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Klingman & Associates’s JPMorgan Chase JPM Stock Holding History

Klingman & Associates’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$7.59M Sell
25,794
-2,609
-9% -$792K 0.36% 40
2025
Q4 		$9.15M Sell
28,403
-198
-0.7% -$61.3K 0.44% 38
2025
Q3 		$9.02M Buy
28,601
+7,939
+38% +$2.36M 0.46% 37
2025
Q2 		$5.99M Buy
20,662
+1,315
+7% +$336K 0.33% 42
2025
Q1 		$4.75M Buy
19,347
+1,248
+7% +$318K 0.29% 43
2024
Q4 		$4.34M Sell
18,099
-9,158
-34% -$2.13M 0.27% 44
2024
Q3 		$5.75M Buy
27,257
+2,725
+11% +$574K 0.36% 41
2024
Q2 		$4.96M Buy
24,532
+12,979
+112% +$2.54M 0.34% 40
2024
Q1 		$2.31M Buy
11,553
+184
+2% +$33.2K 0.16% 62
2023
Q4 		$1.93M Buy
11,369
+222
+2% +$33.6K 0.14% 65
2023
Q3 		$1.62M Sell
11,147
-3,221
-22% -$483K 0.13% 71
2023
Q2 		$2.09M Buy
14,368
+348
+2% +$47.9K 0.17% 58
2023
Q1 		$1.83M Buy
14,020
+40
+0.3% +$5.48K 0.16% 59
2022
Q4 		$1.87M Sell
13,980
-406
-3% -$51.4K 0.16% 57
2022
Q3 		$1.5M Buy
14,386
+731
+5% +$83.9K 0.15% 60
2022
Q2 		$1.54M Buy
13,655
+263
+2% +$32.6K 0.15% 60
2022
Q1 		$1.82M Buy
13,392
+2,313
+21% +$341K 0.16% 56
2021
Q4 		$1.75M Buy
11,079
+329
+3% +$54K 0.15% 56
2021
Q3 		$1.76M Sell
10,750
-259
-2% -$40.6K 0.16% 52
2021
Q2 		$1.71M Sell
11,009
-5,601
-34% -$880K 0.16% 52
2021
Q1 		$2.53M Buy
16,610
+888
+6% +$128K 0.26% 36
2020
Q4 		$2M Buy
15,722
+5,609
+55% +$627K 0.23% 41
2020
Q3 		$974K Buy
10,113
+2,897
+40% +$284K 0.13% 53
2020
Q2 		$679K Sell
7,216
-316
-4% -$30K 0.1% 63
2020
Q1 		$678K Sell
7,532
-837
-10% -$102K 0.14% 62
2019
Q4 		$1.17M Buy
8,369
+1,773
+27% +$227K 0.19% 47
2019
Q3 		$776K Buy
6,596
+60
+0.9% +$6.79K 0.14% 56
2019
Q2 		$731K Sell
6,536
-2,366
-27% -$261K 0.14% 58
2019
Q1 		$901K Buy
8,902
+2,700
+44% +$278K 0.18% 50
2018
Q4 		$605K Buy
6,202
+1,285
+26% +$137K 0.14% 56
2018
Q3 		$555K Buy
4,917
+126
+3% +$14.3K 0.11% 62
2018
Q2 		$499K Sell
4,791
-542
-10% -$59.5K 0.11% 63
2018
Q1 		$586K Buy
5,333
+542
+11% +$61.4K 0.13% 60
2017
Q4 		$512K Sell
4,791
-311
-6% -$31.5K 0.11% 67
2017
Q3 		$487K Sell
5,102
-111
-2% -$10.2K 0.12% 59
2017
Q2 		$476K Buy
5,213
+790
+18% +$68.2K 0.13% 58
2017
Q1 		$389K Sell
4,423
-3,254
-42% -$287K 0.11% 68
2016
Q4 		$662K Sell
7,677
-14,701
-66% -$1.12M 0.2% 45
2016
Q3 		$1.49M Buy
22,378
+300
+1% +$19.6K 0.45% 33
2016
Q2 		$1.37M Sell
22,078
-952
-4% -$59.5K 0.44% 33
2016
Q1 		$1.36M Hold
23,030
– – 0.49% 32
2015
Q4 		$1.52M Buy
23,030
+602
+3% +$39.2K 0.57% 29
2015
Q3 		$1.37M Sell
22,428
-126
-0.6% -$8.25K 0.54% 29
2015
Q2 		$1.53M Buy
22,554
+126
+0.6% +$8.23K 0.6% 27
2015
Q1 		$1.36M Hold
22,428
– – 0.56% 25
2014
Q4 		$1.4M Buy
+22,428
New +$1.35M 0.58% 27

Other funds holding JPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Klingman & Associates's JPM Position: Q1 2026 in Review

Klingman & Associates reduced its JPMorgan Chase (JPM) stake by 9.2% in Q1 2026, selling an estimated $792K and leaving 25,794 shares worth $7.59M. The position accounts for 0.36% of the portfolio, ranked #40.

Klingman & Associates first reported a position in JPM in Q4 2014 and has held it in 46 quarters since. The position peaked at $9.15M in Q4 2025. 5,053 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Klingman & Associates held 25,794 shares of JPMorgan Chase worth $7.59M as of Q1 2026.
  • Klingman & Associates sold 2,609 JPMorgan Chase shares in Q1 2026, an estimated $792K.
  • JPMorgan Chase made up 0.36% of Klingman & Associates's portfolio in Q1 2026, its #40 holding.
  • Klingman & Associates first reported a position in JPMorgan Chase in Q4 2014 and has held it in 46 quarters since.
  • Klingman & Associates's JPMorgan Chase position peaked at $9.15M in Q4 2025.
  • 5,053 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Klingman & Associates's 13F filing for Q1 2026, filed 14 May 2026.