JP Morgan Chase
FORR icon

JP Morgan Chase’s Forrester Research FORR Stock Holding History

JP Morgan Chase’s Portfolio FORR Stock Details FORR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$27.7K Sell
4,879
-194,712
-98% -$1.33M ﹤0.01% 6429
2025
Q4 		$1.62M Buy
199,591
+61,985
+45% +$487K ﹤0.01% 4252
2025
Q3 		$1.46M Sell
137,606
-3,282
-2% -$33.3K ﹤0.01% 4312
2025
Q2 		$1.39M Sell
140,888
-25,884
-16% -$257K ﹤0.01% 4168
2025
Q1 		$1.54M Buy
166,772
+58,568
+54% +$745K ﹤0.01% 4050
2024
Q4 		$1.7M Buy
108,204
+102,976
+1,970% +$1.66M ﹤0.01% 4276
2024
Q3 		$94.2K Sell
5,228
-52
-1% -$948 ﹤0.01% 5727
2024
Q2 		$90.2K Sell
5,280
-46,714
-90% -$858K ﹤0.01% 5570
2024
Q1 		$1.12M Buy
51,994
+26,057
+100% +$591K ﹤0.01% 4264
2023
Q4 		$695K Sell
25,937
-20,484
-44% -$534K ﹤0.01% 4568
2023
Q3 		$1.34M Sell
46,421
-34,925
-43% -$1.07M ﹤0.01% 3862
2023
Q2 		$2.37M Buy
81,346
+6,635
+9% +$197K ﹤0.01% 3414
2023
Q1 		$2.42M Buy
74,711
+47,979
+179% +$1.66M ﹤0.01% 3411
2022
Q4 		$956K Buy
26,732
+1,660
+7% +$60.7K ﹤0.01% 4074
2022
Q3 		$903K Buy
25,072
+37
+0.1% +$1.59K ﹤0.01% 4078
2022
Q2 		$1.2M Sell
25,035
-15,513
-38% -$804K ﹤0.01% 3945
2022
Q1 		$2.29M Sell
40,548
-10,424
-20% -$562K ﹤0.01% 3646
2021
Q4 		$2.99M Buy
50,972
+3,552
+7% +$197K ﹤0.01% 3495
2021
Q3 		$2.34M Buy
47,420
+6,421
+16% +$301K ﹤0.01% 3667
2021
Q2 		$1.88M Sell
40,999
-2,061
-5% -$88.9K ﹤0.01% 3838
2021
Q1 		$1.83M Buy
43,060
+8,159
+23% +$354K ﹤0.01% 3788
2020
Q4 		$1.46M Buy
34,901
+18,454
+112% +$737K ﹤0.01% 3706
2020
Q3 		$545K Sell
16,447
-6,041
-27% -$207K ﹤0.01% 3940
2020
Q2 		$721K Buy
22,488
+8,222
+58% +$261K ﹤0.01% 3690
2020
Q1 		$417K Sell
14,266
-16,977
-54% -$646K ﹤0.01% 3910
2019
Q4 		$1.3M Sell
31,243
-25,374
-45% -$946K ﹤0.01% 3673
2019
Q3 		$1.82M Buy
56,617
+20,153
+55% +$798K ﹤0.01% 3487
2019
Q2 		$1.72M Buy
36,464
+9,630
+36% +$464K ﹤0.01% 3483
2019
Q1 		$1.3M Buy
26,834
+9,325
+53% +$435K ﹤0.01% 3640
2018
Q4 		$782K Buy
17,509
+12,925
+282% +$551K ﹤0.01% 3895
2018
Q3 		$210K Sell
4,584
-17,189
-79% -$790K ﹤0.01% 4675
2018
Q2 		$913K Buy
21,773
+3,192
+17% +$137K ﹤0.01% 3875
2018
Q1 		$770K Buy
18,581
+1,166
+7% +$49.7K ﹤0.01% 3816
2017
Q4 		$770K Buy
17,415
+2,064
+13% +$92.6K ﹤0.01% 3863
2017
Q3 		$644K Buy
15,351
+1,426
+10% +$57.4K ﹤0.01% 3726
2017
Q2 		$545K Sell
13,925
-5,149
-27% -$204K ﹤0.01% 3684
2017
Q1 		$758K Sell
19,074
-20,325
-52% -$798K ﹤0.01% 3530
2016
Q4 		$1.69M Buy
39,399
+18,392
+88% +$731K ﹤0.01% 3171
2016
Q3 		$817K Buy
21,007
+16,990
+423% +$673K ﹤0.01% 3226
2016
Q2 		$148K Buy
+4,017
New +$143K ﹤0.01% 3791
2015
Q1 		– Sell
-11,200
Closed -$440K – 4128
2014
Q4 		$440K Sell
11,200
-259
-2% -$10.3K ﹤0.01% 3722
2014
Q3 		$423K Sell
11,459
-2,796
-20% -$107K ﹤0.01% 3733
2014
Q2 		$540K Buy
14,255
+5,696
+67% +$208K ﹤0.01% 3082
2014
Q1 		$307K Sell
8,559
-19,823
-70% -$738K ﹤0.01% 3280
2013
Q4 		$1.09M Sell
28,382
-1,277
-4% -$48.8K ﹤0.01% 3116
2013
Q3 		$1.09M Buy
29,659
+7,736
+35% +$274K ﹤0.01% 3213
2013
Q2 		$805K Buy
+21,923
New +$786K ﹤0.01% 3387

Other funds holding FORR

PCM
Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
TCM
Tieton Capital Management Yakima, Washington $299M AUM 54.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

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

JP Morgan Chase reduced its Forrester Research (FORR) stake by 98% in Q1 2026, selling an estimated $1.33M and leaving 4,879 shares worth $27.7K. The position accounts for ﹤0.01% of the portfolio, ranked #6429.

JP Morgan Chase first reported a position in FORR in Q2 2013 and has held it in 47 quarters since. The position peaked at $2.99M in Q4 2021. 103 funds tracked by Wall St. Rank hold FORR as of Q1 2026.

  • JP Morgan Chase held 4,879 shares of Forrester Research worth $27.7K as of Q1 2026.
  • JP Morgan Chase sold 194,712 Forrester Research shares in Q1 2026, an estimated $1.33M.
  • Forrester Research made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #6429 holding.
  • JP Morgan Chase first reported a position in Forrester Research in Q2 2013 and has held it in 47 quarters since.
  • JP Morgan Chase's Forrester Research position peaked at $2.99M in Q4 2021.
  • 103 funds tracked by Wall St. Rank held Forrester Research as of Q1 2026.

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