Jacobsen Capital Management’s JPMorgan Chase JPM Stock Holding History

Jacobsen Capital Management’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	$1.57M	Hold	5,341	–	–	0.53%	23
2025 Q4	$1.72M	Sell	5,341 -99	-2%	-$30.7K	0.56%	21
2025 Q3	$1.72M	Buy	5,440 +128	+2%	+$38.1K	0.58%	21
2025 Q2	$1.54M	Buy	5,312 +365	+7%	+$93.1K	0.57%	21
2025 Q1	$1.21M	Buy	4,947 +164	+3%	+$41.8K	0.53%	20
2024 Q4	$1.15M	Buy	4,783 +1	+0%	+$233	0.49%	21
2024 Q3	$1.01M	Buy	4,782 +201	+4%	+$42.3K	0.42%	22
2024 Q2	$926K	Buy	4,581 +506	+12%	+$98.9K	0.41%	24
2024 Q1	$816K	Sell	4,075 -193	-5%	-$34.8K	0.38%	25
2023 Q4	$726K	Buy	4,268 +509	+14%	+$77.1K	0.37%	26
2023 Q3	$545K	Buy	3,759 +278	+8%	+$41.7K	0.3%	34
2023 Q2	$506K	Sell	3,481 -137	-4%	-$18.8K	0.26%	38
2023 Q1	$471K	Buy	+3,618	New	+$496K	0.25%	40
2020 Q3	–	Sell	-2,708	Closed	-$254K	–	60
2020 Q2	$254K	Buy	+2,708	New	+$257K	0.19%	53
2019 Q4	$351K	Sell	2,520 -85	-3%	-$10.9K	0.35%	50
2019 Q3	$306K	Hold	2,605	–	–	0.29%	55
2019 Q2	$291K	Buy	+2,605	New	+$287K	0.29%	54

Other funds holding JPM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Jacobsen Capital Management's JPM Position: Q1 2026 in Review

Jacobsen Capital Management held its JPMorgan Chase (JPM) position steady in Q1 2026 at 5,341 shares worth $1.57M. The position accounts for 0.53% of the portfolio, ranked #23.

Jacobsen Capital Management first reported a position in JPM in Q2 2019 and has held it in 17 quarters since. The position peaked at $1.72M in Q4 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Jacobsen Capital Management held 5,341 shares of JPMorgan Chase worth $1.57M as of Q1 2026.
Jacobsen Capital Management left its JPMorgan Chase share count unchanged in Q1 2026.
JPMorgan Chase made up 0.53% of Jacobsen Capital Management's portfolio in Q1 2026, its #23 holding.
Jacobsen Capital Management first reported a position in JPMorgan Chase in Q2 2019 and has held it in 17 quarters since.
Jacobsen Capital Management's JPMorgan Chase position peaked at $1.72M in Q4 2025.
5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

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