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John G. Ullman & Associates’s JPMorgan Chase JPM Stock Holding History

John G. Ullman & Associates’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 		– Sell
-633
Closed -$204K – 181
2025
Q4 		$204K Buy
+633
New +$196K 0.03% 175
2024
Q1 		– Sell
-42,018
Closed -$7.15M – 177
2023
Q4 		$7.15M Buy
42,018
+164
+0.4% +$24.9K 1.13% 24
2023
Q3 		$6.07M Sell
41,854
-400
-0.9% -$60K 0.99% 30
2023
Q2 		$6.15M Sell
42,254
-86
-0.2% -$11.8K 0.95% 33
2023
Q1 		$5.52M Sell
42,340
-370
-0.9% -$50.7K 0.86% 38
2022
Q4 		$5.73M Buy
42,710
+459
+1% +$58.2K 0.91% 32
2022
Q3 		$4.42M Buy
42,251
+30,138
+249% +$3.46M 0.77% 39
2022
Q2 		$1.36M Buy
+12,113
New +$1.5M 0.22% 81
2015
Q2 		– Sell
-4,422
Closed -$268K – 149
2015
Q1 		$268K Sell
4,422
-260
-6% -$15.4K 0.05% 125
2014
Q4 		$293K Sell
4,682
-30,167
-87% -$1.82M 0.06% 126
2014
Q3 		$2.1M Sell
34,849
-2,100
-6% -$123K 0.4% 68
2014
Q2 		$2.13M Sell
36,949
-1,577
-4% -$88.7K 0.39% 70
2014
Q1 		$2.34M Sell
38,526
-4,006
-9% -$232K 0.43% 63
2013
Q4 		$2.49M Sell
42,532
-234
-0.5% -$12.8K 0.47% 57
2013
Q3 		$2.21M Sell
42,766
-1,800
-4% -$96.6K 0.45% 59
2013
Q2 		$2.35M Buy
+44,566
New +$2.27M 0.49% 56

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

John G. Ullman & Associates's JPM Position: Q1 2026 in Review

John G. Ullman & Associates sold out of JPMorgan Chase (JPM) in Q1 2026, closing a stake of 633 shares — an estimated $204K sold.

John G. Ullman & Associates first reported a position in JPM in Q2 2013 and held it in 16 quarters. The position peaked at $7.15M in Q4 2023. 5,079 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • John G. Ullman & Associates reported no remaining JPMorgan Chase position as of Q1 2026 after selling out during the quarter.
  • John G. Ullman & Associates sold 633 JPMorgan Chase shares in Q1 2026, an estimated $204K.
  • John G. Ullman & Associates first reported a position in JPMorgan Chase in Q2 2013 and held it in 16 quarters.
  • John G. Ullman & Associates's JPMorgan Chase position peaked at $7.15M in Q4 2023.
  • 5,079 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on John G. Ullman & Associates's 13F filing for Q1 2026, filed 6 May 2026.