Kovitz Investment Group Partners’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 | $25.3M | Buy |
86,090
+4,108
| +5% | +$1.25M | 0.59% | 41 |
|
|
2025
Q4 | $26.4M | Sell |
81,982
-554,932
| -87% | -$172M | 0.58% | 38 |
|
|
2025
Q3 | $201M | Buy |
636,914
+3,291
| +0.5% | +$979K | 0.78% | 24 |
|
|
2025
Q2 | $184M | Buy |
633,623
+101,177
| +19% | +$25.8M | 0.79% | 27 |
|
|
2025
Q1 | $131M | Sell |
532,446
-317,541
| -37% | -$81M | 0.66% | 39 |
|
|
2024
Q4 | $204M | Buy |
849,987
+39,178
| +5% | +$9.13M | 1% | 21 |
|
|
2024
Q3 | $161M | Sell |
810,809
-114,644
| -12% | -$24.1M | 1.15% | 14 |
|
|
2024
Q2 | $187M | Buy |
925,453
+76,559
| +9% | +$15M | 1.6% | 10 |
|
|
2024
Q1 | $170M | Buy |
848,894
+18,027
| +2% | +$3.25M | 2.16% | 6 |
|
|
2023
Q4 | $141M | Sell |
830,867
-10,811
| -1% | -$1.64M | 2.34% | 10 |
|
|
2023
Q3 | $122M | Sell |
841,678
-200,701
| -19% | -$30.1M | 2.19% | 12 |
|
|
2023
Q2 | $152M | Buy |
1,042,379
+32,462
| +3% | +$4.46M | 2.22% | 11 |
|
|
2023
Q1 | $132M | Buy |
1,009,917
+35,377
| +4% | +$4.85M | 2.28% | 5 |
|
|
2022
Q4 | $131M | Sell |
974,540
-19,990
| -2% | -$2.53M | 2.58% | 5 |
|
|
2022
Q3 | $104M | Buy |
994,530
+350,726
| +54% | +$40.2M | 2.4% | 7 |
|
|
2022
Q2 | $72.5M | Buy |
643,804
+29,185
| +5% | +$3.62M | 1.61% | 18 |
|
|
2022
Q1 | $83.8M | Buy |
614,619
+10,260
| +2% | +$1.51M | 1.6% | 17 |
|
|
2021
Q4 | $79.1M | Buy |
604,359
+9,641
| +2% | +$1.58M | 1.86% | 15 |
|
|
2021
Q3 | $97.3M | Sell |
594,718
-2,231
| -0.4% | -$350K | 1.94% | 14 |
|
|
2021
Q2 | $92.8M | Buy |
596,949
+47,069
| +9% | +$7.39M | 1.83% | 16 |
|
|
2021
Q1 | $83.7M | Sell |
549,880
-52,089
| -9% | -$7.49M | 1.95% | 13 |
|
|
2020
Q4 | $76.5M | Sell |
601,969
-6,669
| -1% | -$745K | 1.86% | 17 |
|
|
2020
Q3 | $58.6M | Buy |
608,638
+124,866
| +26% | +$12.3M | 1.64% | 20 |
|
|
2020
Q2 | $45.5M | Buy |
483,772
+5,487
| +1% | +$521K | 1.41% | 25 |
|
|
2020
Q1 | $43.1M | Buy |
478,285
+8,532
| +2% | +$1.04M | 1.55% | 19 |
|
|
2019
Q4 | $65.5M | Sell |
469,753
-2,323
| -0.5% | -$298K | 1.91% | 15 |
|
|
2019
Q3 | $55.6M | Sell |
472,076
-181,682
| -28% | -$20.5M | 1.77% | 15 |
|
|
2019
Q2 | $73.1M | Sell |
653,758
-83,401
| -11% | -$9.2M | 2.31% | 12 |
|
|
2019
Q1 | $74.6M | Buy |
737,159
+25,759
| +4% | +$2.65M | 2.36% | 10 |
|
|
2018
Q4 | $69.4M | Buy |
711,400
+108,399
| +18% | +$11.5M | 2.75% | 8 |
|
|
2018
Q3 | $68M | Sell |
603,001
-10,872
| -2% | -$1.23M | 3.09% | 9 |
|
|
2018
Q2 | $64M | Sell |
613,873
-46,354
| -7% | -$5.09M | 2.98% | 13 |
|
|
2018
Q1 | $72.6M | Sell |
660,227
-188,738
| -22% | -$21.4M | 3.5% | 5 |
|
|
2017
Q4 | $90.8K | Sell |
848,965
-57,464
| -6% | -$5.82M | 3.89% | 5 |
|
|
2017
Q3 | $86.6M | Sell |
906,429
-23,146
| -2% | -$2.13M | 4.31% | 4 |
|
|
2017
Q2 | $85M | Sell |
929,575
-9,033
| -1% | -$779K | 4.52% | 4 |
|
|
2017
Q1 | $82.4M | Buy |
938,608
+2,444
| +0.3% | +$216K | 4.53% | 4 |
|
|
2016
Q4 | $80.8M | Sell |
936,164
-18,031
| -2% | -$1.37M | 4.7% | 4 |
|
|
2016
Q3 | $63.5M | Sell |
954,195
-18,509
| -2% | -$1.21M | 3.91% | 6 |
|
|
2016
Q2 | $56M | Sell |
972,704
-63,053
| -6% | -$3.94M | 3.89% | 5 |
|
|
2016
Q1 | $61.3M | Buy |
+1,035,757
| New | +$60.5M | 3.62% | 7 |
|
Other funds holding JPM
VCM
VPM
Kovitz Investment Group Partners's JPM Position: Q1 2026 in Review
Kovitz Investment Group Partners increased its JPMorgan Chase (JPM) stake by 5% in Q1 2026, buying an estimated $1.25M and bringing the position to 86,090 shares worth $25.3M. The position accounts for 0.59% of the portfolio, ranked #41.
Kovitz Investment Group Partners first reported a position in JPM in Q1 2016 and has held it in 41 quarters since. The position peaked at $204M in Q4 2024. 5,057 funds tracked by Wall St. Rank hold JPM as of Q1 2026.
- Kovitz Investment Group Partners held 86,090 shares of JPMorgan Chase worth $25.3M as of Q1 2026.
- Kovitz Investment Group Partners bought 4,108 JPMorgan Chase shares in Q1 2026, an estimated $1.25M.
- JPMorgan Chase made up 0.59% of Kovitz Investment Group Partners's portfolio in Q1 2026, its #41 holding.
- Kovitz Investment Group Partners first reported a position in JPMorgan Chase in Q1 2016 and has held it in 41 quarters since.
- Kovitz Investment Group Partners's JPMorgan Chase position peaked at $204M in Q4 2024.
- 5,057 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.
Based on Kovitz Investment Group Partners's 13F filing for Q1 2026, filed 13 May 2026.