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Logan Capital Management’s JPMorgan Chase JPM Stock Holding History

Logan Capital 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 		– Sell
-70,963
Closed -$21.5M – 398
2025
Q4 		$22.9M Sell
70,963
-6,360
-8% -$1.97M 0.96% 21
2025
Q3 		$24.4M Sell
77,323
-1,740
-2% -$517K 1.03% 21
2025
Q2 		$22.9M Sell
79,063
-8,192
-9% -$2.09M 1.07% 19
2025
Q1 		$21.4M Sell
87,255
-24,031
-22% -$6.13M 0.97% 22
2024
Q4 		$26.7M Sell
111,286
-1,000
-0.9% -$233K 1.12% 18
2024
Q3 		$23.7M Sell
112,286
-16,621
-13% -$3.5M 0.98% 23
2024
Q2 		$26.1M Sell
128,907
-2,668
-2% -$522K 1.12% 19
2024
Q1 		$26.4M Sell
131,575
-6,738
-5% -$1.22M 1.13% 16
2023
Q4 		$23.5M Sell
138,313
-1,684
-1% -$255K 1.1% 16
2023
Q3 		$20.3M Sell
139,997
-14,496
-9% -$2.17M 1.03% 20
2023
Q2 		$22.5M Buy
154,493
+8,549
+6% +$1.18M 1.08% 18
2023
Q1 		$19M Sell
145,944
-24,294
-14% -$3.33M 0.92% 25
2022
Q4 		$22.8M Buy
170,238
+27,060
+19% +$3.43M 1.17% 15
2022
Q3 		$15M Sell
143,178
-1,324
-0.9% -$152K 0.9% 30
2022
Q2 		$16.3M Buy
144,502
+12,117
+9% +$1.5M 0.94% 29
2022
Q1 		$18M Sell
132,385
-98
-0.1% -$14.5K 0.87% 29
2021
Q4 		$21M Sell
132,483
-5,182
-4% -$851K 0.91% 27
2021
Q3 		$22.5M Sell
137,665
-10,069
-7% -$1.58M 1.05% 23
2021
Q2 		$23M Sell
147,734
-1,526
-1% -$240K 1.07% 24
2021
Q1 		$22.7M Sell
149,260
-15,461
-9% -$2.22M 1.14% 21
2020
Q4 		$20.9M Sell
164,721
-5,795
-3% -$648K 1.05% 23
2020
Q3 		$16.4M Sell
170,516
-19,269
-10% -$1.89M 0.89% 27
2020
Q2 		$17.9M Buy
189,785
+32,546
+21% +$3.09M 1.03% 25
2020
Q1 		$14.2M Sell
157,239
-15,134
-9% -$1.84M 0.99% 30
2019
Q4 		$24M Sell
172,373
-8,264
-5% -$1.06M 1.31% 17
2019
Q3 		$21.3M Buy
180,637
+901
+0.5% +$102K 1.25% 19
2019
Q2 		$20.1M Buy
179,736
+11,647
+7% +$1.28M 1.18% 22
2019
Q1 		$17M Buy
168,089
+68,070
+68% +$7.01M 1.05% 29
2018
Q4 		$9.76M Buy
100,019
+87,165
+678% +$9.29M 0.77% 40
2018
Q3 		$1.45M Buy
12,854
+134
+1% +$15.2K 0.1% 143
2018
Q2 		$1.32M Buy
12,720
+891
+8% +$97.7K 0.09% 143
2018
Q1 		$1.3M Buy
11,829
+408
+4% +$46.2K 0.09% 137
2017
Q4 		$1.22M Buy
11,421
+474
+4% +$48K 0.09% 145
2017
Q3 		$1.05M Buy
10,947
+1,905
+21% +$176K 0.07% 158
2017
Q2 		$826K Buy
9,042
+775
+9% +$66.9K 0.06% 180
2017
Q1 		$726K Sell
8,267
-4,206
-34% -$371K 0.06% 191
2016
Q4 		$1.08M Buy
12,473
+4,792
+62% +$365K 0.09% 148
2016
Q3 		$511K Buy
7,681
+966
+14% +$63K 0.04% 218
2016
Q2 		$417K Sell
6,715
-17,100
-72% -$1.07M 0.04% 229
2016
Q1 		$1.41M Sell
23,815
-654
-3% -$38.2K 0.11% 130
2015
Q4 		$1.62M Sell
24,469
-21
-0.1% -$1.37K 0.13% 121
2015
Q3 		$1.49M Buy
24,490
+25
+0.1% +$1.64K 0.12% 121
2015
Q2 		$1.66M Buy
24,465
+1,104
+5% +$72.1K 0.12% 125
2015
Q1 		$1.42M Sell
23,361
-370
-2% -$21.9K 0.1% 125
2014
Q4 		$1.49M Sell
23,731
-802
-3% -$48.3K 0.11% 127
2014
Q3 		$1.48M Buy
24,533
+250
+1% +$14.6K 0.11% 117
2014
Q2 		$1.4M Buy
24,283
+420
+2% +$23.6K 0.1% 121
2014
Q1 		$1.45M Buy
23,863
+152
+0.6% +$8.78K 0.1% 118
2013
Q4 		$1.39M Sell
23,711
-2,375
-9% -$130K 0.1% 122
2013
Q3 		$1.35M Buy
26,086
+254
+1% +$13.6K 0.1% 122
2013
Q2 		$923K Buy
+25,832
New +$1.31M 0.07% 146

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

Logan Capital Management's JPM Position: Q1 2026 in Review

Logan Capital Management sold out of JPMorgan Chase (JPM) in Q1 2026, closing a stake of 70,963 shares — an estimated $21.5M sold.

Logan Capital Management first reported a position in JPM in Q2 2013 and held it in 51 quarters. The position peaked at $26.7M in Q4 2024. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Logan Capital Management reported no remaining JPMorgan Chase position as of Q1 2026 after selling out during the quarter.
  • Logan Capital Management sold 70,963 JPMorgan Chase shares in Q1 2026, an estimated $21.5M.
  • Logan Capital Management first reported a position in JPMorgan Chase in Q2 2013 and held it in 51 quarters.
  • Logan Capital Management's JPMorgan Chase position peaked at $26.7M in Q4 2024.
  • 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Logan Capital Management's 13F filing for Q1 2026, filed 8 May 2026.