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Little House Capital’s JPMorgan Chase JPM Stock Holding History

Little House Capital’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 		$9.24M Buy
31,396
+2,572
+9% +$781K 2.38% 14
2025
Q4 		$9.29M Buy
28,824
+802
+3% +$248K 2.33% 14
2025
Q3 		$8.84M Buy
28,022
+202
+0.7% +$60.1K 2.03% 15
2025
Q2 		$8.07M Sell
27,820
-5,355
-16% -$1.37M 2.02% 15
2025
Q1 		$8.14M Buy
33,175
+568
+2% +$145K 2.24% 11
2024
Q4 		$7.82M Sell
32,607
-571
-2% -$133K 2.23% 13
2024
Q3 		$7M Sell
33,178
-5,450
-14% -$1.15M 2.01% 13
2024
Q2 		$7.81M Buy
38,628
+4,436
+13% +$867K 2.44% 12
2024
Q1 		$6.85M Buy
34,192
+2,821
+9% +$509K 2.27% 11
2023
Q4 		$5.34M Buy
31,371
+67
+0.2% +$10.2K 1.95% 14
2023
Q3 		$4.54M Buy
31,304
+4,469
+17% +$670K 1.86% 15
2023
Q2 		$3.9M Buy
26,835
+914
+4% +$126K 1.66% 15
2023
Q1 		$3.38M Buy
25,921
+5,294
+26% +$725K 1.59% 18
2022
Q4 		$2.77M Sell
20,627
-4,933
-19% -$625K 1.37% 21
2022
Q3 		$2.67M Buy
25,560
+3,618
+16% +$415K 1.42% 20
2022
Q2 		$2.47M Sell
21,942
-182
-0.8% -$22.5K 1.33% 23
2022
Q1 		$3.02M Buy
22,124
+986
+5% +$146K 1.54% 13
2021
Q4 		$3.35M Buy
21,138
+24
+0.1% +$3.94K 1.77% 9
2021
Q3 		$3.46M Sell
21,114
-4,851
-19% -$761K 2.03% 7
2021
Q2 		$4.04M Sell
25,965
-13,292
-34% -$2.09M 2.18% 6
2021
Q1 		$5.98M Buy
39,257
+15,285
+64% +$2.2M 2.11% 13
2020
Q4 		$3.05M Sell
23,972
-1,852
-7% -$207K 2.25% 7
2020
Q3 		$2.49M Buy
25,824
+482
+2% +$47.3K 2.07% 9
2020
Q2 		$2.38M Buy
25,342
+76
+0.3% +$7.21K 2.2% 8
2020
Q1 		$2.27M Buy
25,266
+2,254
+10% +$274K 2.48% 9
2019
Q4 		$3.21M Sell
23,012
-3,596
-14% -$461K 2.77% 3
2019
Q3 		$3.13M Buy
+26,608
New +$3.01M 2.37% 11
2019
Q2 		– Sell
-24,945
Closed -$2.52M – 196
2019
Q1 		$2.52M Buy
24,945
+2,610
+12% +$269K 1.89% 14
2018
Q4 		$2.18M Buy
+22,335
New +$2.38M 2.1% 12

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

Little House Capital's JPM Position: Q1 2026 in Review

Little House Capital increased its JPMorgan Chase (JPM) stake by 8.9% in Q1 2026, buying an estimated $781K and bringing the position to 31,396 shares worth $9.24M. The position accounts for 2.38% of the portfolio, ranked #14.

Little House Capital first reported a position in JPM in Q4 2018 and has held it in 29 quarters since. The position peaked at $9.29M in Q4 2025. 5,053 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Little House Capital held 31,396 shares of JPMorgan Chase worth $9.24M as of Q1 2026.
  • Little House Capital bought 2,572 JPMorgan Chase shares in Q1 2026, an estimated $781K.
  • JPMorgan Chase made up 2.38% of Little House Capital's portfolio in Q1 2026, its #14 holding.
  • Little House Capital first reported a position in JPMorgan Chase in Q4 2018 and has held it in 29 quarters since.
  • Little House Capital's JPMorgan Chase position peaked at $9.29M in Q4 2025.
  • 5,053 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Little House Capital's 13F filing for Q1 2026, filed 7 May 2026.