JP Morgan Chase
ALCO icon

JP Morgan Chase’s Alico ALCO Stock Holding History

JP Morgan Chase’s Portfolio ALCO Stock Details ALCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$457K Sell
11,140
-3,602
-24% -$143K ﹤0.01% 5088
2025
Q4 		$536K Sell
14,742
-1,654
-10% -$57.6K ﹤0.01% 4964
2025
Q3 		$568K Sell
16,396
-237
-1% -$7.87K ﹤0.01% 4941
2025
Q2 		$544K Sell
16,633
-1,534
-8% -$46.5K ﹤0.01% 4736
2025
Q1 		$542K Sell
18,167
-11,503
-39% -$342K ﹤0.01% 4715
2024
Q4 		$769K Buy
29,670
+16,530
+126% +$432K ﹤0.01% 4798
2024
Q3 		$368K Buy
13,140
+4,432
+51% +$123K ﹤0.01% 5101
2024
Q2 		$226K Sell
8,708
-11,007
-56% -$298K ﹤0.01% 5105
2024
Q1 		$577K Buy
19,715
+5,290
+37% +$151K ﹤0.01% 4705
2023
Q4 		$419K Buy
14,425
+4,015
+39% +$107K ﹤0.01% 4906
2023
Q3 		$260K Sell
10,410
-695
-6% -$17.3K ﹤0.01% 4895
2023
Q2 		$283K Buy
11,105
+677
+6% +$16.5K ﹤0.01% 4863
2023
Q1 		$252K Buy
10,428
+3,810
+58% +$97.7K ﹤0.01% 4918
2022
Q4 		$159K Buy
6,618
+3,193
+93% +$92.3K ﹤0.01% 5147
2022
Q3 		$97K Buy
3,425
+73
+2% +$2.47K ﹤0.01% 5302
2022
Q2 		$119K Buy
+3,352
New +$134K ﹤0.01% 5330
2022
Q1 		– Sell
-2,577
Closed -$95K – 6552
2021
Q4 		$95K Sell
2,577
-1,051
-29% -$37.5K ﹤0.01% 5704
2021
Q3 		$124K Sell
3,628
-2,596
-42% -$93.5K ﹤0.01% 5462
2021
Q2 		$222K Sell
6,224
-11,557
-65% -$365K ﹤0.01% 5181
2021
Q1 		$531K Buy
17,781
+952
+6% +$28.9K ﹤0.01% 4641
2020
Q4 		$522K Buy
16,829
+10,953
+186% +$337K ﹤0.01% 4342
2020
Q3 		$169K Buy
5,876
+1,282
+28% +$39.8K ﹤0.01% 4440
2020
Q2 		$143K Sell
4,594
-5,548
-55% -$165K ﹤0.01% 4418
2020
Q1 		$315K Buy
10,142
+6,674
+192% +$226K ﹤0.01% 4067
2019
Q4 		$124K Buy
3,468
+2,144
+162% +$72.1K ﹤0.01% 4828
2019
Q3 		$45K Sell
1,324
-878
-40% -$27.8K ﹤0.01% 5214
2019
Q2 		$66K Buy
2,202
+1,141
+108% +$31.6K ﹤0.01% 5066
2019
Q1 		$29K Sell
1,061
-1,263
-54% -$37.3K ﹤0.01% 5299
2018
Q4 		$69K Sell
2,324
-144
-6% -$4.72K ﹤0.01% 4975
2018
Q3 		$83K Buy
2,468
+1,639
+198% +$53K ﹤0.01% 5018
2018
Q2 		$26K Buy
829
+203
+32% +$6.32K ﹤0.01% 5251
2018
Q1 		$17K Sell
626
-46
-7% -$1.25K ﹤0.01% 5098
2017
Q4 		$20K Buy
+672
New +$21.7K ﹤0.01% 5160
2017
Q2 		– Sell
-2,066
Closed -$55K – 4932
2017
Q1 		$55K Sell
2,066
-2,745
-57% -$72.3K ﹤0.01% 4504
2016
Q4 		$131K Buy
4,811
+3,886
+420% +$106K ﹤0.01% 4317
2016
Q3 		$25K Sell
925
-694
-43% -$19.8K ﹤0.01% 4156
2016
Q2 		$49K Buy
1,619
+1,432
+766% +$41.3K ﹤0.01% 4055
2016
Q1 		$5K Buy
+187
New +$5.23K ﹤0.01% 4358
2015
Q3 		– Sell
-14,409
Closed -$654K – 3900
2015
Q2 		$654K Hold
14,409
– – ﹤0.01% 3472
2015
Q1 		$739K Sell
14,409
-400
-3% -$19.6K ﹤0.01% 3358
2014
Q4 		$741K Sell
14,809
-31
-0.2% -$1.23K ﹤0.01% 3499
2014
Q3 		$565K Hold
14,840
– – ﹤0.01% 3609
2014
Q2 		$556K Hold
14,840
– – ﹤0.01% 3074
2014
Q1 		$559K Sell
14,840
-43
-0.3% -$1.64K ﹤0.01% 3097
2013
Q4 		$579K Sell
14,883
-795
-5% -$31K ﹤0.01% 3415
2013
Q3 		$646K Sell
15,678
-810
-5% -$34.9K ﹤0.01% 3509
2013
Q2 		$661K Buy
+16,488
New +$721K ﹤0.01% 3468

Other funds holding ALCO

GCCM
Gate City Capital Management Chicago, Illinois $257M AUM 37.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
CM
CM Management Gulf Breeze, Florida $120M AUM 37.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PLC
Peapod Lane Capital Bedford Hills, New York $122M AUM 67.29% 1-Year Est. Return

JP Morgan Chase's ALCO Position: Q1 2026 in Review

JP Morgan Chase reduced its Alico (ALCO) stake by 24% in Q1 2026, selling an estimated $143K and leaving 11,140 shares worth $457K. The position accounts for ﹤0.01% of the portfolio, ranked #5088.

JP Morgan Chase first reported a position in ALCO in Q2 2013 and has held it in 47 quarters since. The position peaked at $769K in Q4 2024. 109 funds tracked by Wall St. Rank hold ALCO as of Q1 2026.

  • JP Morgan Chase held 11,140 shares of Alico worth $457K as of Q1 2026.
  • JP Morgan Chase sold 3,602 Alico shares in Q1 2026, an estimated $143K.
  • Alico made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #5088 holding.
  • JP Morgan Chase first reported a position in Alico in Q2 2013 and has held it in 47 quarters since.
  • JP Morgan Chase's Alico position peaked at $769K in Q4 2024.
  • 109 funds tracked by Wall St. Rank held Alico as of Q1 2026.

Based on JP Morgan Chase's 13F filing for Q1 2026, filed 13 May 2026.