Marietta Investment Partners’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 | $8.34M | Sell |
28,351
-950
| -3% | -$288K | 1.67% | 15 |
|
|
2025
Q4 | $9.44M | Buy |
29,301
+528
| +2% | +$163K | 1.87% | 12 |
|
|
2025
Q3 | $9.08M | Sell |
28,773
-962
| -3% | -$286K | 1.75% | 12 |
|
|
2025
Q2 | $8.62M | Sell |
29,735
-497
| -2% | -$127K | 1.89% | 12 |
|
|
2025
Q1 | $7.42M | Buy |
30,232
+607
| +2% | +$155K | 1.79% | 13 |
|
|
2024
Q4 | $7.1M | Buy |
29,625
+8,200
| +38% | +$1.91M | 1.56% | 19 |
|
|
2024
Q3 | $4.52M | Buy |
21,425
+9,442
| +79% | +$1.99M | 0.96% | 34 |
|
|
2024
Q2 | $2.42M | Buy |
11,983
+20
| +0.2% | +$3.91K | 0.53% | 49 |
|
|
2024
Q1 | $2.4M | Sell |
11,963
-20
| -0.2% | -$3.61K | 0.52% | 50 |
|
|
2023
Q4 | $2.04M | Buy |
11,983
+149
| +1% | +$22.6K | 0.51% | 56 |
|
|
2023
Q3 | $1.72M | Sell |
11,834
-6
| -0.1% | -$899 | 0.48% | 54 |
|
|
2023
Q2 | $1.72M | Buy |
11,840
+40
| +0.3% | +$5.5K | 0.45% | 54 |
|
|
2023
Q1 | $1.54M | Sell |
11,800
-48
| -0.4% | -$6.58K | 0.43% | 48 |
|
|
2022
Q4 | $1.59M | Sell |
11,848
-445
| -4% | -$56.4K | 0.45% | 50 |
|
|
2022
Q3 | $1.61M | Sell |
12,293
-63
| -0.5% | -$7.23K | 0.48% | 47 |
|
|
2022
Q2 | $1.39M | Sell |
12,356
-11,225
| -48% | -$1.39M | 0.41% | 55 |
|
|
2022
Q1 | $3.21M | Sell |
23,581
-300
| -1% | -$44.3K | 0.73% | 41 |
|
|
2021
Q4 | $3.78M | Buy |
23,881
+250
| +1% | +$41.1K | 0.8% | 39 |
|
|
2021
Q3 | $3.87M | Buy |
23,631
+677
| +3% | +$106K | 0.89% | 37 |
|
|
2021
Q2 | $3.57M | Buy |
22,954
+770
| +3% | +$121K | 0.81% | 38 |
|
|
2021
Q1 | $3.38M | Buy |
22,184
+3,002
| +16% | +$432K | 0.83% | 36 |
|
|
2020
Q4 | $2.44M | Buy |
19,182
+1,861
| +11% | +$208K | 0.62% | 44 |
|
|
2020
Q3 | $1.67M | Buy |
17,321
+40
| +0.2% | +$3.93K | 0.5% | 45 |
|
|
2020
Q2 | $1.63M | Buy |
17,281
+850
| +5% | +$80.6K | 0.54% | 44 |
|
|
2020
Q1 | $1.48M | Sell |
16,431
-25,048
| -60% | -$3.04M | 0.63% | 39 |
|
|
2019
Q4 | $5.78M | Buy |
41,479
+27,874
| +205% | +$3.57M | 1.89% | 18 |
|
|
2019
Q3 | $1.6M | Hold |
13,605
| – | – | 0.55% | 46 |
|
|
2019
Q2 | $1.52M | Buy |
13,605
+9,460
| +228% | +$1.04M | 0.5% | 53 |
|
|
2019
Q1 | $420K | Buy |
4,145
+150
| +4% | +$15.5K | 0.13% | 104 |
|
|
2018
Q4 | $390K | Sell |
3,995
-1,055
| -21% | -$112K | 0.15% | 96 |
|
|
2018
Q3 | $570K | Hold |
5,050
| – | – | 0.17% | 91 |
|
|
2018
Q2 | $526K | Hold |
5,050
| – | – | 0.16% | 96 |
|
|
2018
Q1 | $555K | Hold |
5,050
| – | – | 0.17% | 92 |
|
|
2017
Q4 | $540K | Buy |
5,050
+2,540
| +101% | +$257K | 0.15% | 97 |
|
|
2017
Q3 | $240K | Hold |
2,510
| – | – | 0.07% | 122 |
|
|
2017
Q2 | $229K | Hold |
2,510
| – | – | 0.07% | 125 |
|
|
2017
Q1 | $220K | Buy |
+2,510
| New | +$221K | 0.07% | 128 |
|
Other funds holding JPM
VCM
VPM
Marietta Investment Partners's JPM Position: Q1 2026 in Review
Marietta Investment Partners reduced its JPMorgan Chase (JPM) stake by 3.2% in Q1 2026, selling an estimated $288K and leaving 28,351 shares worth $8.34M. The position accounts for 1.67% of the portfolio, ranked #15.
Marietta Investment Partners first reported a position in JPM in Q1 2017 and has held it in 37 quarters since. The position peaked at $9.44M in Q4 2025. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.
- Marietta Investment Partners held 28,351 shares of JPMorgan Chase worth $8.34M as of Q1 2026.
- Marietta Investment Partners sold 950 JPMorgan Chase shares in Q1 2026, an estimated $288K.
- JPMorgan Chase made up 1.67% of Marietta Investment Partners's portfolio in Q1 2026, its #15 holding.
- Marietta Investment Partners first reported a position in JPMorgan Chase in Q1 2017 and has held it in 37 quarters since.
- Marietta Investment Partners's JPMorgan Chase position peaked at $9.44M in Q4 2025.
- 5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.
Based on Marietta Investment Partners's 13F filing for Q1 2026, filed 28 Apr 2026.