Jacobs Levy Equity 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 | $9.92M | Sell |
33,713
-27,589
| -45% | -$8.37M | 0.04% | 306 |
|
|
2025
Q4 | $19.8M | Sell |
61,302
-12,616
| -17% | -$3.91M | 0.08% | 210 |
|
|
2025
Q3 | $23.3M | Buy |
73,918
+24,784
| +50% | +$7.37M | 0.09% | 187 |
|
|
2025
Q2 | $14.2M | Buy |
49,134
+2,452
| +5% | +$626K | 0.06% | 256 |
|
|
2025
Q1 | $11.5M | Buy |
46,682
+4,726
| +11% | +$1.2M | 0.05% | 315 |
|
|
2024
Q4 | $10.1M | Sell |
41,956
-555
| -1% | -$129K | 0.04% | 305 |
|
|
2024
Q3 | $8.96M | Buy |
42,511
+5,152
| +14% | +$1.09M | 0.03% | 343 |
|
|
2024
Q2 | $7.56M | Buy |
37,359
+30,985
| +486% | +$6.06M | 0.03% | 376 |
|
|
2024
Q1 | $1.28M | Buy |
6,374
+1,569
| +33% | +$283K | 0.01% | 671 |
|
|
2023
Q4 | $817K | Buy |
4,805
+248
| +5% | +$37.6K | ﹤0.01% | 758 |
|
|
2023
Q3 | $661K | Buy |
4,557
+760
| +20% | +$114K | ﹤0.01% | 749 |
|
|
2023
Q2 | $552K | Buy |
3,797
+2,054
| +118% | +$283K | ﹤0.01% | 806 |
|
|
2023
Q1 | $227K | Sell |
1,743
-1,801
| -51% | -$247K | ﹤0.01% | 898 |
|
|
2022
Q4 | $475K | Buy |
+3,544
| New | +$449K | ﹤0.01% | 798 |
|
|
2022
Q2 | – | Sell |
-5,742
| Closed | -$783K | – | 1047 |
|
|
2022
Q1 | $783K | Sell |
5,742
-2,304
| -29% | -$340K | 0.01% | 797 |
|
|
2021
Q4 | $1.27M | Sell |
8,046
-5,592
| -41% | -$918K | 0.01% | 703 |
|
|
2021
Q3 | $2.23M | Buy |
13,638
+2,131
| +19% | +$334K | 0.02% | 594 |
|
|
2021
Q2 | $1.79M | Sell |
11,507
-4,187
| -27% | -$658K | 0.01% | 622 |
|
|
2021
Q1 | $2.39M | Buy |
15,694
+8,670
| +123% | +$1.25M | 0.02% | 563 |
|
|
2020
Q4 | $893K | Buy |
7,024
+4,592
| +189% | +$513K | 0.01% | 751 |
|
|
2020
Q3 | $234K | Sell |
2,432
-6,271
| -72% | -$616K | ﹤0.01% | 932 |
|
|
2020
Q2 | $819K | Sell |
8,703
-4,065
| -32% | -$386K | 0.01% | 709 |
|
|
2020
Q1 | $1.15M | Sell |
12,768
-7,197
| -36% | -$874K | 0.01% | 593 |
|
|
2019
Q4 | $2.78M | Sell |
19,965
-1,510
| -7% | -$194K | 0.03% | 487 |
|
|
2019
Q3 | $2.53M | Sell |
21,475
-12,619
| -37% | -$1.43M | 0.03% | 467 |
|
|
2019
Q2 | $3.81M | Sell |
34,094
-135,686
| -80% | -$15M | 0.05% | 397 |
|
|
2019
Q1 | $17.2M | Sell |
169,780
-4,250
| -2% | -$438K | 0.25% | 103 |
|
|
2018
Q4 | $17M | Sell |
174,030
-47,830
| -22% | -$5.1M | 0.3% | 94 |
|
|
2018
Q3 | $25M | Sell |
221,860
-184,979
| -45% | -$21M | 0.36% | 78 |
|
|
2018
Q2 | $42.4M | Buy |
406,839
+70,870
| +21% | +$7.77M | 0.67% | 10 |
|
|
2018
Q1 | $36.9M | Buy |
335,969
+128,700
| +62% | +$14.6M | 0.61% | 16 |
|
|
2017
Q4 | $22.2M | Sell |
207,269
-450
| -0.2% | -$45.6K | 0.39% | 74 |
|
|
2017
Q3 | $19.8M | Buy |
207,719
+18,399
| +10% | +$1.7M | 0.39% | 73 |
|
|
2017
Q2 | $17.3M | Buy |
189,320
+158,360
| +511% | +$13.7M | 0.37% | 79 |
|
|
2017
Q1 | $2.72M | Sell |
30,960
-29,380
| -49% | -$2.59M | 0.06% | 359 |
|
|
2016
Q4 | $5.21M | Buy |
60,340
+44,420
| +279% | +$3.39M | 0.1% | 250 |
|
|
2016
Q3 | $1.06M | Buy |
15,920
+640
| +4% | +$41.7K | 0.02% | 568 |
|
|
2016
Q2 | $949K | Buy |
15,280
+1,600
| +12% | +$99.9K | 0.02% | 603 |
|
|
2016
Q1 | $810K | Sell |
13,680
-2,820
| -17% | -$165K | 0.02% | 613 |
|
|
2015
Q4 | $1.09M | Buy |
16,500
+1,770
| +12% | +$115K | 0.02% | 435 |
|
|
2015
Q3 | $898K | Sell |
14,730
-3,750
| -20% | -$246K | 0.02% | 498 |
|
|
2015
Q2 | $1.25M | Buy |
18,480
+3,350
| +22% | +$219K | 0.02% | 435 |
|
|
2015
Q1 | $917K | Buy |
15,130
+2,620
| +21% | +$155K | 0.02% | 495 |
|
|
2014
Q4 | $783K | Sell |
12,510
-650
| -5% | -$39.1K | 0.01% | 541 |
|
|
2014
Q3 | $793K | Buy |
13,160
+2,970
| +29% | +$174K | 0.01% | 534 |
|
|
2014
Q2 | $587K | Sell |
10,190
-8,430
| -45% | -$474K | 0.01% | 598 |
|
|
2014
Q1 | $1.13M | Sell |
18,620
-180,840
| -91% | -$10.5M | 0.02% | 513 |
|
|
2013
Q4 | $11.7M | Sell |
199,460
-49,620
| -20% | -$2.72M | 0.18% | 178 |
|
|
2013
Q3 | $12.9M | Buy |
249,080
+5,390
| +2% | +$289K | 0.22% | 144 |
|
|
2013
Q2 | $12.9M | Buy |
+243,690
| New | +$12.4M | 0.23% | 128 |
|
Other funds holding JPM
VCM
VPM
Jacobs Levy Equity Management's JPM Position: Q1 2026 in Review
Jacobs Levy Equity Management reduced its JPMorgan Chase (JPM) stake by 45% in Q1 2026, selling an estimated $8.37M and leaving 33,713 shares worth $9.92M. The position accounts for 0.04% of the portfolio, ranked #306.
Jacobs Levy Equity Management first reported a position in JPM in Q2 2013 and has held it in 50 quarters since. The position peaked at $42.4M in Q2 2018. 5,053 funds tracked by Wall St. Rank hold JPM as of Q1 2026.
- Jacobs Levy Equity Management held 33,713 shares of JPMorgan Chase worth $9.92M as of Q1 2026.
- Jacobs Levy Equity Management sold 27,589 JPMorgan Chase shares in Q1 2026, an estimated $8.37M.
- JPMorgan Chase made up 0.04% of Jacobs Levy Equity Management's portfolio in Q1 2026, its #306 holding.
- Jacobs Levy Equity Management first reported a position in JPMorgan Chase in Q2 2013 and has held it in 50 quarters since.
- Jacobs Levy Equity Management's JPMorgan Chase position peaked at $42.4M in Q2 2018.
- 5,053 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.
Based on Jacobs Levy Equity Management's 13F filing for Q1 2026, filed 15 May 2026.