Kurt F. Somerville’s JPMorgan Chase JPM Stock Holding History

Kurt F. Somerville’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	$509K	Sell	1,731 -582	-25%	-$177K	0.13%	63
2025 Q4	$745K	Sell	2,313 -82	-3%	-$25.4K	0.13%	60
2025 Q3	$755K	Buy	2,395 +400	+20%	+$119K	0.12%	61
2025 Q2	$578K	Hold	1,995	–	–	0.1%	68
2025 Q1	$489K	Hold	1,995	–	–	0.09%	70
2024 Q4	$478K	Hold	1,995	–	–	0.08%	68
2024 Q3	$421K	Buy	1,995 +46	+2%	+$9.69K	0.07%	76
2024 Q2	$394K	Hold	1,949	–	–	0.07%	77
2024 Q1	$390K	Sell	1,949 -345	-15%	-$62.3K	0.07%	77
2023 Q4	$390K	Hold	2,294	–	–	0.07%	75
2023 Q3	$333K	Buy	2,294 +264	+13%	+$39.6K	0.07%	82
2023 Q2	$295K	Hold	2,030	–	–	0.06%	88
2023 Q1	$265K	Hold	2,030	–	–	0.05%	96
2022 Q4	$272K	Sell	2,030 -186	-8%	-$23.6K	0.05%	96
2022 Q3	$231K	Hold	2,216	–	–	0.05%	107
2022 Q2	$249K	Buy	2,216 +500	+29%	+$61.9K	0.05%	104
2022 Q1	$234K	Sell	1,716 -19	-1%	-$2.81K	0.04%	115
2021 Q4	$275K	Buy	1,735 +300	+21%	+$49.3K	0.04%	115
2021 Q3	$235K	Sell	1,435 -366	-20%	-$57.4K	0.04%	110
2021 Q2	$280K	Buy	1,801 +200	+12%	+$31.4K	0.04%	103
2021 Q1	$243K	Buy	+1,601	New	+$230K	0.04%	104
2020 Q3	–	Sell	-2,435	Closed	-$229K	–	109
2020 Q2	$229K	Hold	2,435	–	–	0.04%	109
2020 Q1	$219K	Buy	2,435 +1,000	+70%	+$121K	0.05%	101
2019 Q4	$200K	Buy	+1,435	New	+$184K	0.04%	96
2017 Q3	–	Sell	-2,435	Closed	-$222K	–	108
2017 Q2	$222K	Sell	2,435 -1,000	-29%	-$86.3K	0.05%	99
2017 Q1	$302K	Hold	3,435	–	–	0.06%	90
2016 Q4	$297K	Hold	3,435	–	–	0.07%	94
2016 Q3	$229K	Hold	3,435	–	–	0.05%	101
2016 Q2	$213K	Hold	3,435	–	–	0.05%	104
2016 Q1	$203K	Sell	3,435 -1,000	-23%	-$58.4K	0.05%	108
2015 Q4	$293K	Sell	4,435 -400	-8%	-$26K	0.07%	104
2015 Q3	$294K	Sell	4,835 -255	-5%	-$16.7K	0.07%	102
2015 Q2	$345K	Sell	5,090 -2,000	-28%	-$131K	0.08%	91
2015 Q1	$429K	Sell	7,090 -1,470	-17%	-$87.1K	0.1%	87
2014 Q4	$536K	Buy	8,560 +3,160	+59%	+$190K	0.13%	82
2014 Q3	$325K	Hold	5,400	–	–	0.13%	84
2014 Q2	$311K	Hold	5,400	–	–	0.12%	87
2014 Q1	$328K	Sell	5,400 -1,000	-16%	-$57.8K	0.13%	83
2013 Q4	$374K	Hold	6,400	–	–	0.14%	84
2013 Q3	$331K	Sell	6,400 -4,000	-38%	-$215K	0.13%	84
2013 Q2	$549K	Buy	+10,400	New	+$529K	0.23%	67

Other funds holding JPM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Kurt F. Somerville's JPM Position: Q1 2026 in Review

Kurt F. Somerville reduced its JPMorgan Chase (JPM) stake by 25% in Q1 2026, selling an estimated $177K and leaving 1,731 shares worth $509K. The position accounts for 0.13% of the portfolio, ranked #63.

Kurt F. Somerville first reported a position in JPM in Q2 2013 and has held it in 41 quarters since. The position peaked at $755K in Q3 2025. 5,053 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Kurt F. Somerville held 1,731 shares of JPMorgan Chase worth $509K as of Q1 2026.
Kurt F. Somerville sold 582 JPMorgan Chase shares in Q1 2026, an estimated $177K.
JPMorgan Chase made up 0.13% of Kurt F. Somerville's portfolio in Q1 2026, its #63 holding.
Kurt F. Somerville first reported a position in JPMorgan Chase in Q2 2013 and has held it in 41 quarters since.
Kurt F. Somerville's JPMorgan Chase position peaked at $755K in Q3 2025.
5,053 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Kurt F. Somerville's 13F filing for Q1 2026, filed 8 May 2026.