Matthew 25 Management Corp’s JPMorgan Chase JPM Stock Holding History

Matthew 25 Management Corp’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	$13.5M	Sell	46,000 -500	-1%	-$152K	4.49%	8
2025 Q4	$15M	Sell	46,500 -3,500	-7%	-$1.08M	4.58%	9
2025 Q3	$15.8M	Sell	50,000 -2,000	-4%	-$595K	4.86%	7
2025 Q2	$15.1M	Sell	52,000 -3,000	-5%	-$766K	4.84%	6
2025 Q1	$13.5M	Sell	55,000 -10,750	-16%	-$2.74M	4.97%	6
2024 Q4	$15.8M	Hold	65,750	–	–	5%	5
2024 Q3	$13.9M	Sell	65,750 -4,250	-6%	-$895K	4.66%	12
2024 Q2	$14.2M	Sell	70,000 -3,500	-5%	-$684K	4.91%	7
2024 Q1	$14.7M	Sell	73,500 -6,500	-8%	-$1.17M	5.01%	6
2023 Q4	$13.6M	Sell	80,000 -5,000	-6%	-$758K	4.76%	9
2023 Q3	$12.3M	Hold	85,000	–	–	4.69%	8
2023 Q2	$12.4M	Hold	85,000	–	–	4.57%	10
2023 Q1	$11.1M	Sell	85,000 -2,500	-3%	-$343K	4.32%	11
2022 Q4	$11.7M	Sell	87,500 -17,500	-17%	-$2.22M	4.95%	5
2022 Q3	$11M	Hold	105,000	–	–	4.52%	7
2022 Q2	$11.8M	Hold	105,000	–	–	4.37%	10
2022 Q1	$14.3M	Hold	105,000	–	–	4.23%	12
2021 Q4	$16.6M	Hold	105,000	–	–	4.43%	10
2021 Q3	$17.2M	Sell	105,000 -5,000	-5%	-$784K	4.87%	7
2021 Q2	$17.1M	Hold	110,000	–	–	4.68%	10
2021 Q1	$16.7M	Sell	110,000 -50,000	-31%	-$7.19M	5.01%	9
2020 Q4	$20.3M	Sell	160,000 -5,000	-3%	-$559K	6.87%	6
2020 Q3	$15.9M	Hold	165,000	–	–	6.05%	8
2020 Q2	$15.5M	Hold	165,000	–	–	6.37%	9
2020 Q1	$14.9M	Sell	165,000 -10,000	-6%	-$1.21M	7.26%	8
2019 Q4	$24.4M	Hold	175,000	–	–	8.1%	6
2019 Q3	$20.6M	Hold	175,000	–	–	7.69%	7
2019 Q2	$19.6M	Hold	175,000	–	–	7.14%	7
2019 Q1	$17.7M	Sell	175,000 -40,000	-19%	-$4.12M	6.61%	8
2018 Q4	$21M	Sell	215,000 -12,500	-5%	-$1.33M	8.55%	5
2018 Q3	$25.7M	Sell	227,500 -2,500	-1%	-$284K	7.8%	5
2018 Q2	$24M	Sell	230,000 -7,500	-3%	-$823K	7.23%	7
2018 Q1	$26.1M	Sell	237,500 -37,500	-14%	-$4.25M	7.73%	5
2017 Q4	$29.4M	Sell	275,000 -5,000	-2%	-$506K	7.97%	5
2017 Q3	$26.7M	Hold	280,000	–	–	7.46%	5
2017 Q2	$25.6M	Sell	280,000 -35,000	-11%	-$3.02M	7.1%	8
2017 Q1	$27.7M	Sell	315,000 -30,000	-9%	-$2.65M	7.56%	6
2016 Q4	$29.8M	Hold	345,000	–	–	8.42%	5
2016 Q3	$23M	Sell	345,000 -95,000	-22%	-$6.19M	6.88%	9
2016 Q2	$27.3M	Sell	440,000 -50,000	-10%	-$3.12M	7.67%	7
2016 Q1	$29M	Sell	490,000 -85,000	-15%	-$4.96M	7.29%	7
2015 Q4	$38M	Sell	575,000 -37,500	-6%	-$2.44M	7.86%	4
2015 Q3	$37.3M	Sell	612,500 -95,000	-13%	-$6.22M	6.83%	6
2015 Q2	$47.9M	Hold	707,500	–	–	6.42%	5
2015 Q1	$42.9M	Hold	707,500	–	–	5.27%	10
2014 Q4	$44.3M	Hold	707,500	–	–	5.11%	8
2014 Q3	$42.6M	Buy	707,500 +3,500	+0.5%	+$205K	4.81%	9
2014 Q2	$40.6M	Buy	704,000 +35,000	+5%	+$1.97M	4.61%	10
2014 Q1	$40.6M	Buy	669,000 +11,500	+2%	+$665K	5.1%	5
2013 Q4	$38.5M	Buy	657,500 +534,900	+436%	+$29.3M	4.8%	12
2013 Q3	$2.05M	Sell	122,600 -412,400	-77%	-$22.1M	0.3%	26
2013 Q2	$28.2M	Buy	+535,000	New	+$27.2M	5.01%	12

Other funds holding JPM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Matthew 25 Management Corp's JPM Position: Q1 2026 in Review

Matthew 25 Management Corp reduced its JPMorgan Chase (JPM) stake by 1.1% in Q1 2026, selling an estimated $152K and leaving 46,000 shares worth $13.5M. The position accounts for 4.49% of the portfolio, ranked #8.

Matthew 25 Management Corp first reported a position in JPM in Q2 2013 and has held it in 52 quarters since. The position peaked at $47.9M in Q2 2015. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Matthew 25 Management Corp held 46,000 shares of JPMorgan Chase worth $13.5M as of Q1 2026.
Matthew 25 Management Corp sold 500 JPMorgan Chase shares in Q1 2026, an estimated $152K.
JPMorgan Chase made up 4.49% of Matthew 25 Management Corp's portfolio in Q1 2026, its #8 holding.
Matthew 25 Management Corp first reported a position in JPMorgan Chase in Q2 2013 and has held it in 52 quarters since.
Matthew 25 Management Corp's JPMorgan Chase position peaked at $47.9M in Q2 2015.
5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Matthew 25 Management Corp's 13F filing for Q1 2026, filed 12 May 2026.