Manchester Capital Management’s JPMorgan Chase JPM Stock Holding History

Manchester 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	$3.87M	Sell	13,160 -691	-5%	-$210K	0.56%	28
2025 Q4	$4.46M	Buy	13,851 +1,916	+16%	+$593K	0.61%	26
2025 Q3	$3.76M	Sell	11,935 -4,972	-29%	-$1.48M	0.51%	29
2025 Q2	$4.9M	Sell	16,907 -559	-3%	-$143K	0.64%	25
2025 Q1	$4.28M	Buy	17,466 +801	+5%	+$204K	0.53%	36
2024 Q4	$3.99M	Sell	16,665 -3,537	-18%	-$824K	0.46%	40
2024 Q3	$4.26M	Sell	20,202 -11	-0.1%	-$2.32K	0.5%	37
2024 Q2	$4.09M	Buy	20,213 +99	+0.5%	+$19.4K	0.49%	38
2024 Q1	$4.03M	Buy	20,114 +4,864	+32%	+$878K	0.49%	36
2023 Q4	$2.59M	Buy	15,250 +87	+0.6%	+$13.2K	0.35%	44
2023 Q3	$2.2M	Buy	15,163 +577	+4%	+$86.5K	0.33%	47
2023 Q2	$2.12M	Buy	14,586 +976	+7%	+$134K	0.28%	54
2023 Q1	$1.77M	Buy	13,610 +962	+8%	+$132K	0.23%	61
2022 Q4	$1.7M	Sell	12,648 -3,024	-19%	-$383K	0.25%	58
2022 Q3	$1.64M	Buy	15,672 +630	+4%	+$72.3K	0.29%	52
2022 Q2	$1.69M	Sell	15,042 -656	-4%	-$81.3K	0.29%	54
2022 Q1	$2.14M	Sell	15,698 -796	-5%	-$117K	0.31%	46
2021 Q4	$2.61M	Sell	16,494 -7,185	-30%	-$1.18M	0.34%	39
2021 Q3	$3.88M	Buy	23,679 +1,942	+9%	+$304K	0.53%	25
2021 Q2	$3.38M	Sell	21,737 -57	-0.3%	-$8.95K	0.47%	28
2021 Q1	$3.32M	Buy	21,794 +1,412	+7%	+$203K	0.49%	28
2020 Q4	$2.59M	Sell	20,382 -3,175	-13%	-$355K	0.4%	35
2020 Q3	$2.27M	Sell	23,557 -6,538	-22%	-$642K	0.35%	41
2020 Q2	$2.83M	Buy	30,095 +3,880	+15%	+$368K	0.39%	34
2020 Q1	$2.36M	Buy	26,215 +180	+0.7%	+$21.9K	0.38%	34
2019 Q4	$3.63M	Buy	26,035 +800	+3%	+$103K	0.4%	35
2019 Q3	$2.97M	Sell	25,235 -889	-3%	-$101K	0.35%	38
2019 Q2	$2.92M	Sell	26,124 -70	-0.3%	-$7.72K	0.37%	37
2019 Q1	$2.65M	Buy	26,194 +2,322	+10%	+$239K	0.34%	37
2018 Q4	$2.49M	Buy	23,872 +48	+0.2%	+$5.11K	0.38%	27
2018 Q3	$2.69M	Sell	23,824 -48	-0.2%	-$5.45K	0.38%	26
2018 Q2	$2.49M	Buy	23,872 +6,234	+35%	+$684K	0.38%	27
2018 Q1	$1.94M	Buy	17,638 +4,010	+29%	+$454K	0.31%	31
2017 Q4	$1.46M	Buy	13,628 +5,570	+69%	+$564K	0.22%	44
2017 Q3	$770K	Sell	8,058 -5,341	-40%	-$493K	0.12%	86
2017 Q2	$1.23M	Buy	13,399 +350	+3%	+$30.2K	0.19%	45
2017 Q1	$1.15M	Sell	13,049 -491	-4%	-$43.3K	0.18%	49
2016 Q4	$1.17M	Sell	13,540 -52	-0.4%	-$3.96K	0.18%	46
2016 Q3	$905K	Sell	13,592 -3,189	-19%	-$208K	0.14%	67
2016 Q2	$1.04M	Sell	16,781 -190	-1%	-$11.9K	0.15%	63
2016 Q1	$1M	Sell	16,971 -987	-5%	-$57.6K	0.14%	69
2015 Q4	$1.19M	Buy	17,958 +3,300	+23%	+$215K	0.17%	59
2015 Q3	$894K	Hold	14,658	–	–	0.15%	56
2015 Q2	$993K	Sell	14,658 -270	-2%	-$17.6K	0.16%	56
2015 Q1	$904K	Sell	14,928 -8,986	-38%	-$532K	0.14%	60
2014 Q4	$1.5M	Sell	23,914 -600	-2%	-$36.1K	0.19%	47
2014 Q3	$1.48M	Sell	24,514 -4,493	-15%	-$263K	0.2%	45
2014 Q2	$1.67M	Buy	29,007 +8,153	+39%	+$458K	0.22%	45
2014 Q1	$1.27M	Buy	20,854 +470	+2%	+$27.2K	0.2%	55
2013 Q4	$1.19M	Sell	20,384 -595	-3%	-$32.6K	0.19%	60
2013 Q3	$1.08M	Sell	20,979 -318	-1%	-$17.1K	0.19%	56
2013 Q2	$1.12M	Buy	+21,297	New	+$1.08M	0.21%	52

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

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

Manchester Capital Management reduced its JPMorgan Chase (JPM) stake by 5% in Q1 2026, selling an estimated $210K and leaving 13,160 shares worth $3.87M. The position accounts for 0.56% of the portfolio, ranked #28.

Manchester Capital Management first reported a position in JPM in Q2 2013 and has held it in 52 quarters since. The position peaked at $4.9M in Q2 2025. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Manchester Capital Management held 13,160 shares of JPMorgan Chase worth $3.87M as of Q1 2026.
Manchester Capital Management sold 691 JPMorgan Chase shares in Q1 2026, an estimated $210K.
JPMorgan Chase made up 0.56% of Manchester Capital Management's portfolio in Q1 2026, its #28 holding.
Manchester Capital Management first reported a position in JPMorgan Chase in Q2 2013 and has held it in 52 quarters since.
Manchester Capital Management's JPMorgan Chase position peaked at $4.9M in Q2 2025.
5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Manchester Capital Management's 13F filing for Q1 2026, filed 11 May 2026.