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Marvin & Palmer Associates’s JPMorgan Chase JPM Stock Holding History

Marvin & Palmer Associates’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 		– Sell
-12,070
Closed -$3.89M – 30
2025
Q4 		$3.89M Sell
12,070
-14,431
-54% -$4.47M 2.75% 13
2025
Q3 		$8.24M Buy
26,501
+8,829
+50% +$2.63M 6.13% 6
2025
Q2 		$5.12M Buy
17,672
+4,873
+38% +$1.24M 4.39% 7
2025
Q1 		$3.14M Hold
12,799
– – 4.69% 9
2024
Q4 		$3.07M Sell
12,799
-95
-0.7% -$22.1K 2.34% 20
2024
Q3 		$2.72M Buy
+12,894
New +$2.72M 2.28% 24
2021
Q2 		– Sell
-46,980
Closed -$7.15M – 37
2021
Q1 		$7.15M Buy
+46,980
New +$6.76M 3.18% 21
2020
Q2 		– Sell
-42,717
Closed -$3.85M – 34
2020
Q1 		$3.85M Sell
42,717
-8,003
-16% -$972K 3.68% 16
2019
Q4 		$7.07M Buy
+50,720
New +$6.51M 4.17% 11
2019
Q1 		– Sell
-50,883
Closed -$4.97M – 32
2018
Q4 		$4.97M Buy
50,883
+1,231
+2% +$131K 4.28% 11
2018
Q3 		$5.6M Buy
49,652
+13,773
+38% +$1.56M 4.25% 11
2018
Q2 		$3.74M Hold
35,879
– – 3.68% 18
2018
Q1 		$3.95M Buy
35,879
+4,184
+13% +$474K 3.61% 16
2017
Q4 		$3.39M Buy
31,695
+3,579
+13% +$362K 3.51% 12
2017
Q3 		$2.69M Sell
28,116
-22,049
-44% -$2.03M 3.3% 15
2017
Q2 		$4.58M Sell
50,165
-465
-0.9% -$40.1K 3.48% 14
2017
Q1 		$4.45M Buy
50,630
+12,670
+33% +$1.12M 3.23% 14
2016
Q4 		$3.28M Buy
+37,960
New +$2.89M 2.79% 16
2014
Q2 		– Sell
-16,100
Closed -$977K – 75
2014
Q1 		$977K Sell
16,100
-400
-2% -$23.1K 0.86% 47
2013
Q4 		$965K Sell
16,500
-500
-3% -$27.4K 0.58% 56
2013
Q3 		$879K Sell
17,000
-4,000
-19% -$215K 0.58% 60
2013
Q2 		$1.11M Buy
+21,000
New +$1.07M 0.6% 55

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

Marvin & Palmer Associates's JPM Position: Q1 2026 in Review

Marvin & Palmer Associates sold out of JPMorgan Chase (JPM) in Q1 2026, closing a stake of 12,070 shares — an estimated $3.89M sold.

Marvin & Palmer Associates first reported a position in JPM in Q2 2013 and held it in 22 quarters. The position peaked at $8.24M in Q3 2025. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Marvin & Palmer Associates reported no remaining JPMorgan Chase position as of Q1 2026 after selling out during the quarter.
  • Marvin & Palmer Associates sold 12,070 JPMorgan Chase shares in Q1 2026, an estimated $3.89M.
  • Marvin & Palmer Associates first reported a position in JPMorgan Chase in Q2 2013 and held it in 22 quarters.
  • Marvin & Palmer Associates's JPMorgan Chase position peaked at $8.24M in Q3 2025.
  • 5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Marvin & Palmer Associates's 13F filing for Q1 2026, filed 8 May 2026.