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	$20.7M	Buy	+70,512	New	+$21.4M	0.9%	27

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

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.