Kimelman & Baird’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 | $61.2M | Sell |
207,978
-23,592
| -10% | -$7.16M | 5.03% | 3 |
|
|
2025
Q4 | $74.6M | Sell |
231,570
-3,836
| -2% | -$1.19M | 5.73% | 2 |
|
|
2025
Q3 | $74.3M | Sell |
235,406
-8,657
| -4% | -$2.57M | 5.8% | 1 |
|
|
2025
Q2 | $70.8M | Sell |
244,063
-491
| -0.2% | -$125K | 5.76% | 1 |
|
|
2025
Q1 | $60M | Sell |
244,554
-4,387
| -2% | -$1.12M | 5.1% | 3 |
|
|
2024
Q4 | $59.7M | Sell |
248,941
-7,671
| -3% | -$1.79M | 4.74% | 4 |
|
|
2024
Q3 | $54.1M | Sell |
256,612
-2,001
| -0.8% | -$421K | 4.32% | 4 |
|
|
2024
Q2 | $52.3M | Buy |
+258,613
| New | +$50.6M | 4.31% | 7 |
|
|
2021
Q2 | $41.1M | Buy |
+264,421
| New | +$41.5M | 3.67% | 7 |
|
|
2019
Q3 | $30M | Sell |
255,102
-3,770
| -1% | -$426K | 4.16% | 4 |
|
|
2019
Q2 | $28.9M | Sell |
258,872
-90
| -0% | -$9.92K | 4.03% | 5 |
|
|
2019
Q1 | $26.2M | Sell |
258,962
-10,740
| -4% | -$1.11M | 3.77% | 5 |
|
|
2018
Q4 | $26.3M | Sell |
269,702
-4,007
| -1% | -$427K | 4.1% | 3 |
|
|
2018
Q3 | $30.9M | Sell |
273,709
-1,310
| -0.5% | -$149K | 3.89% | 3 |
|
|
2018
Q2 | $28.7M | Buy |
+275,019
| New | +$30.2M | 3.76% | 5 |
|
|
2017
Q4 | $30.4M | Sell |
284,668
-1,042
| -0.4% | -$106K | 4.33% | 4 |
|
|
2017
Q3 | $27.3M | Sell |
285,710
-1,399
| -0.5% | -$129K | 4.07% | 3 |
|
|
2017
Q2 | $26.2M | Buy |
287,109
+140
| +0% | +$12.1K | 3.98% | 5 |
|
|
2017
Q1 | $25.2M | Sell |
286,969
-3,218
| -1% | -$284K | 3.84% | 7 |
|
|
2016
Q4 | $25M | Sell |
290,187
-70
| -0% | -$5.34K | 4.2% | 6 |
|
|
2016
Q3 | $19.3M | Sell |
290,257
-1,044
| -0.4% | -$68.1K | 3.4% | 9 |
|
|
2016
Q2 | $18.1M | Sell |
291,301
-4,144
| -1% | -$259K | 3.31% | 10 |
|
|
2016
Q1 | $17.5M | Buy |
295,445
+25,739
| +10% | +$1.5M | 3.27% | 8 |
|
|
2015
Q4 | $17.8M | Buy |
+269,706
| New | +$17.6M | 3.35% | 8 |
|
|
2015
Q2 | $20.5M | Buy |
302,452
+8,852
| +3% | +$578K | 3.5% | 7 |
|
|
2015
Q1 | $17.8M | Sell |
293,600
-1,800
| -0.6% | -$107K | 3.24% | 7 |
|
|
2014
Q4 | $18.5M | Buy |
295,400
+18,650
| +7% | +$1.12M | 3.33% | 7 |
|
|
2014
Q3 | $16.7M | Sell |
276,750
-47,849
| -15% | -$2.8M | 3.15% | 5 |
|
|
2014
Q2 | $18.7M | Sell |
324,599
-22,075
| -6% | -$1.24M | 3.29% | 7 |
|
|
2014
Q1 | $21M | Buy |
346,674
+17,080
| +5% | +$987K | 3.93% | 6 |
|
|
2013
Q4 | $19.3M | Buy |
329,594
+724
| +0.2% | +$39.7K | 3.69% | 5 |
|
|
2013
Q3 | $17M | Buy |
328,870
+650
| +0.2% | +$34.9K | 3.4% | 5 |
|
|
2013
Q2 | $17.3M | Buy |
+328,220
| New | +$16.7M | 3.65% | 4 |
|
Other funds holding JPM
VCM
VPM
Kimelman & Baird's JPM Position: Q1 2026 in Review
Kimelman & Baird reduced its JPMorgan Chase (JPM) stake by 10% in Q1 2026, selling an estimated $7.16M and leaving 207,978 shares worth $61.2M. The position accounts for 5.03% of the portfolio, ranked #3.
Kimelman & Baird first reported a position in JPM in Q2 2013 and has held it in 33 quarters since. The position peaked at $74.6M in Q4 2025. 5,053 funds tracked by Wall St. Rank hold JPM as of Q1 2026.
- Kimelman & Baird held 207,978 shares of JPMorgan Chase worth $61.2M as of Q1 2026.
- Kimelman & Baird sold 23,592 JPMorgan Chase shares in Q1 2026, an estimated $7.16M.
- JPMorgan Chase made up 5.03% of Kimelman & Baird's portfolio in Q1 2026, its #3 holding.
- Kimelman & Baird first reported a position in JPMorgan Chase in Q2 2013 and has held it in 33 quarters since.
- Kimelman & Baird's JPMorgan Chase position peaked at $74.6M in Q4 2025.
- 5,053 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.
Based on Kimelman & Baird's 13F filing for Q1 2026, filed 13 May 2026.