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Liberty One Investment Management’s JPMorgan Chase JPM Stock Holding History

Liberty One Investment Management’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 		$5.27M Buy
17,904
+3,967
+28% +$1.2M 0.54% 58
2025
Q4 		$4.49M Sell
13,937
-12,212
-47% -$3.78M 0.57% 42
2025
Q3 		$8.25M Buy
26,149
+6,136
+31% +$1.82M 0.46% 35
2025
Q2 		$5.8M Sell
20,013
-2,496
-11% -$637K 0.59% 36
2025
Q1 		$5.52M Buy
22,509
+133
+0.6% +$33.9K 0.56% 39
2024
Q4 		$5.36M Buy
22,376
+709
+3% +$165K 0.58% 39
2024
Q3 		$4.57M Buy
21,667
+942
+5% +$198K 0.47% 49
2024
Q2 		$4.19M Sell
20,725
-1,581
-7% -$309K 0.47% 42
2024
Q1 		$4.47M Buy
22,306
+781
+4% +$141K 0.51% 37
2023
Q4 		$3.66M Buy
21,525
+941
+5% +$143K 0.45% 39
2023
Q3 		$2.99M Buy
20,584
+848
+4% +$127K 0.43% 40
2023
Q2 		$2.87M Buy
19,736
+749
+4% +$103K 0.37% 39
2023
Q1 		$2.47M Buy
18,987
+1,665
+10% +$228K 0.34% 47
2022
Q4 		$2.32M Buy
17,322
+1,291
+8% +$164K 0.33% 52
2022
Q3 		$1.68M Buy
16,031
+3,495
+28% +$401K 0.28% 66
2022
Q2 		$1.95M Sell
12,536
-739
-6% -$91.6K 0.33% 46
2022
Q1 		$1.81M Buy
13,275
+676
+5% +$99.8K 0.27% 68
2021
Q4 		$2M Buy
12,599
+317
+3% +$52.1K 0.3% 58
2021
Q3 		$2.01M Sell
12,282
-254
-2% -$39.8K 0.34% 43
2021
Q2 		$1.95M Buy
12,536
+99
+0.8% +$15.5K 0.33% 46
2021
Q1 		$1.89M Buy
12,437
+165
+1% +$23.7K 0.34% 44
2020
Q4 		$1.56M Buy
12,272
+901
+8% +$101K 0.29% 49
2020
Q3 		$1.09M Buy
11,371
+775
+7% +$76.1K 0.22% 65
2020
Q2 		$997K Buy
10,596
+451
+4% +$42.8K 0.22% 65
2020
Q1 		$913K Buy
10,145
+276
+3% +$33.5K 0.24% 61
2019
Q4 		$1.38M Buy
+9,869
New +$1.27M 0.3% 42

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

Liberty One Investment Management's JPM Position: Q1 2026 in Review

Liberty One Investment Management increased its JPMorgan Chase (JPM) stake by 28% in Q1 2026, buying an estimated $1.2M and bringing the position to 17,904 shares worth $5.27M. The position accounts for 0.54% of the portfolio, ranked #58.

Liberty One Investment Management first reported a position in JPM in Q4 2019 and has held it in 26 quarters since. The position peaked at $8.25M in Q3 2025. 5,057 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Liberty One Investment Management held 17,904 shares of JPMorgan Chase worth $5.27M as of Q1 2026.
  • Liberty One Investment Management bought 3,967 JPMorgan Chase shares in Q1 2026, an estimated $1.2M.
  • JPMorgan Chase made up 0.54% of Liberty One Investment Management's portfolio in Q1 2026, its #58 holding.
  • Liberty One Investment Management first reported a position in JPMorgan Chase in Q4 2019 and has held it in 26 quarters since.
  • Liberty One Investment Management's JPMorgan Chase position peaked at $8.25M in Q3 2025.
  • 5,057 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Liberty One Investment Management's 13F filing for Q1 2026, filed 14 May 2026.