JHCP
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Jackson Hole Capital Partners’s JPMorgan Chase JPM Stock Holding History

Jackson Hole 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 		$4.21M Sell
14,315
-35
-0.2% -$10.6K 0.7% 39
2025
Q4 		$4.62M Sell
14,350
-129
-0.9% -$39.9K 0.79% 33
2025
Q3 		$4.57M Sell
14,479
-102
-0.7% -$30.3K 0.78% 33
2025
Q2 		$4.23M Buy
14,581
+14
+0.1% +$3.57K 0.78% 34
2025
Q1 		$3.57M Buy
14,567
+34
+0.2% +$8.67K 0.71% 42
2024
Q4 		$3.48M Sell
14,533
-100
-0.7% -$23.3K 0.7% 37
2024
Q3 		$3.09M Buy
14,633
+226
+2% +$47.6K 0.64% 44
2024
Q2 		$2.91M Hold
14,407
– – 0.63% 46
2024
Q1 		$2.89M Sell
14,407
-77
-0.5% -$13.9K 0.65% 44
2023
Q4 		$2.46M Hold
14,484
– – 0.63% 41
2023
Q3 		$2.1M Sell
14,484
-2,000
-12% -$300K 0.61% 44
2023
Q2 		$2.4M Sell
16,484
-2,796
-15% -$385K 0.66% 38
2023
Q1 		$2.51M Buy
19,280
+8,127
+73% +$1.11M 0.66% 39
2022
Q4 		$1.5M Hold
11,153
– – 0.45% 62
2022
Q3 		$1.17M Buy
11,153
+975
+10% +$112K 0.36% 74
2022
Q2 		$1.15M Buy
10,178
+424
+4% +$52.5K 0.36% 71
2022
Q1 		$1.33M Buy
9,754
+1,968
+25% +$290K 0.38% 72
2021
Q4 		$1.23M Buy
7,786
+1,530
+24% +$251K 0.39% 69
2021
Q3 		$1.02M Buy
6,256
+500
+9% +$78.4K 0.33% 76
2021
Q2 		$895K Sell
5,756
-293
-5% -$46K 0.31% 77
2021
Q1 		$921K Buy
6,049
+33
+0.5% +$4.75K 0.38% 68
2020
Q4 		$764K Hold
6,016
– – 0.35% 73
2020
Q3 		$579K Buy
6,016
+800
+15% +$78.6K 0.3% 71
2020
Q2 		$491K Hold
5,216
– – 0.3% 78
2020
Q1 		$470K Sell
5,216
-2,000
-28% -$243K 0.35% 71
2019
Q4 		$1.01M Hold
7,216
– – 0.55% 55
2019
Q3 		$849K Buy
7,216
+2,000
+38% +$226K 0.48% 60
2019
Q2 		$583K Buy
5,216
+1,875
+56% +$207K 0.36% 75
2019
Q1 		$338K Buy
3,341
+50
+2% +$5.15K 0.3% 97
2018
Q4 		$321K Buy
+3,291
New +$351K 0.34% 91

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

Jackson Hole Capital Partners's JPM Position: Q1 2026 in Review

Jackson Hole Capital Partners reduced its JPMorgan Chase (JPM) stake by 0.24% in Q1 2026, selling an estimated $10.6K and leaving 14,315 shares worth $4.21M. The position accounts for 0.7% of the portfolio, ranked #39.

Jackson Hole Capital Partners first reported a position in JPM in Q4 2018 and has held it in 30 quarters since. The position peaked at $4.62M in Q4 2025. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Jackson Hole Capital Partners held 14,315 shares of JPMorgan Chase worth $4.21M as of Q1 2026.
  • Jackson Hole Capital Partners sold 35 JPMorgan Chase shares in Q1 2026, an estimated $10.6K.
  • JPMorgan Chase made up 0.7% of Jackson Hole Capital Partners's portfolio in Q1 2026, its #39 holding.
  • Jackson Hole Capital Partners first reported a position in JPMorgan Chase in Q4 2018 and has held it in 30 quarters since.
  • Jackson Hole Capital Partners's JPMorgan Chase position peaked at $4.62M in Q4 2025.
  • 5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Jackson Hole Capital Partners's 13F filing for Q1 2026, filed 8 May 2026.