Oberweis Asset 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 | $936K | Buy |
3,184
+132
| +4% | +$40.1K | 0.03% | 154 |
|
|
2025
Q4 | $983K | Sell |
3,052
-69
| -2% | -$21.4K | 0.04% | 162 |
|
|
2025
Q3 | $984K | Sell |
3,121
-329
| -10% | -$97.8K | 0.04% | 165 |
|
|
2025
Q2 | $1M | Sell |
3,450
-68
| -2% | -$17.4K | 0.04% | 167 |
|
|
2025
Q1 | $863K | Buy |
3,518
+2
| +0.1% | +$510 | 0.04% | 172 |
|
|
2024
Q4 | $843K | Sell |
3,516
-193
| -5% | -$45K | 0.04% | 178 |
|
|
2024
Q3 | $782K | Sell |
3,709
-98
| -3% | -$20.6K | 0.04% | 188 |
|
|
2024
Q2 | $770K | Buy |
3,807
+3
| +0.1% | +$587 | 0.05% | 179 |
|
|
2024
Q1 | $762K | Buy |
3,804
+2
| +0.1% | +$361 | 0.06% | 174 |
|
|
2023
Q4 | $647K | Sell |
3,802
-202
| -5% | -$30.6K | 0.06% | 177 |
|
|
2023
Q3 | $581K | Sell |
4,004
-91
| -2% | -$13.6K | 0.06% | 179 |
|
|
2023
Q2 | $596K | Buy |
4,095
+3
| +0.1% | +$413 | 0.07% | 166 |
|
|
2023
Q1 | $533K | Buy |
4,092
+3
| +0.1% | +$411 | 0.08% | 154 |
|
|
2022
Q4 | $548K | Buy |
4,089
+3
| +0.1% | +$380 | 0.12% | 150 |
|
|
2022
Q3 | $427K | Buy |
4,086
+3
| +0.1% | +$344 | 0.1% | 151 |
|
|
2022
Q2 | $460K | Buy |
4,083
+33
| +0.8% | +$4.09K | 0.12% | 123 |
|
|
2022
Q1 | $552K | Buy |
4,050
+3
| +0.1% | +$443 | 0.11% | 109 |
|
|
2021
Q4 | $641K | Sell |
4,047
-228
| -5% | -$37.4K | 0.12% | 108 |
|
|
2021
Q3 | $700K | Sell |
4,275
-77
| -2% | -$12.1K | 0.15% | 106 |
|
|
2021
Q2 | $677K | Sell |
4,352
-78
| -2% | -$12.3K | 0.15% | 107 |
|
|
2021
Q1 | $674K | Sell |
4,430
-47
| -1% | -$6.76K | 0.14% | 104 |
|
|
2020
Q4 | $569K | Buy |
4,477
+4
| +0.1% | +$447 | 0.15% | 82 |
|
|
2020
Q3 | $431K | Buy |
4,473
+4
| +0.1% | +$393 | 0.15% | 89 |
|
|
2020
Q2 | $420K | Sell |
4,469
-17
| -0.4% | -$1.61K | 0.16% | 91 |
|
|
2020
Q1 | $404K | Sell |
4,486
-67
| -1% | -$8.14K | 0.22% | 111 |
|
|
2019
Q4 | $635K | Sell |
4,553
-76
| -2% | -$9.75K | 0.21% | 121 |
|
|
2019
Q3 | $545K | Sell |
4,629
-184
| -4% | -$20.8K | 0.12% | 140 |
|
|
2019
Q2 | $538K | Buy |
4,813
+4
| +0.1% | +$441 | 0.1% | 139 |
|
|
2019
Q1 | $487K | Buy |
4,809
+5
| +0.1% | +$515 | 0.1% | 143 |
|
|
2018
Q4 | $469K | Sell |
4,804
-64
| -1% | -$6.82K | 0.1% | 142 |
|
|
2018
Q3 | $549K | Buy |
4,868
+3
| +0.1% | +$341 | 0.11% | 150 |
|
|
2018
Q2 | $507K | Sell |
4,865
-177
| -4% | -$19.4K | 0.13% | 159 |
|
|
2018
Q1 | $554K | Sell |
5,042
-197
| -4% | -$22.3K | 0.15% | 156 |
|
|
2017
Q4 | $560K | Buy |
5,239
+3
| +0.1% | +$304 | 0.13% | 153 |
|
|
2017
Q3 | $500K | Sell |
5,236
-147
| -3% | -$13.6K | 0.14% | 113 |
|
|
2017
Q2 | $492K | Buy |
5,383
+289
| +6% | +$24.9K | 0.14% | 108 |
|
|
2017
Q1 | $447K | Buy |
5,094
+2
| +0% | +$176 | 0.13% | 105 |
|
|
2016
Q4 | $439K | Sell |
5,092
-305
| -6% | -$23.3K | 0.13% | 102 |
|
|
2016
Q3 | $359K | Sell |
5,397
-425
| -7% | -$27.7K | 0.1% | 108 |
|
|
2016
Q2 | $362K | Buy |
5,822
+5
| +0.1% | +$312 | 0.11% | 132 |
|
|
2016
Q1 | $344K | Buy |
5,817
+97
| +2% | +$5.67K | 0.1% | 145 |
|
|
2015
Q4 | $378K | Buy |
5,720
+3
| +0.1% | +$195 | 0.11% | 144 |
|
|
2015
Q3 | $349K | Buy |
5,717
+2
| +0% | +$131 | 0.1% | 122 |
|
|
2015
Q2 | $387K | Sell |
5,715
-196
| -3% | -$12.8K | 0.1% | 122 |
|
|
2015
Q1 | $358K | Buy |
5,911
+4
| +0.1% | +$237 | 0.1% | 133 |
|
|
2014
Q4 | $370K | Buy |
5,907
+4
| +0.1% | +$241 | 0.11% | 93 |
|
|
2014
Q3 | $356K | Buy |
5,903
+4
| +0.1% | +$234 | 0.1% | 102 |
|
|
2014
Q2 | $340K | Buy |
5,899
+244
| +4% | +$13.7K | 0.08% | 115 |
|
|
2014
Q1 | $343K | Sell |
5,655
-94
| -2% | -$5.43K | 0.07% | 122 |
|
|
2013
Q4 | $336K | Sell |
5,749
-58
| -1% | -$3.18K | 0.08% | 113 |
|
|
2013
Q3 | $300K | Sell |
5,807
-375
| -6% | -$20.1K | 0.09% | 106 |
|
|
2013
Q2 | $326K | Buy |
+6,182
| New | +$314K | 0.09% | 125 |
|
Other funds holding JPM
VCM
VPM
Oberweis Asset Management's JPM Position: Q1 2026 in Review
Oberweis Asset Management increased its JPMorgan Chase (JPM) stake by 4.3% in Q1 2026, buying an estimated $40.1K and bringing the position to 3,184 shares worth $936K. The position accounts for 0.03% of the portfolio, ranked #154.
Oberweis Asset Management first reported a position in JPM in Q2 2013 and has held it in 52 quarters since. The position peaked at $1M in Q2 2025. 5,059 funds tracked by Wall St. Rank hold JPM as of Q1 2026.
- Oberweis Asset Management held 3,184 shares of JPMorgan Chase worth $936K as of Q1 2026.
- Oberweis Asset Management bought 132 JPMorgan Chase shares in Q1 2026, an estimated $40.1K.
- JPMorgan Chase made up 0.03% of Oberweis Asset Management's portfolio in Q1 2026, its #154 holding.
- Oberweis Asset Management first reported a position in JPMorgan Chase in Q2 2013 and has held it in 52 quarters since.
- Oberweis Asset Management's JPMorgan Chase position peaked at $1M in Q2 2025.
- 5,059 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.
Based on Oberweis Asset Management's 13F filing for Q1 2026, filed 15 May 2026.