Klingenstein Fields & Co’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 | $56.8M | Sell |
192,979
-1,794
| -0.9% | -$544K | 2.24% | 16 |
|
|
2025
Q4 | $62.8M | Sell |
194,773
-3,689
| -2% | -$1.14M | 2.35% | 13 |
|
|
2025
Q3 | $62.6M | Sell |
198,462
-1,581
| -0.8% | -$470K | 2.36% | 13 |
|
|
2025
Q2 | $58M | Sell |
200,043
-5,509
| -3% | -$1.41M | 2.3% | 12 |
|
|
2025
Q1 | $50.4M | Sell |
205,552
-1,699
| -0.8% | -$433K | 2.14% | 13 |
|
|
2024
Q4 | $49.7M | Sell |
207,251
-3,401
| -2% | -$792K | 2% | 14 |
|
|
2024
Q3 | $44.4M | Sell |
210,652
-763
| -0.4% | -$161K | 1.77% | 15 |
|
|
2024
Q2 | $42.8M | Sell |
211,415
-1,644
| -0.8% | -$321K | 1.77% | 15 |
|
|
2024
Q1 | $42.7M | Sell |
213,059
-5,931
| -3% | -$1.07M | 1.77% | 14 |
|
|
2023
Q4 | $37.3M | Buy |
218,990
+2,600
| +1% | +$394K | 1.66% | 16 |
|
|
2023
Q3 | $31.4M | Sell |
216,390
-2,644
| -1% | -$396K | 1.53% | 20 |
|
|
2023
Q2 | $31.9M | Sell |
219,034
-1,383
| -0.6% | -$190K | 1.47% | 23 |
|
|
2023
Q1 | $28.7M | Sell |
220,417
-2,624
| -1% | -$360K | 1.44% | 26 |
|
|
2022
Q4 | $29.9M | Sell |
223,041
-3,764
| -2% | -$477K | 1.55% | 21 |
|
|
2022
Q3 | $23.7M | Buy |
226,805
+10,849
| +5% | +$1.25M | 1.3% | 30 |
|
|
2022
Q2 | $24.3M | Buy |
215,956
+1,672
| +0.8% | +$207K | 1.26% | 30 |
|
|
2022
Q1 | $29.2M | Sell |
214,284
-290
| -0.1% | -$42.8K | 1.25% | 30 |
|
|
2021
Q4 | $34M | Sell |
214,574
-4,241
| -2% | -$696K | 1.37% | 25 |
|
|
2021
Q3 | $35.8M | Sell |
218,815
-2,946
| -1% | -$462K | 1.53% | 21 |
|
|
2021
Q2 | $34.5M | Sell |
221,761
-54
| -0% | -$8.48K | 1.43% | 24 |
|
|
2021
Q1 | $33.8M | Sell |
221,815
-3,604
| -2% | -$518K | 1.53% | 21 |
|
|
2020
Q4 | $28.6M | Buy |
225,419
+1,830
| +0.8% | +$205K | 1.3% | 23 |
|
|
2020
Q3 | $21.5M | Buy |
223,589
+1,552
| +0.7% | +$152K | 1.07% | 34 |
|
|
2020
Q2 | $20.9M | Buy |
222,037
+4,528
| +2% | +$430K | 1.14% | 29 |
|
|
2020
Q1 | $19.6M | Sell |
217,509
-6,598
| -3% | -$802K | 1.28% | 25 |
|
|
2019
Q4 | $31.2M | Sell |
224,107
-3,612
| -2% | -$463K | 1.57% | 16 |
|
|
2019
Q3 | $26.8M | Sell |
227,719
-3,737
| -2% | -$423K | 1.41% | 25 |
|
|
2019
Q2 | $25.9M | Buy |
231,456
+236
| +0.1% | +$26K | 1.34% | 26 |
|
|
2019
Q1 | $23.4M | Sell |
231,220
-60,151
| -21% | -$6.2M | 1.26% | 28 |
|
|
2018
Q4 | $28.4M | Sell |
291,371
-9,734
| -3% | -$1.04M | 1.21% | 25 |
|
|
2018
Q3 | $34M | Sell |
301,105
-18,139
| -6% | -$2.06M | 1.22% | 23 |
|
|
2018
Q2 | $33.3M | Buy |
319,244
+12,051
| +4% | +$1.32M | 1.27% | 22 |
|
|
2018
Q1 | $33.8M | Buy |
307,193
+142,145
| +86% | +$16.1M | 1.29% | 21 |
|
|
2017
Q4 | $17.6M | Buy |
165,048
+776
| +0.5% | +$78.6K | 0.65% | 49 |
|
|
2017
Q3 | $15.7M | Sell |
164,272
-9,825
| -6% | -$906K | 0.6% | 54 |
|
|
2017
Q2 | $15.9M | Buy |
174,097
+17,855
| +11% | +$1.54M | 0.62% | 51 |
|
|
2017
Q1 | $13.7M | Buy |
156,242
+163
| +0.1% | +$14.4K | 0.56% | 51 |
|
|
2016
Q4 | $13.5M | Buy |
156,079
+28,246
| +22% | +$2.15M | 0.59% | 51 |
|
|
2016
Q3 | $8.51M | Buy |
127,833
+496
| +0.4% | +$32.3K | 0.39% | 59 |
|
|
2016
Q2 | $7.91M | Sell |
127,337
-2,651
| -2% | -$166K | 0.37% | 60 |
|
|
2016
Q1 | $7.7M | Sell |
129,988
-19,844
| -13% | -$1.16M | 0.39% | 59 |
|
|
2015
Q4 | $9.89M | Buy |
149,832
+27,600
| +23% | +$1.8M | 0.49% | 53 |
|
|
2015
Q3 | $7.45M | Sell |
122,232
-390
| -0.3% | -$25.5K | 0.37% | 61 |
|
|
2015
Q2 | $8.31M | Buy |
122,622
+35,242
| +40% | +$2.3M | 0.37% | 58 |
|
|
2015
Q1 | $5.29M | Sell |
87,380
-4,615
| -5% | -$273K | 0.23% | 66 |
|
|
2014
Q4 | $5.76M | Buy |
91,995
+2,395
| +3% | +$144K | 0.26% | 66 |
|
|
2014
Q3 | $5.4M | Buy |
89,600
+130
| +0.1% | +$7.6K | 0.24% | 68 |
|
|
2014
Q2 | $5.16M | Buy |
89,470
+1,670
| +2% | +$93.9K | 0.22% | 69 |
|
|
2014
Q1 | $5.33M | Sell |
87,800
-750
| -0.8% | -$43.3K | 0.24% | 65 |
|
|
2013
Q4 | $5.18M | Sell |
88,550
-2,265
| -2% | -$124K | 0.19% | 90 |
|
|
2013
Q3 | $4.69M | Sell |
90,815
-8,302
| -8% | -$445K | 0.18% | 92 |
|
|
2013
Q2 | $5.23M | Buy |
+99,117
| New | +$5.04M | 0.19% | 95 |
|
Other funds holding JPM
VCM
VPM
Klingenstein Fields & Co's JPM Position: Q1 2026 in Review
Klingenstein Fields & Co reduced its JPMorgan Chase (JPM) stake by 0.92% in Q1 2026, selling an estimated $544K and leaving 192,979 shares worth $56.8M. The position accounts for 2.24% of the portfolio, ranked #16.
Klingenstein Fields & Co first reported a position in JPM in Q2 2013 and has held it in 52 quarters since. The position peaked at $62.8M in Q4 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.
- Klingenstein Fields & Co held 192,979 shares of JPMorgan Chase worth $56.8M as of Q1 2026.
- Klingenstein Fields & Co sold 1,794 JPMorgan Chase shares in Q1 2026, an estimated $544K.
- JPMorgan Chase made up 2.24% of Klingenstein Fields & Co's portfolio in Q1 2026, its #16 holding.
- Klingenstein Fields & Co first reported a position in JPMorgan Chase in Q2 2013 and has held it in 52 quarters since.
- Klingenstein Fields & Co's JPMorgan Chase position peaked at $62.8M in Q4 2025.
- 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.
Based on Klingenstein Fields & Co's 13F filing for Q1 2026, filed 13 May 2026.