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Old Port Advisors’s JPMorgan Chase JPM Stock Holding History

Old Port Advisors’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 		$7.44M Buy
25,278
+26
+0.1% +$7.89K 1.71% 10
2025
Q4 		$8.14M Sell
25,252
-200
-0.8% -$61.9K 2% 7
2025
Q3 		$8.03M Sell
25,452
-749
-3% -$223K 2.02% 5
2025
Q2 		$7.6M Sell
26,201
-93
-0.4% -$23.7K 2.07% 5
2025
Q1 		$6.45M Sell
26,294
-513
-2% -$131K 1.91% 9
2024
Q4 		$6.43M Sell
26,807
-435
-2% -$101K 1.85% 9
2024
Q3 		$5.74M Sell
27,242
-412
-1% -$86.8K 1.6% 11
2024
Q2 		$5.59M Sell
27,654
-161
-0.6% -$31.5K 1.67% 10
2024
Q1 		$5.57M Sell
27,815
-311
-1% -$56.1K 1.71% 9
2023
Q4 		$4.78M Buy
28,126
+296
+1% +$44.9K 1.59% 9
2023
Q3 		$4.04M Buy
+27,830
New +$4.17M 1.46% 10
2023
Q1 		$3.61M Sell
28,088
-145
-0.5% -$19.9K 1.3% 12
2022
Q4 		$3.79M Buy
28,233
+651
+2% +$82.5K 1.43% 8
2022
Q3 		$3.04M Buy
27,582
+256
+0.9% +$29.4K 1.21% 14
2022
Q2 		$3.08M Buy
27,326
+132
+0.5% +$16.4K 1.19% 16
2022
Q1 		$3.68M Buy
27,194
+26
+0.1% +$3.84K 1.25% 14
2021
Q4 		$4.5M Sell
27,168
-397
-1% -$65.2K 1.52% 8
2021
Q3 		$4.66M Buy
27,565
+479
+2% +$75.1K 1.69% 5
2021
Q2 		$4.2M Sell
27,086
-110
-0.4% -$17.3K 1.51% 8
2021
Q1 		$4.14M Buy
27,196
+238
+0.9% +$34.2K 1.62% 9
2020
Q4 		$3.39M Buy
26,958
+222
+0.8% +$24.8K 1.47% 15
2020
Q3 		$2.57M Buy
26,736
+462
+2% +$45.4K 1.27% 23
2020
Q2 		$2.47M Sell
26,274
-284
-1% -$26.9K 1.29% 21
2020
Q1 		$2.39M Buy
26,558
+1,596
+6% +$194K 1.46% 19
2019
Q4 		$3.45M Sell
24,962
-12
-0% -$1.54K 1.67% 10
2019
Q3 		$2.86M Sell
24,974
-25
-0.1% -$2.83K 1.5% 15
2019
Q2 		$2.82M Sell
24,999
-55
-0.2% -$6.06K 1.45% 20
2019
Q1 		$2.54M Sell
25,054
-1,467
-6% -$151K 1.33% 24
2018
Q4 		$2.73M Buy
+26,521
New +$2.83M 1.53% 16
2018
Q2 		$2.97M Buy
+28,516
New +$3.13M 1.6% 12

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

Old Port Advisors's JPM Position: Q1 2026 in Review

Old Port Advisors increased its JPMorgan Chase (JPM) stake by 0.1% in Q1 2026, buying an estimated $7.89K and bringing the position to 25,278 shares worth $7.44M. The position accounts for 1.71% of the portfolio, ranked #10.

Old Port Advisors first reported a position in JPM in Q2 2018 and has held it in 30 quarters since. The position peaked at $8.14M in Q4 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Old Port Advisors held 25,278 shares of JPMorgan Chase worth $7.44M as of Q1 2026.
  • Old Port Advisors bought 26 JPMorgan Chase shares in Q1 2026, an estimated $7.89K.
  • JPMorgan Chase made up 1.71% of Old Port Advisors's portfolio in Q1 2026, its #10 holding.
  • Old Port Advisors first reported a position in JPMorgan Chase in Q2 2018 and has held it in 30 quarters since.
  • Old Port Advisors's JPMorgan Chase position peaked at $8.14M in Q4 2025.
  • 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Old Port Advisors's 13F filing for Q1 2026, filed 6 Apr 2026.