O'Neil Global Advisors’s JPMorgan Chase JPM Stock Holding History

O'Neil Global 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	–	Sell	-4,464	Closed	-$1.44M	–	30
2025 Q4	$1.44M	Sell	4,464 -1,102	-20%	-$341K	0.5%	27
2025 Q3	$1.76M	Buy	5,566 +82	+1%	+$24.4K	0.32%	27
2025 Q2	$1.59M	Buy	+5,484	New	+$1.4M	0.37%	34
2025 Q1	–	Sell	-2,216	Closed	-$531K	–	35
2024 Q4	$531K	Buy	2,216 +6	+0.3%	+$1.4K	0.16%	33
2024 Q3	$466K	Buy	2,210 +710	+47%	+$150K	0.12%	56
2024 Q2	$303K	Buy	+1,500	New	+$293K	0.14%	36
2024 Q1	–	Sell	-8,200	Closed	-$1.4M	–	53
2023 Q4	$1.4M	Buy	+8,200	New	+$1.24M	0.81%	15
2023 Q1	–	Sell	-4,313	Closed	-$578K	–	78
2022 Q4	$578K	Buy	+4,313	New	+$546K	2.67%	9
2022 Q1	–	Sell	-3,560	Closed	-$564K	–	83
2021 Q4	$564K	Buy	+3,560	New	+$585K	0.93%	22

Other funds holding JPM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

O'Neil Global Advisors's JPM Position: Q1 2026 in Review

O'Neil Global Advisors sold out of JPMorgan Chase (JPM) in Q1 2026, closing a stake of 4,464 shares — an estimated $1.44M sold.

O'Neil Global Advisors first reported a position in JPM in Q4 2021 and held it in 9 quarters. The position peaked at $1.76M in Q3 2025. 5,058 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

O'Neil Global Advisors reported no remaining JPMorgan Chase position as of Q1 2026 after selling out during the quarter.
O'Neil Global Advisors sold 4,464 JPMorgan Chase shares in Q1 2026, an estimated $1.44M.
O'Neil Global Advisors first reported a position in JPMorgan Chase in Q4 2021 and held it in 9 quarters.
O'Neil Global Advisors's JPMorgan Chase position peaked at $1.76M in Q3 2025.
5,058 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on O'Neil Global Advisors's 13F filing for Q1 2026, filed 11 May 2026.