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Outfitter Financial’s JPMorgan Chase JPM Stock Holding History

Outfitter Financial’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 		$4.57M Sell
15,522
-90
-0.6% -$27.3K 3.53% 3
2025
Q4 		$5.03M Sell
15,612
-600
-4% -$186K 3.96% 3
2025
Q3 		$5.11M Sell
16,212
-500
-3% -$149K 4.14% 2
2025
Q2 		$4.84M Sell
16,712
-425
-2% -$108K 4.13% 2
2025
Q1 		$4.2M Sell
17,137
-960
-5% -$245K 3.78% 2
2024
Q4 		$4.34M Sell
18,097
-590
-3% -$137K 3.47% 4
2024
Q3 		$3.94M Sell
18,687
-1,301
-7% -$274K 3.25% 4
2024
Q2 		$4.04M Sell
19,988
-405
-2% -$79.2K 3.37% 4
2024
Q1 		$4.08M Sell
20,393
-1,505
-7% -$272K 3.35% 2
2023
Q4 		$3.72M Sell
21,898
-55
-0.3% -$8.34K 3.26% 3
2023
Q3 		$3.18M Sell
21,953
-20
-0.1% -$3K 3% 3
2023
Q2 		$3.2M Sell
21,973
-115
-0.5% -$15.8K 2.86% 3
2023
Q1 		$2.88M Sell
22,088
-55
-0.2% -$7.54K 2.59% 4
2022
Q4 		$2.97M Sell
22,143
-35
-0.2% -$4.43K 2.69% 3
2022
Q3 		$2.32M Buy
22,178
+950
+4% +$109K 2.27% 9
2022
Q2 		$2.39M Buy
21,228
+295
+1% +$36.5K 2.17% 8
2022
Q1 		$2.85M Buy
20,933
+595
+3% +$87.8K 2.18% 9
2021
Q4 		$3.22M Buy
20,338
+20
+0.1% +$3.28K 2.36% 7
2021
Q3 		$3.33M Sell
20,318
-152
-0.7% -$23.8K 2.62% 4
2021
Q2 		$3.18M Buy
20,470
+15
+0.1% +$2.36K 2.44% 6
2021
Q1 		$3.11M Buy
20,455
+1,745
+9% +$251K 2.57% 5
2020
Q4 		$2.38M Buy
+18,710
New +$2.09M 2.29% 7

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

Outfitter Financial's JPM Position: Q1 2026 in Review

Outfitter Financial reduced its JPMorgan Chase (JPM) stake by 0.58% in Q1 2026, selling an estimated $27.3K and leaving 15,522 shares worth $4.57M. The position accounts for 3.53% of the portfolio, ranked #3.

Outfitter Financial first reported a position in JPM in Q4 2020 and has held it in 22 quarters since. The position peaked at $5.11M in Q3 2025. 5,053 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Outfitter Financial held 15,522 shares of JPMorgan Chase worth $4.57M as of Q1 2026.
  • Outfitter Financial sold 90 JPMorgan Chase shares in Q1 2026, an estimated $27.3K.
  • JPMorgan Chase made up 3.53% of Outfitter Financial's portfolio in Q1 2026, its #3 holding.
  • Outfitter Financial first reported a position in JPMorgan Chase in Q4 2020 and has held it in 22 quarters since.
  • Outfitter Financial's JPMorgan Chase position peaked at $5.11M in Q3 2025.
  • 5,053 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Outfitter Financial's 13F filing for Q1 2026, filed 21 Apr 2026.