Machina Capital’s JPMorgan Chase JPM Stock Holding History

Machina 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	$2.63M	Buy	+8,956	New	+$2.72M	0.52%	61
2025 Q4	–	Sell	-1,393	Closed	-$439K	–	384
2025 Q3	$439K	Buy	+1,393	New	+$414K	0.08%	252
2024 Q2	–	Sell	-8,021	Closed	-$1.61M	–	310
2024 Q1	$1.61M	Buy	8,021 +5,641	+237%	+$1.02M	0.85%	24
2023 Q4	$405K	Buy	+2,380	New	+$361K	0.26%	147
2023 Q2	–	Sell	-931	Closed	-$121K	–	397
2023 Q1	$121K	Buy	+931	New	+$128K	0.11%	251
2022 Q3	–	Sell	-4,035	Closed	-$454K	–	175
2022 Q2	$454K	Buy	+4,035	New	+$500K	1.02%	30
2021 Q2	–	Sell	-3,300	Closed	-$502K	–	166
2021 Q1	$502K	Buy	+3,300	New	+$475K	5.71%	1
2019 Q3	–	Sell	-10,714	Closed	-$1.19M	–	405
2019 Q2	$1.19M	Buy	+10,714	New	+$1.18M	0.44%	74
2019 Q1	–	Sell	-14,885	Closed	-$1.45M	–	512
2018 Q4	$1.45M	Buy	+14,885	New	+$1.59M	0.96%	13

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

Machina Capital's JPM Position: Q1 2026 in Review

Machina Capital opened a new position in JPMorgan Chase (JPM) in Q1 2026: 8,956 shares worth $2.63M. The stake represents 0.52% of the portfolio and ranks #61 among its holdings. This is a return to the name: Machina Capital previously reported a position in JPM as recently as Q3 2025.

Machina Capital first reported a position in JPM in Q4 2018 and has held it in 9 quarters since. 5,053 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Machina Capital held 8,956 shares of JPMorgan Chase worth $2.63M as of Q1 2026.
JPMorgan Chase was a new Machina Capital position in Q1 2026.
JPMorgan Chase made up 0.52% of Machina Capital's portfolio in Q1 2026, its #61 holding.
Machina Capital first reported a position in JPMorgan Chase in Q4 2018 and has held it in 9 quarters since.
5,053 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Machina Capital's 13F filing for Q1 2026, filed 13 May 2026.