Jupiter Asset Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $39.5M | Sell |
134,443
-31,606
| -19% | -$9.59M | 0.21% | 136 |
|
|
2025
Q4 | $53.5M | Sell |
166,049
-37,009
| -18% | -$11.5M | 0.43% | 67 |
|
|
2025
Q3 | $64.1M | Sell |
203,058
-11,473
| -5% | -$3.41M | 0.55% | 53 |
|
|
2025
Q2 | $62.2M | Buy |
214,531
+8,435
| +4% | +$2.15M | 0.52% | 55 |
|
|
2025
Q1 | $50.6M | Buy |
206,096
+4,361
| +2% | +$1.11M | 0.48% | 61 |
|
|
2024
Q4 | $48.4M | Buy |
201,735
+102
| +0.1% | +$23.8K | 0.47% | 66 |
|
|
2024
Q3 | $42.5M | Sell |
201,633
-33,727
| -14% | -$7.1M | 0.37% | 95 |
|
|
2024
Q2 | $47.6M | Buy |
235,360
+27,914
| +13% | +$5.46M | 0.45% | 71 |
|
|
2024
Q1 | $41.6M | Buy |
207,446
+110,036
| +113% | +$19.9M | 0.4% | 83 |
|
|
2023
Q4 | $16.6M | Sell |
97,410
-60,850
| -38% | -$9.22M | 0.16% | 167 |
|
|
2023
Q3 | $23M | Sell |
158,260
-128,144
| -45% | -$19.2M | 0.25% | 121 |
|
|
2023
Q2 | $41.6M | Buy |
286,404
+200,519
| +233% | +$27.6M | 0.46% | 56 |
|
|
2023
Q1 | $11.2M | Sell |
85,885
-43,838
| -34% | -$6.01M | 0.15% | 169 |
|
|
2022
Q4 | $17.4M | Sell |
129,723
-22,942
| -15% | -$2.91M | 0.25% | 128 |
|
|
2022
Q3 | $16M | Buy |
152,665
+7,169
| +5% | +$823K | 0.25% | 118 |
|
|
2022
Q2 | $16.4M | Sell |
145,496
-120,287
| -45% | -$14.9M | 0.23% | 122 |
|
|
2022
Q1 | $36.2M | Sell |
265,783
-42,349
| -14% | -$6.25M | 0.43% | 70 |
|
|
2021
Q4 | $48.8M | Sell |
308,132
-92,835
| -23% | -$15.2M | 0.54% | 51 |
|
|
2021
Q3 | $65.6M | Sell |
400,967
-50,108
| -11% | -$7.86M | 0.74% | 23 |
|
|
2021
Q2 | $70.1M | Sell |
451,075
-486,413
| -52% | -$76.4M | 0.72% | 30 |
|
|
2021
Q1 | $143M | Buy |
937,488
+421,650
| +82% | +$60.7M | 1.4% | 8 |
|
|
2020
Q4 | $65.5M | Buy |
515,838
+302,841
| +142% | +$33.8M | 0.66% | 30 |
|
|
2020
Q3 | $20.5M | Buy |
212,997
+56,368
| +36% | +$5.54M | 0.22% | 124 |
|
|
2020
Q2 | $14.7M | Sell |
156,629
-120,596
| -44% | -$11.4M | 0.49% | 50 |
|
|
2020
Q1 | $25M | Sell |
277,225
-61,448
| -18% | -$7.47M | 1.08% | 18 |
|
|
2019
Q4 | $47.2M | Buy |
338,673
+97,542
| +40% | +$12.5M | 1.46% | 11 |
|
|
2019
Q3 | $28.4M | Sell |
241,131
-21,635
| -8% | -$2.45M | 0.93% | 24 |
|
|
2019
Q2 | $29.4M | Buy |
262,766
+10,984
| +4% | +$1.21M | 0.93% | 22 |
|
|
2019
Q1 | $25.5M | Sell |
251,782
-286,997
| -53% | -$29.6M | 0.83% | 28 |
|
|
2018
Q4 | $52.6M | Sell |
538,779
-179,075
| -25% | -$19.1M | 1.85% | 8 |
|
|
2018
Q3 | $81M | Buy |
717,854
+230,625
| +47% | +$26.2M | 2.32% | 5 |
|
|
2018
Q2 | $50.8M | Sell |
487,229
-170,138
| -26% | -$18.7M | 1.49% | 8 |
|
|
2018
Q1 | $72.3M | Sell |
657,367
-59,357
| -8% | -$6.72M | 2.2% | 6 |
|
|
2017
Q4 | $76.6M | Buy |
716,724
+54,072
| +8% | +$5.47M | 2.21% | 6 |
|
|
2017
Q3 | $63.3M | Sell |
662,652
-200,590
| -23% | -$18.5M | 2.16% | 7 |
|
|
2017
Q2 | $78.9M | Buy |
863,242
+215,292
| +33% | +$18.6M | 2.74% | 5 |
|
|
2017
Q1 | $56.9M | Sell |
647,950
-148,104
| -19% | -$13.1M | 2.08% | 7 |
|
|
2016
Q4 | $68.7M | Buy |
796,054
+228,107
| +40% | +$17.4M | 2.57% | 6 |
|
|
2016
Q3 | $37.8M | Buy |
567,947
+86,259
| +18% | +$5.62M | 1.43% | 12 |
|
|
2016
Q2 | $29.9M | Sell |
481,688
-15,562
| -3% | -$972K | 1.14% | 17 |
|
|
2016
Q1 | $29.4M | Sell |
497,250
-364,959
| -42% | -$21.3M | 1.12% | 18 |
|
|
2015
Q4 | $56.9M | Sell |
862,209
-22,453
| -3% | -$1.46M | 2.09% | 7 |
|
|
2015
Q3 | $53.9M | Sell |
884,662
-87,074
| -9% | -$5.7M | 2.11% | 9 |
|
|
2015
Q2 | $65.8M | Buy |
971,736
+231,652
| +31% | +$15.1M | 2.31% | 9 |
|
|
2015
Q1 | $44.8M | Buy |
740,084
+98,653
| +15% | +$5.84M | 1.56% | 9 |
|
|
2014
Q4 | $40.1M | Sell |
641,431
-120,634
| -16% | -$7.26M | 1.3% | 14 |
|
|
2014
Q3 | $45.9M | Buy |
762,065
+145,629
| +24% | +$8.51M | 1.53% | 12 |
|
|
2014
Q2 | $35.5M | Sell |
616,436
-29,559
| -5% | -$1.66M | 1.13% | 14 |
|
|
2014
Q1 | $39.2M | Sell |
645,995
-43,390
| -6% | -$2.51M | 1.26% | 11 |
|
|
2013
Q4 | $40.3M | Buy |
689,385
+20,393
| +3% | +$1.12M | 1.57% | 9 |
|
|
2013
Q3 | $34.6M | Sell |
668,992
-287,113
| -30% | -$15.4M | 1.52% | 10 |
|
|
2013
Q2 | $50.5M | Buy |
+956,105
| New | +$48.6M | 2.25% | 4 |
|
Other funds holding JPM
VCM
VPM
Jupiter Asset Management's JPM Position: Q1 2026 in Review
Jupiter Asset Management reduced its JPMorgan Chase (JPM) stake by 19% in Q1 2026, selling an estimated $9.59M and leaving 134,443 shares worth $39.5M. The position accounts for 0.21% of the portfolio, ranked #136.
Jupiter Asset Management first reported a position in JPM in Q2 2013 and has held it in 52 quarters since. The position peaked at $143M in Q1 2021. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.
- Jupiter Asset Management held 134,443 shares of JPMorgan Chase worth $39.5M as of Q1 2026.
- Jupiter Asset Management sold 31,606 JPMorgan Chase shares in Q1 2026, an estimated $9.59M.
- JPMorgan Chase made up 0.21% of Jupiter Asset Management's portfolio in Q1 2026, its #136 holding.
- Jupiter Asset Management first reported a position in JPMorgan Chase in Q2 2013 and has held it in 52 quarters since.
- Jupiter Asset Management's JPMorgan Chase position peaked at $143M in Q1 2021.
- 5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.
Based on Jupiter Asset Management's 13F filing for Q1 2026, filed 12 May 2026.