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Means Investment Company’s JPMorgan Chase JPM Stock Holding History

Means Investment Company’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 		$19.2M Buy
65,159
+1,922
+3% +$583K 1.67% 15
2025
Q4 		$20.4M Sell
63,237
-1,382
-2% -$428K 1.72% 16
2025
Q3 		$20.4M Buy
64,619
+596
+0.9% +$177K 1.76% 16
2025
Q2 		$18.6M Buy
64,023
+717
+1% +$183K 1.76% 16
2025
Q1 		$15.5M Sell
63,306
-17,914
-22% -$4.57M 1.65% 16
2024
Q4 		$19.5M Sell
81,220
-829
-1% -$193K 2.03% 11
2024
Q3 		$17.3M Sell
82,049
-596
-0.7% -$126K 1.92% 12
2024
Q2 		$16.7M Buy
82,645
+299
+0.4% +$58.5K 2% 11
2024
Q1 		$16.5M Sell
82,346
-901
-1% -$163K 2.13% 11
2023
Q4 		$14.2M Sell
83,247
-2,523
-3% -$382K 2.04% 10
2023
Q3 		$12.4M Sell
85,770
-3,948
-4% -$592K 2.04% 11
2023
Q2 		$13M Sell
89,718
-275
-0.3% -$37.8K 2.07% 11
2023
Q1 		$11.7M Buy
89,993
+2,605
+3% +$357K 2.06% 11
2022
Q4 		$11.7M Sell
87,388
-1,455
-2% -$184K 2.35% 9
2022
Q3 		$9.28M Buy
88,843
+1,359
+2% +$156K 2.01% 10
2022
Q2 		$9.85M Buy
87,484
+2,155
+3% +$267K 2.09% 9
2022
Q1 		$11.6M Buy
85,329
+3,360
+4% +$496K 2.11% 9
2021
Q4 		$13M Buy
81,969
+3,262
+4% +$536K 2.29% 9
2021
Q3 		$12.9M Buy
78,707
+407
+0.5% +$63.8K 2.54% 8
2021
Q2 		$12.2M Buy
78,300
+2,758
+4% +$433K 2.44% 7
2021
Q1 		$11.5M Buy
75,542
+411
+0.5% +$59.1K 2.62% 5
2020
Q4 		$10.5M Buy
75,131
+2,903
+4% +$324K 2.39% 7
2020
Q3 		$7.44M Buy
72,228
+5,413
+8% +$532K 2.04% 8
2020
Q2 		$6.94M Buy
66,815
+1,910
+3% +$181K 2.17% 7
2020
Q1 		$5.8M Buy
64,905
+1,540
+2% +$187K 2.24% 7
2019
Q4 		$8.76M Buy
63,365
+1,271
+2% +$163K 2.93% 6
2019
Q3 		$8M Buy
62,094
+1,242
+2% +$140K 3.02% 6
2019
Q2 		$6.9M Buy
60,852
+239
+0.4% +$26.4K 2.83% 6
2019
Q1 		$6.14M Buy
60,613
+4,727
+8% +$487K 2.7% 5
2018
Q4 		$5.46M Buy
+55,886
New +$5.95M 3.02% 5

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

Means Investment Company's JPM Position: Q1 2026 in Review

Means Investment Company increased its JPMorgan Chase (JPM) stake by 3% in Q1 2026, buying an estimated $583K and bringing the position to 65,159 shares worth $19.2M. The position accounts for 1.67% of the portfolio, ranked #15.

Means Investment Company first reported a position in JPM in Q4 2018 and has held it in 30 quarters since. The position peaked at $20.4M in Q3 2025. 5,055 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Means Investment Company held 65,159 shares of JPMorgan Chase worth $19.2M as of Q1 2026.
  • Means Investment Company bought 1,922 JPMorgan Chase shares in Q1 2026, an estimated $583K.
  • JPMorgan Chase made up 1.67% of Means Investment Company's portfolio in Q1 2026, its #15 holding.
  • Means Investment Company first reported a position in JPMorgan Chase in Q4 2018 and has held it in 30 quarters since.
  • Means Investment Company's JPMorgan Chase position peaked at $20.4M in Q3 2025.
  • 5,055 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Means Investment Company's 13F filing for Q1 2026, filed 24 Apr 2026.