM) stake by 0.13% in Q1 2026, selling an estimated $44.3K and leaving 110,541 shares worth $32.5M. The position accounts for 4.61% of the portfolio, ranked #8.
J.P. Marvel Investment Advisors first reported a position in JPM in Q2 2013 and has held it in 49 quarters since. The position peaked at $35.7M in Q4 2025. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.
- J.P. Marvel Investment Advisors held 110,541 shares of JPMorgan Chase worth $32.5M as of Q1 2026.
- J.P. Marvel Investment Advisors sold 146 JPMorgan Chase shares in Q1 2026, an estimated $44.3K.
- JPMorgan Chase made up 4.61% of J.P. Marvel Investment Advisors's portfolio in Q1 2026, its #8 holding.
- J.P. Marvel Investment Advisors first reported a position in JPMorgan Chase in Q2 2013 and has held it in 49 quarters since.
- J.P. Marvel Investment Advisors's JPMorgan Chase position peaked at $35.7M in Q4 2025.
- 5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.
Based on J.P. Marvel Investment Advisors's 13F filing for Q1 2026, filed 6 May 2026.