Novare Capital Management’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 | $22.4M | Sell |
76,229
-3,509
| -4% | -$1.06M | 1.78% | 15 |
|
|
2025
Q4 | $25.7M | Buy |
79,738
+430
| +0.5% | +$133K | 1.93% | 11 |
|
|
2025
Q3 | $25M | Sell |
79,308
-1,054
| -1% | -$313K | 1.91% | 13 |
|
|
2025
Q2 | $23.3M | Buy |
80,362
+1,011
| +1% | +$258K | 1.89% | 13 |
|
|
2025
Q1 | $19.5M | Sell |
79,351
-2,083
| -3% | -$531K | 1.7% | 18 |
|
|
2024
Q4 | $19.5M | Sell |
81,434
-1,690
| -2% | -$394K | 1.64% | 16 |
|
|
2024
Q3 | $17.5M | Sell |
83,124
-1,799
| -2% | -$379K | 1.49% | 19 |
|
|
2024
Q2 | $17.2M | Sell |
84,923
-3,870
| -4% | -$757K | 1.54% | 19 |
|
|
2024
Q1 | $17.8M | Sell |
88,793
-78
| -0.1% | -$14.1K | 1.61% | 18 |
|
|
2023
Q4 | $15.1M | Buy |
88,871
+3,090
| +4% | +$468K | 1.54% | 17 |
|
|
2023
Q3 | $12.4M | Sell |
85,781
-696
| -0.8% | -$104K | 1.4% | 19 |
|
|
2023
Q2 | $12.6M | Buy |
86,477
+675
| +0.8% | +$92.8K | 1.35% | 18 |
|
|
2023
Q1 | $11.2M | Sell |
85,802
-2,122
| -2% | -$291K | 1.27% | 21 |
|
|
2022
Q4 | $11.8M | Sell |
87,924
-7,226
| -8% | -$916K | 1.39% | 16 |
|
|
2022
Q3 | $9.94M | Sell |
95,150
-6,805
| -7% | -$781K | 1.27% | 20 |
|
|
2022
Q2 | $11.5M | Sell |
101,955
-571
| -0.6% | -$70.7K | 1.42% | 16 |
|
|
2022
Q1 | $14M | Sell |
102,526
-1,218
| -1% | -$180K | 1.49% | 17 |
|
|
2021
Q4 | $16.4M | Sell |
103,744
-127
| -0.1% | -$20.9K | 1.67% | 12 |
|
|
2021
Q3 | $17M | Buy |
103,871
+506
| +0.5% | +$79.3K | 1.89% | 10 |
|
|
2021
Q2 | $16.1M | Sell |
103,365
-488
| -0.5% | -$76.6K | 1.8% | 10 |
|
|
2021
Q1 | $15.8M | Sell |
103,853
-384
| -0.4% | -$55.2K | 1.9% | 10 |
|
|
2020
Q4 | $13.2M | Sell |
104,237
-425
| -0.4% | -$47.5K | 1.73% | 13 |
|
|
2020
Q3 | $10.1M | Buy |
104,662
+7,345
| +8% | +$721K | 1.42% | 20 |
|
|
2020
Q2 | $9.15M | Buy |
97,317
+2,798
| +3% | +$265K | 1.37% | 19 |
|
|
2020
Q1 | $8.51M | Buy |
94,519
+3,277
| +4% | +$398K | 1.5% | 15 |
|
|
2019
Q4 | $12.7M | Buy |
91,242
+446
| +0.5% | +$57.2K | 1.77% | 13 |
|
|
2019
Q3 | $10.7M | Buy |
90,796
+2,376
| +3% | +$269K | 1.59% | 15 |
|
|
2019
Q2 | $9.88M | Sell |
88,420
-967
| -1% | -$107K | 1.51% | 17 |
|
|
2019
Q1 | $9.05M | Sell |
89,387
-259
| -0.3% | -$26.7K | 1.41% | 18 |
|
|
2018
Q4 | $8.75M | Buy |
89,646
+2,717
| +3% | +$289K | 1.6% | 12 |
|
|
2018
Q3 | $9.81M | Buy |
86,929
+5,338
| +7% | +$606K | 1.56% | 16 |
|
|
2018
Q2 | $8.5M | Buy |
81,591
+15,047
| +23% | +$1.65M | 1.44% | 17 |
|
|
2018
Q1 | $7.32M | Buy |
66,544
+3,863
| +6% | +$437K | 1.28% | 24 |
|
|
2017
Q4 | $6.7M | Sell |
62,681
-666
| -1% | -$67.4K | 1.14% | 33 |
|
|
2017
Q3 | $6.05M | Buy |
63,347
+40,899
| +182% | +$3.77M | 1.06% | 35 |
|
|
2017
Q2 | $2.05M | Buy |
22,448
+1,823
| +9% | +$157K | 0.46% | 73 |
|
|
2017
Q1 | $1.81M | Sell |
20,625
-71
| -0.3% | -$6.26K | 0.42% | 78 |
|
|
2016
Q4 | $1.79M | Buy |
20,696
+1,722
| +9% | +$131K | 0.44% | 77 |
|
|
2016
Q3 | $1.26M | Sell |
18,974
-1,100
| -5% | -$71.7K | 0.33% | 81 |
|
|
2016
Q2 | $1.25M | Sell |
20,074
-2,001
| -9% | -$125K | 0.34% | 77 |
|
|
2016
Q1 | $1.31M | Sell |
22,075
-4,549
| -17% | -$266K | 0.37% | 77 |
|
|
2015
Q4 | $1.76M | Sell |
26,624
-1,364
| -5% | -$88.8K | 0.48% | 67 |
|
|
2015
Q3 | $1.71M | Buy |
27,988
+2,735
| +11% | +$179K | 0.47% | 68 |
|
|
2015
Q2 | $1.71M | Sell |
25,253
-1,108
| -4% | -$72.3K | 0.42% | 67 |
|
|
2015
Q1 | $1.6M | Buy |
26,361
+767
| +3% | +$45.4K | 0.4% | 68 |
|
|
2014
Q4 | $1.6M | Buy |
25,594
+2,588
| +11% | +$156K | 0.4% | 71 |
|
|
2014
Q3 | $1.39M | Sell |
23,006
-2,149
| -9% | -$126K | 0.34% | 75 |
|
|
2014
Q2 | $1.45M | Sell |
25,155
-4,570
| -15% | -$257K | 0.35% | 77 |
|
|
2014
Q1 | $1.8M | Sell |
29,725
-1,758
| -6% | -$102K | 0.48% | 70 |
|
|
2013
Q4 | $1.84M | Sell |
31,483
-249
| -0.8% | -$13.6K | 0.51% | 69 |
|
|
2013
Q3 | $1.64M | Buy |
31,732
+6,093
| +24% | +$327K | 0.51% | 72 |
|
|
2013
Q2 | $1.35M | Buy |
+25,639
| New | +$1.3M | 0.45% | 70 |
|
Other funds holding JPM
VCM
VPM
Novare Capital Management's JPM Position: Q1 2026 in Review
Novare Capital Management reduced its JPMorgan Chase (JPM) stake by 4.4% in Q1 2026, selling an estimated $1.06M and leaving 76,229 shares worth $22.4M. The position accounts for 1.78% of the portfolio, ranked #15.
Novare Capital Management first reported a position in JPM in Q2 2013 and has held it in 52 quarters since. The position peaked at $25.7M in Q4 2025. 5,055 funds tracked by Wall St. Rank hold JPM as of Q1 2026.
- Novare Capital Management held 76,229 shares of JPMorgan Chase worth $22.4M as of Q1 2026.
- Novare Capital Management sold 3,509 JPMorgan Chase shares in Q1 2026, an estimated $1.06M.
- JPMorgan Chase made up 1.78% of Novare Capital Management's portfolio in Q1 2026, its #15 holding.
- Novare Capital Management first reported a position in JPMorgan Chase in Q2 2013 and has held it in 52 quarters since.
- Novare Capital Management's JPMorgan Chase position peaked at $25.7M in Q4 2025.
- 5,055 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.
Based on Novare Capital Management's 13F filing for Q1 2026, filed 17 Apr 2026.