JP Morgan Chase’s Preferred Bank PFBC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$2.55M Sell
28,428
-17,100
-38% -$1.55M ﹤0.01% 3918
2025
Q4
$4.3M Buy
45,528
+2,052
+5% +$191K ﹤0.01% 3454
2025
Q3
$3.93M Sell
43,476
-18,523
-30% -$1.72M ﹤0.01% 3572
2025
Q2
$5.37M Sell
61,999
-118,650
-66% -$9.78M ﹤0.01% 3098
2025
Q1
$15.1M Sell
180,649
-8,547
-5% -$741K ﹤0.01% 2165
2024
Q4
$16.3M Buy
189,196
+3,089
+2% +$273K ﹤0.01% 2227
2024
Q3
$14.9M Buy
186,107
+35,979
+24% +$2.87M ﹤0.01% 2259
2024
Q2
$11.3M Sell
150,128
-27,453
-15% -$2.08M ﹤0.01% 2347
2024
Q1
$13.6M Sell
177,581
-12,797
-7% -$925K ﹤0.01% 2209
2023
Q4
$13.9M Buy
190,378
+119,501
+169% +$7.78M ﹤0.01% 2156
2023
Q3
$4.41M Sell
70,877
-42,353
-37% -$2.64M ﹤0.01% 2924
2023
Q2
$6.23M Sell
113,230
-38,181
-25% -$1.92M ﹤0.01% 2693
2023
Q1
$8.3M Sell
151,411
-10,709
-7% -$724K ﹤0.01% 2437
2022
Q4
$12.1M Sell
162,120
-2,410
-1% -$176K ﹤0.01% 2087
2022
Q3
$10.7M Buy
164,530
+70,878
+76% +$4.95M ﹤0.01% 2101
2022
Q2
$6.37M Buy
93,652
+1,317
+1% +$90.2K ﹤0.01% 2561
2022
Q1
$6.84M Buy
92,335
+12,002
+15% +$929K ﹤0.01% 2730
2021
Q4
$5.77M Buy
80,333
+24,922
+45% +$1.72M ﹤0.01% 2944
2021
Q3
$3.69M Sell
55,411
-38,995
-41% -$2.39M ﹤0.01% 3296
2021
Q2
$5.97M Buy
94,406
+39,522
+72% +$2.63M ﹤0.01% 2904
2021
Q1
$3.5M Sell
54,884
-16,326
-23% -$923K ﹤0.01% 3275
2020
Q4
$3.59M Buy
71,210
+26,055
+58% +$1.02M ﹤0.01% 3069
2020
Q3
$1.47M Sell
45,155
-4,009
-8% -$150K ﹤0.01% 3433
2020
Q2
$2.11M Buy
49,164
+2,911
+6% +$107K ﹤0.01% 3073
2020
Q1
$1.56M Sell
46,253
-5,397
-10% -$282K ﹤0.01% 3123
2019
Q4
$3.1M Sell
51,650
-7,222
-12% -$397K ﹤0.01% 3064
2019
Q3
$3.08M Sell
58,872
-3,744
-6% -$191K ﹤0.01% 3101
2019
Q2
$2.98M Buy
62,616
+17,729
+39% +$833K ﹤0.01% 3093
2019
Q1
$2.02M Sell
44,887
-89,651
-67% -$4.27M ﹤0.01% 3321
2018
Q4
$5.83M Sell
134,538
-82,433
-38% -$4.21M ﹤0.01% 2446
2018
Q3
$12.7M Sell
216,971
-524
-0.2% -$32.8K ﹤0.01% 2004
2018
Q2
$13.4M Sell
217,495
-47,070
-18% -$3.04M ﹤0.01% 1912
2018
Q1
$17M Sell
264,565
-52,684
-17% -$3.36M ﹤0.01% 1636
2017
Q4
$18.6M Buy
317,249
+14,520
+5% +$882K ﹤0.01% 1623
2017
Q3
$18.2M Sell
302,729
-1,110
-0.4% -$61.2K ﹤0.01% 1565
2017
Q2
$16.2M Buy
303,839
+28,844
+10% +$1.49M ﹤0.01% 1605
2017
Q1
$14.8M Sell
274,995
-34,907
-11% -$1.9M ﹤0.01% 1672
2016
Q4
$16.2M Buy
309,902
+51,866
+20% +$2.2M ﹤0.01% 1597
2016
Q3
$9.22M Buy
258,036
+8,361
+3% +$281K ﹤0.01% 1847
2016
Q2
$7.21M Sell
249,675
-5,900
-2% -$184K ﹤0.01% 2055
2016
Q1
$7.73M Sell
255,575
-5,600
-2% -$168K ﹤0.01% 1937
2015
Q4
$8.62M Sell
261,175
-6,800
-3% -$230K ﹤0.01% 1910
2015
Q3
$8.47M Buy
267,975
+4,600
+2% +$141K ﹤0.01% 1892
2015
Q2
$7.92M Buy
263,375
+6,400
+2% +$183K ﹤0.01% 2095
2015
Q1
$7.06M Buy
256,975
+40,000
+18% +$1.08M ﹤0.01% 2128
2014
Q4
$6.05M Sell
216,975
-27,900
-11% -$710K ﹤0.01% 2286
2014
Q3
$5.51M Sell
244,875
-29,525
-11% -$688K ﹤0.01% 2303
2014
Q2
$6.49M Sell
274,400
-4,600
-2% -$107K ﹤0.01% 1953
2014
Q1
$7.24M Buy
279,000
+99,515
+55% +$2.26M ﹤0.01% 1892
2013
Q4
$3.6M Buy
179,485
+32,459
+22% +$639K ﹤0.01% 2378
2013
Q3
$2.62M Buy
147,026
+17,011
+13% +$288K ﹤0.01% 2631
2013
Q2
$2.14M Buy
+130,015
New +$2.09M ﹤0.01% 2753

Other funds holding PFBC

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

JP Morgan Chase reduced its Preferred Bank (PFBC) stake by 38% in Q1 2026, selling an estimated $1.55M and leaving 28,428 shares worth $2.55M. The position accounts for ﹤0.01% of the portfolio, ranked #3918.

JP Morgan Chase first reported a position in PFBC in Q2 2013 and has held it in 52 quarters since. The position peaked at $18.6M in Q4 2017. 206 funds tracked by Wall St. Rank hold PFBC as of Q1 2026.

  • JP Morgan Chase held 28,428 shares of Preferred Bank worth $2.55M as of Q1 2026.
  • JP Morgan Chase sold 17,100 Preferred Bank shares in Q1 2026, an estimated $1.55M.
  • Preferred Bank made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #3918 holding.
  • JP Morgan Chase first reported a position in Preferred Bank in Q2 2013 and has held it in 52 quarters since.
  • JP Morgan Chase's Preferred Bank position peaked at $18.6M in Q4 2017.
  • 206 funds tracked by Wall St. Rank held Preferred Bank as of Q1 2026.

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