Notis-McConarty Edward’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.83M | Sell |
9,628
-90
| -0.9% | -$27.3K | 1.41% | 28 |
|
|
2025
Q4 | $3.13M | Hold |
9,718
| – | – | 1.45% | 25 |
|
|
2025
Q3 | $3.07M | Sell |
9,718
-125
| -1% | -$37.2K | 1.43% | 26 |
|
|
2025
Q2 | $2.85M | Sell |
9,843
-110
| -1% | -$28.1K | 1.39% | 27 |
|
|
2025
Q1 | $2.44M | Sell |
9,953
-25
| -0.3% | -$6.37K | 1.26% | 30 |
|
|
2024
Q4 | $2.39M | Sell |
9,978
-520
| -5% | -$121K | 1.16% | 31 |
|
|
2024
Q3 | $2.21M | Sell |
10,498
-459
| -4% | -$96.7K | 1% | 31 |
|
|
2024
Q2 | $2.22M | Sell |
10,957
-810
| -7% | -$158K | 0.87% | 31 |
|
|
2024
Q1 | $2.36M | Sell |
11,767
-1,050
| -8% | -$189K | 0.93% | 32 |
|
|
2023
Q4 | $2.18M | Sell |
12,817
-1,250
| -9% | -$189K | 0.87% | 33 |
|
|
2023
Q3 | $2.04M | Sell |
14,067
-130
| -0.9% | -$19.5K | 0.83% | 36 |
|
|
2023
Q2 | $2.06M | Sell |
14,197
-200
| -1% | -$27.5K | 0.79% | 38 |
|
|
2023
Q1 | $1.88M | Sell |
14,397
-100
| -0.7% | -$13.7K | 0.75% | 39 |
|
|
2022
Q4 | $1.94M | Hold |
14,497
| – | – | 0.81% | 37 |
|
|
2022
Q3 | $1.51M | Hold |
14,497
| – | – | 0.68% | 44 |
|
|
2022
Q2 | $1.63M | Sell |
14,497
-105
| -0.7% | -$13K | 0.68% | 48 |
|
|
2022
Q1 | $1.99M | Sell |
14,602
-432
| -3% | -$63.8K | 0.71% | 43 |
|
|
2021
Q4 | $2.38M | Sell |
15,034
-20
| -0.1% | -$3.28K | 0.79% | 41 |
|
|
2021
Q3 | $2.46M | Sell |
15,054
-504
| -3% | -$79K | 0.9% | 38 |
|
|
2021
Q2 | $2.42M | Sell |
15,558
-1,375
| -8% | -$216K | 0.9% | 37 |
|
|
2021
Q1 | $2.58M | Buy |
16,933
+617
| +4% | +$88.8K | 1% | 35 |
|
|
2020
Q4 | $2.07M | Sell |
16,316
-1,000
| -6% | -$112K | 0.84% | 39 |
|
|
2020
Q3 | $1.67M | Buy |
17,316
+300
| +2% | +$29.5K | 0.73% | 44 |
|
|
2020
Q2 | $1.6M | Hold |
17,016
| – | – | 0.75% | 43 |
|
|
2020
Q1 | $1.53M | Sell |
17,016
-830
| -5% | -$101K | 0.85% | 37 |
|
|
2019
Q4 | $2.49M | Sell |
17,846
-1,200
| -6% | -$154K | 1.11% | 29 |
|
|
2019
Q3 | $2.24M | Sell |
19,046
-126
| -0.7% | -$14.3K | 1.05% | 31 |
|
|
2019
Q2 | $2.14M | Sell |
19,172
-90
| -0.5% | -$9.92K | 1.01% | 32 |
|
|
2019
Q1 | $1.95M | Hold |
19,262
| – | – | 0.94% | 32 |
|
|
2018
Q4 | $1.88M | Buy |
19,262
+800
| +4% | +$85.2K | 1.04% | 30 |
|
|
2018
Q3 | $2.08M | Sell |
18,462
-310
| -2% | -$35.2K | 1.11% | 28 |
|
|
2018
Q2 | $1.96M | Hold |
18,772
| – | – | 1.16% | 27 |
|
|
2018
Q1 | $2.06M | Sell |
18,772
-555
| -3% | -$62.8K | 1.24% | 27 |
|
|
2017
Q4 | $2.07M | Sell |
19,327
-505
| -3% | -$51.1K | 1.19% | 28 |
|
|
2017
Q3 | $1.89M | Sell |
19,832
-110
| -0.6% | -$10.1K | 1.19% | 28 |
|
|
2017
Q2 | $1.82M | Sell |
19,942
-10
| -0.1% | -$863 | 1.18% | 30 |
|
|
2017
Q1 | $1.75M | Sell |
19,952
-90
| -0.4% | -$7.94K | 1.15% | 31 |
|
|
2016
Q4 | $1.73M | Hold |
20,042
| – | – | 1.19% | 29 |
|
|
2016
Q3 | $1.33M | Buy |
20,042
+80
| +0.4% | +$5.22K | 0.91% | 37 |
|
|
2016
Q2 | $1.24M | Sell |
19,962
-510
| -2% | -$31.9K | 0.87% | 41 |
|
|
2016
Q1 | $1.21M | Sell |
20,472
-555
| -3% | -$32.4K | 0.86% | 41 |
|
|
2015
Q4 | $1.39M | Sell |
21,027
-25
| -0.1% | -$1.63K | 1% | 37 |
|
|
2015
Q3 | $1.28M | Buy |
21,052
+41
| +0.2% | +$2.69K | 0.96% | 38 |
|
|
2015
Q2 | $1.42M | Buy |
21,011
+1,260
| +6% | +$82.3K | 0.96% | 36 |
|
|
2015
Q1 | $1.2M | Hold |
19,751
| – | – | 0.83% | 39 |
|
|
2014
Q4 | $1.24M | Hold |
19,751
| – | – | 0.85% | 38 |
|
|
2014
Q3 | $1.19M | Sell |
19,751
-200
| -1% | -$11.7K | 0.84% | 40 |
|
|
2014
Q2 | $1.15M | Sell |
19,951
-10
| -0.1% | -$562 | 0.76% | 43 |
|
|
2014
Q1 | $1.21M | Sell |
19,961
-1,240
| -6% | -$71.7K | 0.84% | 40 |
|
|
2013
Q4 | $1.24M | Buy |
+21,201
| New | +$1.16M | 0.87% | 38 |
|
Other funds holding JPM
VCM
VPM
Notis-McConarty Edward's JPM Position: Q1 2026 in Review
Notis-McConarty Edward reduced its JPMorgan Chase (JPM) stake by 0.93% in Q1 2026, selling an estimated $27.3K and leaving 9,628 shares worth $2.83M. The position accounts for 1.41% of the portfolio, ranked #28.
Notis-McConarty Edward first reported a position in JPM in Q4 2013 and has held it in 50 quarters since. The position peaked at $3.13M in Q4 2025. 5,061 funds tracked by Wall St. Rank hold JPM as of Q1 2026.
- Notis-McConarty Edward held 9,628 shares of JPMorgan Chase worth $2.83M as of Q1 2026.
- Notis-McConarty Edward sold 90 JPMorgan Chase shares in Q1 2026, an estimated $27.3K.
- JPMorgan Chase made up 1.41% of Notis-McConarty Edward's portfolio in Q1 2026, its #28 holding.
- Notis-McConarty Edward first reported a position in JPMorgan Chase in Q4 2013 and has held it in 50 quarters since.
- Notis-McConarty Edward's JPMorgan Chase position peaked at $3.13M in Q4 2025.
- 5,061 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.
Based on Notis-McConarty Edward's 13F filing for Q1 2026, filed 8 May 2026.