P.A.W. Capital’s JPMorgan Chase JPM Stock Holding History

P.A.W. Capital’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	$3.09M	Buy	+10,590	New	+$3.21M	3.5%	7
2022 Q4	–	Sell	-7,500	Closed	-$784K	–	38
2022 Q3	$784K	Hold	7,500	–	–	1.17%	35
2022 Q2	$845K	Buy	7,500 +1,000	+15%	+$124K	1.23%	35
2022 Q1	$886K	Buy	6,500 +1,000	+18%	+$148K	0.93%	41
2021 Q4	$871K	Hold	5,500	–	–	0.8%	38
2021 Q3	$900K	Hold	5,500	–	–	0.8%	35
2021 Q2	$855K	Hold	5,500	–	–	0.72%	39
2021 Q1	$837K	Sell	5,500 -500	-8%	-$71.9K	0.74%	32
2020 Q4	$762K	Sell	6,000 -1,000	-14%	-$112K	0.67%	32
2020 Q3	$674K	Hold	7,000	–	–	0.73%	31
2020 Q2	$658K	Buy	7,000 +2,000	+40%	+$190K	0.74%	32
2020 Q1	$450K	Sell	5,000 -500	-9%	-$60.7K	0.61%	51
2019 Q4	$767K	Sell	5,500 -500	-8%	-$64.1K	0.82%	27
2019 Q3	$706K	Hold	6,000	–	–	0.88%	31
2019 Q2	$671K	Hold	6,000	–	–	0.73%	41
2019 Q1	$607K	Hold	6,000	–	–	0.6%	51
2018 Q4	$586K	Buy	+6,000	New	+$639K	0.73%	48

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

P.A.W. Capital's JPM Position: Q1 2026 in Review

P.A.W. Capital opened a new position in JPMorgan Chase (JPM) in Q1 2026: 10,590 shares worth $3.09M. The stake represents 3.5% of the portfolio and ranks #7 among its holdings. This is a return to the name: P.A.W. Capital previously reported a position in JPM as recently as Q3 2022.

P.A.W. Capital first reported a position in JPM in Q4 2018 and has held it in 17 quarters since. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

P.A.W. Capital held 10,590 shares of JPMorgan Chase worth $3.09M as of Q1 2026.
JPMorgan Chase was a new P.A.W. Capital position in Q1 2026.
JPMorgan Chase made up 3.5% of P.A.W. Capital's portfolio in Q1 2026, its #7 holding.
P.A.W. Capital first reported a position in JPMorgan Chase in Q4 2018 and has held it in 17 quarters since.
5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on P.A.W. Capital's 13F filing for Q1 2026, filed 21 Apr 2026.