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Orca Investment Management’s JPMorgan Chase JPM Stock Holding History

Orca Investment 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 		$2M Sell
6,808
-303
-4% -$92K 1.7% 21
2025
Q4 		$2.29M Buy
7,111
+18
+0.3% +$5.57K 1.8% 15
2025
Q3 		$2.24M Sell
7,093
-58
-0.8% -$17.3K 1.83% 17
2025
Q2 		$2.07M Buy
7,151
+90
+1% +$23K 1.87% 16
2025
Q1 		$1.73M Buy
7,061
+24
+0.3% +$6.12K 1.73% 18
2024
Q4 		$1.69M Sell
7,037
-706
-9% -$164K 1.59% 24
2024
Q3 		$1.63M Buy
7,743
+343
+5% +$72.2K 1.47% 23
2024
Q2 		$1.5M Buy
7,400
+21
+0.3% +$4.11K 1.43% 23
2024
Q1 		$1.48M Sell
7,379
-746
-9% -$135K 1.38% 26
2023
Q4 		$1.38M Buy
8,125
+11
+0.1% +$1.67K 1.33% 27
2023
Q3 		$1.18M Sell
8,114
-180
-2% -$27K 1.31% 27
2023
Q2 		$1.21M Buy
8,294
+68
+0.8% +$9.35K 1.31% 26
2023
Q1 		$1.07M Buy
8,226
+4
+0% +$548 1.31% 25
2022
Q4 		$1.1M Buy
8,222
+30
+0.4% +$3.8K 1.4% 24
2022
Q3 		$856K Sell
8,192
-226
-3% -$25.9K 1.12% 27
2022
Q2 		$948K Buy
8,418
+135
+2% +$16.7K 0.88% 30
2022
Q1 		$1.13M Sell
8,283
-344
-4% -$50.8K 0.92% 29
2021
Q4 		$1.37M Sell
8,627
-358
-4% -$58.8K 1.12% 29
2021
Q3 		$1.47M Sell
8,985
-883
-9% -$138K 1.29% 29
2021
Q2 		$1.53M Sell
9,868
-840
-8% -$132K 1.38% 28
2021
Q1 		$1.63M Sell
10,708
-321
-3% -$46.2K 1.69% 24
2020
Q4 		$1.4M Buy
+11,029
New +$1.23M 1.47% 27
2019
Q3 		$1.41M Buy
11,997
+14
+0.1% +$1.58K 1.66% 25
2019
Q2 		$1.34M Sell
11,983
-70
-0.6% -$7.72K 1.49% 27
2019
Q1 		$1.22M Buy
12,053
+227
+2% +$23.4K 1.39% 27
2018
Q4 		$1.15M Buy
11,826
+296
+3% +$31.5K 1.48% 27
2018
Q3 		$1.3M Sell
11,530
-232
-2% -$26.3K 1.31% 28
2018
Q2 		$1.23M Buy
11,762
+658
+6% +$72.2K 1.31% 29
2018
Q1 		$1.22M Sell
11,104
-3,538
-24% -$401K 1.4% 26
2017
Q4 		$1.57M Hold
14,642
– – 1.37% 29
2017
Q3 		$1.4M Hold
14,642
– – 1.24% 32
2017
Q2 		$1.34M Sell
14,642
-1,000
-6% -$86.3K 1.25% 32
2017
Q1 		$1.37M Hold
15,642
– – 1.25% 34
2016
Q4 		$1.35M Sell
15,642
-347
-2% -$26.5K 1.32% 33
2016
Q3 		$1.06M Hold
15,989
– – 1.11% 32
2016
Q2 		$994K Sell
15,989
-136
-0.8% -$8.49K 0.97% 39
2016
Q1 		$955K Hold
16,125
– – 1.08% 33
2015
Q4 		$1.06M Sell
16,125
-410
-2% -$26.7K 1.17% 34
2015
Q3 		$1.01M Hold
16,535
– – 1.24% 33
2015
Q2 		$1.12M Buy
16,535
+41
+0.2% +$2.68K 1.03% 40
2015
Q1 		$999K Hold
16,494
– – 0.89% 38
2014
Q4 		$1.03M Sell
16,494
-727
-4% -$43.7K 0.92% 40
2014
Q3 		$1.04M Buy
17,221
+533
+3% +$31.2K 0.89% 40
2014
Q2 		$962K Buy
16,688
+2,409
+17% +$135K 0.76% 39
2014
Q1 		$867K Hold
14,279
– – 0.72% 43
2013
Q4 		$835K Buy
+14,279
New +$782K 0.68% 44

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

Orca Investment Management's JPM Position: Q1 2026 in Review

Orca Investment Management reduced its JPMorgan Chase (JPM) stake by 4.3% in Q1 2026, selling an estimated $92K and leaving 6,808 shares worth $2M. The position accounts for 1.7% of the portfolio, ranked #21.

Orca Investment Management first reported a position in JPM in Q4 2013 and has held it in 46 quarters since. The position peaked at $2.29M in Q4 2025. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Orca Investment Management held 6,808 shares of JPMorgan Chase worth $2M as of Q1 2026.
  • Orca Investment Management sold 303 JPMorgan Chase shares in Q1 2026, an estimated $92K.
  • JPMorgan Chase made up 1.7% of Orca Investment Management's portfolio in Q1 2026, its #21 holding.
  • Orca Investment Management first reported a position in JPMorgan Chase in Q4 2013 and has held it in 46 quarters since.
  • Orca Investment Management's JPMorgan Chase position peaked at $2.29M in Q4 2025.
  • 5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Orca Investment Management's 13F filing for Q1 2026, filed 23 Apr 2026.