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One Capital Management’s JPMorgan Chase JPM Stock Holding History

One Capital 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 		$20.7M Buy
70,363
+3,524
+5% +$1.07M 0.57% 37
2025
Q4 		$21.5M Buy
66,839
+250
+0.4% +$77.4K 0.65% 29
2025
Q3 		$21M Sell
66,589
-343
-0.5% -$102K 0.67% 31
2025
Q2 		$19.4M Buy
66,932
+3,130
+5% +$799K 0.67% 33
2025
Q1 		$15.7M Buy
63,802
+127
+0.2% +$32.4K 0.53% 47
2024
Q4 		$15.3M Sell
63,675
-5,073
-7% -$1.18M 0.51% 47
2024
Q3 		$14.5M Buy
68,748
+975
+1% +$205K 0.46% 52
2024
Q2 		$13.7M Buy
67,773
+969
+1% +$189K 0.47% 49
2024
Q1 		$13.4M Sell
66,804
-725
-1% -$131K 0.49% 52
2023
Q4 		$11.5M Sell
67,529
-912
-1% -$138K 0.46% 56
2023
Q3 		$9.93M Buy
68,441
+1,957
+3% +$293K 0.44% 54
2023
Q2 		$9.67M Buy
66,484
+523
+0.8% +$71.9K 0.44% 56
2023
Q1 		$8.6M Buy
65,961
+3,576
+6% +$490K 0.42% 60
2022
Q4 		$8.37M Sell
62,385
-1,035
-2% -$131K 0.45% 60
2022
Q3 		$6.63M Buy
63,420
+1,534
+2% +$176K 0.39% 66
2022
Q2 		$6.97M Buy
61,886
+3,802
+7% +$471K 0.41% 63
2022
Q1 		$7.92M Buy
58,084
+1,470
+3% +$217K 0.42% 53
2021
Q4 		$8.96M Buy
56,614
+9,916
+21% +$1.63M 0.68% 33
2021
Q3 		$7.64M Sell
46,698
-457
-1% -$71.6K 0.63% 35
2021
Q2 		$7.33M Buy
47,155
+3,081
+7% +$484K 0.65% 34
2021
Q1 		$6.71M Sell
44,074
-972
-2% -$140K 0.74% 30
2020
Q4 		$5.72M Buy
45,046
+3,156
+8% +$353K 0.69% 33
2020
Q3 		$4.03M Buy
41,890
+2,215
+6% +$218K 0.55% 47
2020
Q2 		$3.73M Buy
39,675
+2,804
+8% +$266K 0.54% 49
2020
Q1 		$3.32M Buy
36,871
+270
+0.7% +$32.8K 0.56% 40
2019
Q4 		$5.1M Sell
36,601
-860
-2% -$110K 0.78% 27
2019
Q3 		$4.41M Buy
37,461
+153
+0.4% +$17.3K 0.73% 32
2019
Q2 		$4.17M Buy
37,308
+109
+0.3% +$12K 0.71% 32
2019
Q1 		$3.77M Sell
37,199
-1,596
-4% -$164K 0.67% 36
2018
Q4 		$3.79M Buy
38,795
+659
+2% +$70.2K 0.77% 32
2018
Q3 		$4.3M Buy
38,136
+3,022
+9% +$343K 0.78% 30
2018
Q2 		$3.66M Buy
35,114
+416
+1% +$45.6K 0.69% 35
2018
Q1 		$3.82M Sell
34,698
-742
-2% -$84K 0.75% 32
2017
Q4 		$3.79M Buy
35,440
+202
+0.6% +$20.5K 0.76% 32
2017
Q3 		$3.37M Buy
35,238
+236
+0.7% +$21.8K 0.7% 35
2017
Q2 		$3.2M Buy
35,002
+1,488
+4% +$128K 0.94% 27
2017
Q1 		$2.94M Sell
33,514
-2,539
-7% -$224K 0.92% 30
2016
Q4 		$3.11M Sell
36,053
-1,058
-3% -$80.7K 0.99% 27
2016
Q3 		$2.47M Buy
37,111
+11
+0% +$717 0.81% 39
2016
Q2 		$2.31M Sell
37,100
-1,420
-4% -$88.7K 0.8% 43
2016
Q1 		$2.28K Buy
38,520
+1,968
+5% +$115K 0.09% 42
2015
Q4 		$2.48M Sell
36,552
-1,218
-3% -$79.3K 0.84% 34
2015
Q3 		$2.3M Buy
37,770
+973
+3% +$63.7K 0.84% 34
2015
Q2 		$2.49M Buy
36,797
+1,064
+3% +$69.5K 0.71% 38
2015
Q1 		$2.17M Buy
35,733
+3,493
+11% +$207K 0.65% 45
2014
Q4 		$2.02M Buy
32,240
+1,832
+6% +$110K 0.76% 42
2014
Q3 		$1.83M Sell
30,408
-1,200
-4% -$70.1K 0.66% 42
2014
Q2 		$1.82M Sell
31,608
-27
-0.1% -$1.52K 0.73% 45
2014
Q1 		$1.92M Buy
+31,635
New +$1.83M 0.73% 40

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

One Capital Management's JPM Position: Q1 2026 in Review

One Capital Management increased its JPMorgan Chase (JPM) stake by 5.3% in Q1 2026, buying an estimated $1.07M and bringing the position to 70,363 shares worth $20.7M. The position accounts for 0.57% of the portfolio, ranked #37.

One Capital Management first reported a position in JPM in Q1 2014 and has held it in 49 quarters since. The position peaked at $21.5M in Q4 2025. 5,058 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • One Capital Management held 70,363 shares of JPMorgan Chase worth $20.7M as of Q1 2026.
  • One Capital Management bought 3,524 JPMorgan Chase shares in Q1 2026, an estimated $1.07M.
  • JPMorgan Chase made up 0.57% of One Capital Management's portfolio in Q1 2026, its #37 holding.
  • One Capital Management first reported a position in JPMorgan Chase in Q1 2014 and has held it in 49 quarters since.
  • One Capital Management's JPMorgan Chase position peaked at $21.5M in Q4 2025.
  • 5,058 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on One Capital Management's 13F filing for Q1 2026, filed 13 May 2026.