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Martingale Asset Management’s JPMorgan Chase JPM Stock Holding History

Martingale Asset 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 		$37.1M Sell
125,982
-11,190
-8% -$3.4M 0.93% 11
2025
Q4 		$44.2M Sell
137,172
-6,191
-4% -$1.92M 1.12% 6
2025
Q3 		$45.2M Sell
143,363
-13,329
-9% -$3.96M 1.14% 6
2025
Q2 		$45.4M Sell
156,692
-21,883
-12% -$5.58M 1.11% 8
2025
Q1 		$43.8M Sell
178,575
-21,947
-11% -$5.6M 1.11% 8
2024
Q4 		$48.1M Sell
200,522
-37,466
-16% -$8.73M 1.17% 6
2024
Q3 		$50.2M Buy
237,988
+124,242
+109% +$26.2M 1.15% 6
2024
Q2 		$23M Sell
113,746
-3,272
-3% -$640K 0.5% 75
2024
Q1 		$23.4M Sell
117,018
-6,439
-5% -$1.16M 0.47% 83
2023
Q4 		$21M Sell
123,457
-2,152
-2% -$326K 0.43% 92
2023
Q3 		$18.2M Buy
125,609
+7,606
+6% +$1.14M 0.38% 99
2023
Q2 		$17.2M Sell
118,003
-36,031
-23% -$4.96M 0.34% 113
2023
Q1 		$20.1M Buy
154,034
+111,645
+263% +$15.3M 0.39% 98
2022
Q4 		$5.68M Sell
42,389
-50,096
-54% -$6.35M 0.11% 161
2022
Q3 		$9.66M Sell
92,485
-29,772
-24% -$3.42M 0.19% 140
2022
Q2 		$13.8M Sell
122,257
-86,272
-41% -$10.7M 0.25% 123
2022
Q1 		$28.4M Buy
208,529
+172,039
+471% +$25.4M 0.43% 92
2021
Q4 		$5.78M Buy
+36,490
New +$5.99M 0.07% 182
2021
Q3 		– Sell
-61,859
Closed -$9.62M – 893
2021
Q2 		$9.62M Buy
61,859
+59,390
+2,405% +$9.33M 0.11% 167
2021
Q1 		$376K Buy
+2,469
New +$355K ﹤0.01% 692
2020
Q1 		– Sell
-2,868
Closed -$400K – 996
2019
Q4 		$400K Buy
+2,868
New +$368K ﹤0.01% 896
2018
Q3 		– Sell
-7,817
Closed -$815K – 985
2018
Q2 		$815K Sell
7,817
-3,519
-31% -$386K 0.01% 779
2018
Q1 		$1.25M Sell
11,336
-11,193
-50% -$1.27M 0.02% 678
2017
Q4 		$2.41M Sell
22,529
-5,639
-20% -$571K 0.03% 488
2017
Q3 		$2.69M Buy
28,168
+18,019
+178% +$1.66M 0.04% 482
2017
Q2 		$928K Buy
10,149
+2,302
+29% +$199K 0.01% 731
2017
Q1 		$690K Sell
7,847
-48,409
-86% -$4.27M 0.01% 774
2016
Q4 		$4.86M Sell
56,256
-10,840
-16% -$827K 0.07% 329
2016
Q3 		$4.47M Sell
67,096
-76,280
-53% -$4.97M 0.07% 308
2016
Q2 		$8.91M Sell
143,376
-110,257
-43% -$6.89M 0.15% 196
2016
Q1 		$15M Buy
253,633
+6,674
+3% +$390K 0.3% 116
2015
Q4 		$16.3M Buy
246,959
+3,561
+1% +$232K 0.36% 88
2015
Q3 		$14.8M Sell
243,398
-8,559
-3% -$561K 0.36% 85
2015
Q2 		$17.1M Buy
251,957
+191,176
+315% +$12.5M 0.4% 69
2015
Q1 		$3.68M Buy
60,781
+2,147
+4% +$127K 0.09% 245
2014
Q4 		$3.67M Sell
58,634
-45,704
-44% -$2.75M 0.1% 233
2014
Q3 		$6.29M Sell
104,338
-114,373
-52% -$6.69M 0.2% 162
2014
Q2 		$12.6M Buy
218,711
+61,611
+39% +$3.46M 0.39% 56
2014
Q1 		$9.54M Buy
157,100
+66,641
+74% +$3.85M 0.32% 82
2013
Q4 		$5.29M Sell
90,459
-149,221
-62% -$8.18M 0.18% 163
2013
Q3 		$12.4M Sell
239,680
-112,733
-32% -$6.05M 0.44% 42
2013
Q2 		$18.6M Buy
+352,413
New +$17.9M 0.69% 22

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

Martingale Asset Management's JPM Position: Q1 2026 in Review

Martingale Asset Management reduced its JPMorgan Chase (JPM) stake by 8.2% in Q1 2026, selling an estimated $3.4M and leaving 125,982 shares worth $37.1M. The position accounts for 0.93% of the portfolio, ranked #11.

Martingale Asset Management first reported a position in JPM in Q2 2013 and has held it in 42 quarters since. The position peaked at $50.2M in Q3 2024. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Martingale Asset Management held 125,982 shares of JPMorgan Chase worth $37.1M as of Q1 2026.
  • Martingale Asset Management sold 11,190 JPMorgan Chase shares in Q1 2026, an estimated $3.4M.
  • JPMorgan Chase made up 0.93% of Martingale Asset Management's portfolio in Q1 2026, its #11 holding.
  • Martingale Asset Management first reported a position in JPMorgan Chase in Q2 2013 and has held it in 42 quarters since.
  • Martingale Asset Management's JPMorgan Chase position peaked at $50.2M in Q3 2024.
  • 5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Martingale Asset Management's 13F filing for Q1 2026, filed 13 May 2026.