New Vernon Investment Management’s JPMorgan Chase JPM Stock Holding History

New Vernon Investment 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	$1.25M	Hold	4,253	–	–	1.33%	27
2025 Q4	$1.37M	Hold	4,253	–	–	1.33%	25
2025 Q3	$1.34M	Hold	4,253	–	–	1.25%	28
2025 Q2	$1.23M	Hold	4,253	–	–	1.43%	23
2025 Q1	$1.04M	Sell	4,253 -108,476	-96%	-$27.7M	1.4%	23
2024 Q4	$3.57M	Buy	112,729 +108,476	+2,551%	+$25.3M	4.72%	6
2024 Q3	$897K	Hold	4,253	–	–	0.97%	26
2024 Q2	$860K	Hold	4,253	–	–	1.12%	26
2024 Q1	$852K	Hold	4,253	–	–	0.72%	24
2023 Q4	$723K	Hold	4,253	–	–	0.83%	26
2023 Q3	$617K	Hold	4,253	–	–	0.94%	22
2023 Q2	$619K	Hold	4,253	–	–	1%	22
2023 Q1	$554K	Hold	4,253	–	–	1.14%	23
2022 Q4	$570K	Hold	4,253	–	–	0.88%	26
2022 Q3	$444K	Hold	4,253	–	–	0.91%	25
2022 Q2	$479K	Hold	4,253	–	–	0.82%	28
2022 Q1	$580K	Hold	4,253	–	–	0.81%	28
2021 Q4	$673K	Hold	4,253	–	–	1.08%	25
2021 Q3	$696K	Hold	4,253	–	–	1.18%	21
2021 Q2	$662K	Hold	4,253	–	–	1.11%	25
2021 Q1	$647K	Hold	4,253	–	–	1.07%	26
2020 Q4	$540K	Hold	4,253	–	–	1.03%	29
2020 Q3	$409K	Hold	4,253	–	–	0.92%	34
2020 Q2	$400K	Hold	4,253	–	–	1%	33
2020 Q1	$383K	Hold	4,253	–	–	1%	33
2019 Q4	$593K	Hold	4,253	–	–	1.26%	19
2019 Q3	$501K	Hold	4,253	–	–	1.05%	26
2019 Q2	$475K	Hold	4,253	–	–	0.94%	30
2019 Q1	$431K	Hold	4,253	–	–	1.03%	35
2018 Q4	$415K	Sell	4,253 -1,700	-29%	-$181K	1.2%	23
2018 Q3	$672K	Hold	5,953	–	–	0.8%	34
2018 Q2	$620K	Hold	5,953	–	–	0.71%	33
2018 Q1	$655K	Hold	5,953	–	–	0.78%	32
2017 Q4	$637K	Hold	5,953	–	–	0.66%	35
2017 Q3	$569K	Hold	5,953	–	–	0.63%	36
2017 Q2	$544K	Hold	5,953	–	–	0.69%	35
2017 Q1	$523K	Sell	5,953 -2,783	-32%	-$246K	0.68%	37
2016 Q4	$754K	Hold	8,736	–	–	1.05%	26
2016 Q3	$582K	Sell	8,736 -5,824	-40%	-$380K	0.61%	40
2016 Q2	$905K	Sell	14,560 -2,160	-13%	-$135K	0.79%	43
2016 Q1	$990K	Sell	16,720 -6,502	-28%	-$380K	0.85%	43
2015 Q4	$1.53M	Hold	23,222	–	–	1.16%	35
2015 Q3	$1.42M	Hold	23,222	–	–	1.12%	34
2015 Q2	$1.57M	Sell	23,222 -2,986	-11%	-$195K	1.08%	32
2015 Q1	$1.59M	Hold	26,208	–	–	1.09%	40
2014 Q4	$1.64M	Buy	+26,208	New	+$1.58M	1.11%	45

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

New Vernon Investment Management's JPM Position: Q1 2026 in Review

New Vernon Investment Management held its JPMorgan Chase (JPM) position steady in Q1 2026 at 4,253 shares worth $1.25M. The position accounts for 1.33% of the portfolio, ranked #27.

New Vernon Investment Management first reported a position in JPM in Q4 2014 and has held it in 46 quarters since. The position peaked at $3.57M in Q4 2024. 5,055 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

New Vernon Investment Management held 4,253 shares of JPMorgan Chase worth $1.25M as of Q1 2026.
New Vernon Investment Management left its JPMorgan Chase share count unchanged in Q1 2026.
JPMorgan Chase made up 1.33% of New Vernon Investment Management's portfolio in Q1 2026, its #27 holding.
New Vernon Investment Management first reported a position in JPMorgan Chase in Q4 2014 and has held it in 46 quarters since.
New Vernon Investment Management's JPMorgan Chase position peaked at $3.57M in Q4 2024.
5,055 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on New Vernon Investment Management's 13F filing for Q1 2026, filed 15 May 2026.