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Leuthold Group’s JPMorgan Chase JPM Stock Holding History

Leuthold Group’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 		$9.63M Buy
32,725
+537
+2% +$163K 1.03% 24
2025
Q4 		$10.4M Buy
32,188
+225
+0.7% +$69.7K 1.12% 21
2025
Q3 		$10.1M Buy
31,963
+1,081
+4% +$322K 1.1% 23
2025
Q2 		$8.95M Sell
30,882
-516
-2% -$132K 1.07% 27
2025
Q1 		$7.7M Sell
31,398
-2,224
-7% -$567K 1% 30
2024
Q4 		$8.06M Sell
33,622
-1,216
-3% -$283K 0.97% 33
2024
Q3 		$7.35M Buy
34,838
+4,679
+16% +$986K 0.82% 43
2024
Q2 		$6.1M Buy
+30,159
New +$5.9M 0.71% 50
2022
Q1 		– Sell
-29,093
Closed -$4.61M – 212
2021
Q4 		$4.61M Sell
29,093
-520
-2% -$85.4K 0.54% 62
2021
Q3 		$4.85M Buy
+29,613
New +$4.64M 0.59% 56
2013
Q4 		– Sell
-51,853
Closed -$2.68M – 258
2013
Q3 		$2.68M Sell
51,853
-5,914
-10% -$317K 0.25% 118
2013
Q2 		$3.05M Buy
+57,767
New +$2.94M 0.28% 102

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

Leuthold Group's JPM Position: Q1 2026 in Review

Leuthold Group increased its JPMorgan Chase (JPM) stake by 1.7% in Q1 2026, buying an estimated $163K and bringing the position to 32,725 shares worth $9.63M. The position accounts for 1.03% of the portfolio, ranked #24.

Leuthold Group first reported a position in JPM in Q2 2013 and has held it in 12 quarters since. The position peaked at $10.4M in Q4 2025. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Leuthold Group held 32,725 shares of JPMorgan Chase worth $9.63M as of Q1 2026.
  • Leuthold Group bought 537 JPMorgan Chase shares in Q1 2026, an estimated $163K.
  • JPMorgan Chase made up 1.03% of Leuthold Group's portfolio in Q1 2026, its #24 holding.
  • Leuthold Group first reported a position in JPMorgan Chase in Q2 2013 and has held it in 12 quarters since.
  • Leuthold Group's JPMorgan Chase position peaked at $10.4M in Q4 2025.
  • 5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Leuthold Group's 13F filing for Q1 2026, filed 6 May 2026.