Marco Investment Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $46.4M | Buy |
157,713
+2,115
| +1% | +$642K | 3.5% | 4 |
|
|
2025
Q4 | $50.1M | Sell |
155,598
-785
| -0.5% | -$243K | 3.76% | 3 |
|
|
2025
Q3 | $49.3M | Sell |
156,383
-2,567
| -2% | -$763K | 3.78% | 3 |
|
|
2025
Q2 | $46.1M | Buy |
158,950
+1,864
| +1% | +$476K | 3.84% | 3 |
|
|
2025
Q1 | $38.5M | Sell |
157,086
-383
| -0.2% | -$97.6K | 3.57% | 3 |
|
|
2024
Q4 | $37.7M | Sell |
157,469
-2,885
| -2% | -$672K | 3.26% | 3 |
|
|
2024
Q3 | $33.8M | Sell |
160,354
-113
| -0.1% | -$23.8K | 2.92% | 5 |
|
|
2024
Q2 | $32.5M | Buy |
160,467
+1,422
| +0.9% | +$278K | 2.99% | 6 |
|
|
2024
Q1 | $31.9M | Sell |
159,045
-4,113
| -3% | -$742K | 3% | 5 |
|
|
2023
Q4 | $27.8M | Sell |
163,158
-1,307
| -0.8% | -$198K | 2.84% | 5 |
|
|
2023
Q3 | $23.9M | Sell |
164,465
-5,554
| -3% | -$833K | 2.74% | 6 |
|
|
2023
Q2 | $24.7M | Sell |
170,019
-620
| -0.4% | -$85.3K | 2.67% | 6 |
|
|
2023
Q1 | $22.2M | Sell |
170,639
-5,877
| -3% | -$805K | 2.51% | 8 |
|
|
2022
Q4 | $23.7M | Sell |
176,516
-2,140
| -1% | -$271K | 2.76% | 6 |
|
|
2022
Q3 | $18.7M | Sell |
178,656
-311
| -0.2% | -$35.7K | 2.37% | 10 |
|
|
2022
Q2 | $20.2M | Buy |
178,967
+1,117
| +0.6% | +$138K | 2.35% | 10 |
|
|
2022
Q1 | $24.2M | Buy |
177,850
+13,358
| +8% | +$1.97M | 2.46% | 8 |
|
|
2021
Q4 | $26M | Buy |
164,492
+2,275
| +1% | +$374K | 2.56% | 7 |
|
|
2021
Q3 | $26.6M | Buy |
162,217
+1,685
| +1% | +$264K | 2.93% | 3 |
|
|
2021
Q2 | $25M | Buy |
160,532
+3,664
| +2% | +$575K | 2.9% | 4 |
|
|
2021
Q1 | $23.9M | Sell |
156,868
-150
| -0.1% | -$21.6K | 3.12% | 3 |
|
|
2020
Q4 | $20M | Sell |
157,018
-735
| -0.5% | -$82.2K | 2.86% | 4 |
|
|
2020
Q3 | $15.2M | Sell |
157,753
-1,383
| -0.9% | -$136K | 2.49% | 11 |
|
|
2020
Q2 | $15M | Sell |
159,136
-14,517
| -8% | -$1.38M | 2.74% | 8 |
|
|
2020
Q1 | $15.6M | Sell |
173,653
-920
| -0.5% | -$112K | 3.31% | 6 |
|
|
2019
Q4 | $24.3M | Sell |
174,573
-2,091
| -1% | -$268K | 3.78% | 3 |
|
|
2019
Q3 | $20.8M | Sell |
176,664
-2,452
| -1% | -$277K | 3.55% | 2 |
|
|
2019
Q2 | $20M | Buy |
179,116
+92
| +0.1% | +$10.1K | 3.57% | 2 |
|
|
2019
Q1 | $18.1M | Sell |
179,024
-4,161
| -2% | -$429K | 3.37% | 3 |
|
|
2018
Q4 | $17.9M | Sell |
183,185
-599
| -0.3% | -$63.8K | 3.55% | 2 |
|
|
2018
Q3 | $20.7M | Sell |
183,784
-1,689
| -0.9% | -$192K | 2.95% | 4 |
|
|
2018
Q2 | $19.3M | Sell |
185,473
-4,100
| -2% | -$450K | 3% | 4 |
|
|
2018
Q1 | $20.8M | Sell |
189,573
-360
| -0.2% | -$40.8K | 3.24% | 3 |
|
|
2017
Q4 | $20.3M | Sell |
189,933
-12,460
| -6% | -$1.26M | 3.1% | 2 |
|
|
2017
Q3 | $19.3M | Sell |
202,393
-6,200
| -3% | -$572K | 3.02% | 3 |
|
|
2017
Q2 | $19.1M | Hold |
208,593
| – | – | 3.15% | 3 |
|
|
2017
Q1 | $18.3M | Buy |
208,593
+3,790
| +2% | +$334K | 3.11% | 2 |
|
|
2016
Q4 | $17.7M | Sell |
204,803
-550
| -0.3% | -$41.9K | 3.08% | 2 |
|
|
2016
Q3 | $13.7M | Buy |
205,353
+856
| +0.4% | +$55.8K | 2.45% | 4 |
|
|
2016
Q2 | $12.7M | Buy |
204,497
+1,110
| +0.5% | +$69.3K | 2.36% | 6 |
|
|
2016
Q1 | $12K | Buy |
203,387
+6,989
| +4% | +$408K | 1.74% | 7 |
|
|
2015
Q4 | $13M | Buy |
196,398
+33,800
| +21% | +$2.2M | 2.41% | 6 |
|
|
2015
Q3 | $9.91M | Buy |
162,598
+1,300
| +0.8% | +$85.1K | 1.96% | 9 |
|
|
2015
Q2 | $10.9M | Sell |
161,298
-51,300
| -24% | -$3.35M | 1.83% | 11 |
|
|
2015
Q1 | $12.9M | Sell |
212,598
-4,965
| -2% | -$294K | 2.24% | 7 |
|
|
2014
Q4 | $13.6M | Buy |
217,563
+5,800
| +3% | +$349K | 1.71% | 9 |
|
|
2014
Q3 | $12.8M | Sell |
211,763
-6,600
| -3% | -$386K | 1.76% | 7 |
|
|
2014
Q2 | $12.6M | Buy |
218,363
+51,391
| +31% | +$2.89M | 2.4% | 6 |
|
|
2014
Q1 | $10.1M | Buy |
166,972
+38,198
| +30% | +$2.21M | 2.11% | 7 |
|
|
2013
Q4 | $7.53K | Sell |
128,774
-7,300
| -5% | -$400K | 0.4% | 16 |
|
|
2013
Q3 | $7.03M | Sell |
136,074
-250
| -0.2% | -$13.4K | 1.62% | 14 |
|
|
2013
Q2 | $7.2M | Buy |
+136,324
| New | +$6.93M | 2.08% | 11 |
|
Other funds holding JPM
VCM
VPM
Marco Investment Management's JPM Position: Q1 2026 in Review
Marco Investment Management increased its JPMorgan Chase (JPM) stake by 1.4% in Q1 2026, buying an estimated $642K and bringing the position to 157,713 shares worth $46.4M. The position accounts for 3.5% of the portfolio, ranked #4.
Marco Investment Management first reported a position in JPM in Q2 2013 and has held it in 52 quarters since. The position peaked at $50.1M in Q4 2025. 5,055 funds tracked by Wall St. Rank hold JPM as of Q1 2026.
- Marco Investment Management held 157,713 shares of JPMorgan Chase worth $46.4M as of Q1 2026.
- Marco Investment Management bought 2,115 JPMorgan Chase shares in Q1 2026, an estimated $642K.
- JPMorgan Chase made up 3.5% of Marco Investment Management's portfolio in Q1 2026, its #4 holding.
- Marco Investment Management first reported a position in JPMorgan Chase in Q2 2013 and has held it in 52 quarters since.
- Marco Investment Management's JPMorgan Chase position peaked at $50.1M in Q4 2025.
- 5,055 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.
Based on Marco Investment Management's 13F filing for Q1 2026, filed 8 May 2026.