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Marathon Capital Management’s JPMorgan Chase JPM Stock Holding History

Marathon 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 		$6.21M Sell
21,112
-87
-0.4% -$26.4K 1.39% 21
2025
Q4 		$6.83M Sell
21,199
-45
-0.2% -$13.9K 1.47% 18
2025
Q3 		$6.7M Sell
21,244
-32
-0.2% -$9.52K 1.53% 19
2025
Q2 		$6.17M Sell
21,276
-400
-2% -$102K 1.57% 19
2025
Q1 		$5.32M Sell
21,676
-62
-0.3% -$15.8K 1.42% 20
2024
Q4 		$5.21M Buy
21,738
+109
+0.5% +$25.4K 1.3% 21
2024
Q3 		$4.56M Hold
21,629
– – 1.11% 25
2024
Q2 		$4.37M Buy
21,629
+401
+2% +$78.4K 1.11% 20
2024
Q1 		$4.25M Sell
21,228
-175
-0.8% -$31.6K 1.01% 28
2023
Q4 		$3.64M Buy
21,403
+1,009
+5% +$153K 0.92% 31
2023
Q3 		$2.96M Buy
20,394
+335
+2% +$50.2K 0.74% 35
2023
Q2 		$2.92M Sell
20,059
-143
-0.7% -$19.7K 0.72% 36
2023
Q1 		$2.63M Buy
20,202
+16,482
+443% +$2.26M 0.65% 46
2022
Q4 		$499K Sell
3,720
-289
-7% -$36.6K 0.14% 93
2022
Q3 		$419K Buy
4,009
+3
+0.1% +$344 0.12% 103
2022
Q2 		$451K Buy
+4,006
New +$496K 0.15% 95
2022
Q1 		– Sell
-3,902
Closed -$618K – 129
2021
Q4 		$618K Sell
3,902
-896
-19% -$147K 0.14% 94
2021
Q3 		$786K Buy
4,798
+954
+25% +$150K 0.18% 82
2021
Q2 		$597K Buy
3,844
+244
+7% +$38.3K 0.14% 88
2021
Q1 		$548K Sell
3,600
-100
-3% -$14.4K 0.14% 84
2020
Q4 		$470K Buy
3,700
+18
+0.5% +$2.01K 0.14% 85
2020
Q3 		$354K Buy
3,682
+375
+11% +$36.8K 0.13% 94
2020
Q2 		$311K Buy
3,307
+232
+8% +$22K 0.12% 94
2020
Q1 		$276K Sell
3,075
-25
-0.8% -$3.04K 0.13% 89
2019
Q4 		$432K Buy
+3,100
New +$398K 0.15% 82

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

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

Marathon Capital Management reduced its JPMorgan Chase (JPM) stake by 0.41% in Q1 2026, selling an estimated $26.4K and leaving 21,112 shares worth $6.21M. The position accounts for 1.39% of the portfolio, ranked #21.

Marathon Capital Management first reported a position in JPM in Q4 2019 and has held it in 25 quarters since. The position peaked at $6.83M in Q4 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Marathon Capital Management held 21,112 shares of JPMorgan Chase worth $6.21M as of Q1 2026.
  • Marathon Capital Management sold 87 JPMorgan Chase shares in Q1 2026, an estimated $26.4K.
  • JPMorgan Chase made up 1.39% of Marathon Capital Management's portfolio in Q1 2026, its #21 holding.
  • Marathon Capital Management first reported a position in JPMorgan Chase in Q4 2019 and has held it in 25 quarters since.
  • Marathon Capital Management's JPMorgan Chase position peaked at $6.83M in Q4 2025.
  • 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Marathon Capital Management's 13F filing for Q1 2026, filed 14 May 2026.