JP Morgan Chase
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JP Morgan Chase’s Pultegroup PHM Stock Holding History

JP Morgan Chase’s Portfolio PHM Stock Details PHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-35,000
Closed -$4.62M – 7697
2025
Q3 		$4.62M Buy
+35,000
New +$4.35M ﹤0.01% 3439
2025
Q1 		– Sell
-17,100
Closed -$1.86M – 7638
2024
Q4 		$1.86M Hold
17,100
– – ﹤0.01% 4210
2024
Q3 		$2.45M Hold
17,100
– – ﹤0.01% 3843
2024
Q2 		$1.88M Sell
17,100
-30,000
-64% -$3.41M ﹤0.01% 3847
2024
Q1 		$5.68M Buy
47,100
+3,700
+9% +$397K ﹤0.01% 2994
2023
Q4 		$4.48M Hold
43,400
– – ﹤0.01% 3192
2023
Q3 		$3.21M Hold
43,400
– – ﹤0.01% 3178
2023
Q2 		$3.37M Buy
+43,400
New +$2.94M ﹤0.01% 3160
2021
Q3 		– Sell
-7,900
Closed -$431K – 6702
2021
Q2 		$431K Sell
7,900
-1,136,900
-99% -$63.6M ﹤0.01% 4783
2021
Q1 		$60M Buy
+1,144,800
New +$53.4M 0.01% 1082
2017
Q3 		– Sell
-21,600
Closed -$530K – 5125
2017
Q2 		$530K Buy
+21,600
New +$504K ﹤0.01% 3698
2015
Q3 		– Sell
-5,000
Closed -$101K – 4036
2015
Q2 		$101K Sell
5,000
-32,100
-87% -$651K ﹤0.01% 3881
2015
Q1 		$825K Sell
37,100
-267,100
-88% -$5.82M ﹤0.01% 3304
2014
Q4 		$6.53M Buy
304,200
+62,300
+26% +$1.24M ﹤0.01% 2231
2014
Q3 		$4.27M Buy
+241,900
New +$4.56M ﹤0.01% 2468
2014
Q1 		– Sell
-23,700
Closed -$483K – 3852
2013
Q4 		$483K Sell
23,700
-4,800
-17% -$85.1K ﹤0.01% 3508
2013
Q3 		$470K Sell
28,500
-47,400
-62% -$808K ﹤0.01% 3667
2013
Q2 		$1.44M Buy
+75,900
New +$1.58M ﹤0.01% 3030

Other funds holding PHM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

JP Morgan Chase increased its Pultegroup (PHM) stake by 38% in Q1 2026, buying an estimated $41.3M and bringing the position to 1,173,053 shares worth $133M. The position accounts for 0.01% of the portfolio, ranked #865.

JP Morgan Chase first reported a position in PHM in Q2 2013 and has held it in 52 quarters since. The position peaked at $445M in Q3 2025. 1,029 funds tracked by Wall St. Rank hold PHM as of Q1 2026.

  • JP Morgan Chase held 1,173,053 shares of Pultegroup worth $133M as of Q1 2026.
  • JP Morgan Chase bought 322,601 Pultegroup shares in Q1 2026, an estimated $41.3M.
  • Pultegroup made up 0.01% of JP Morgan Chase's portfolio in Q1 2026, its #865 holding.
  • JP Morgan Chase first reported a position in Pultegroup in Q2 2013 and has held it in 52 quarters since.
  • JP Morgan Chase's Pultegroup position peaked at $445M in Q3 2025.
  • 1,029 funds tracked by Wall St. Rank held Pultegroup as of Q1 2026.

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