Palogic Value Management’s JPMorgan Chase JPM Stock Holding History

Palogic Value 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	$1.9M	Sell	6,474 -150	-2%	-$45.5K	0.8%	29
2025 Q4	$2.13M	Hold	6,624	–	–	0.89%	30
2025 Q3	$2.09M	Hold	6,624	–	–	0.84%	29
2025 Q2	$1.92M	Hold	6,624	–	–	0.78%	36
2025 Q1	$1.62M	Hold	6,624	–	–	0.7%	46
2024 Q4	$1.59M	Sell	6,624 -200	-3%	-$46.6K	0.6%	52
2024 Q3	$1.44M	Hold	6,824	–	–	0.49%	57
2024 Q2	$1.38M	Hold	6,824	–	–	0.59%	55
2024 Q1	$1.37M	Hold	6,824	–	–	0.59%	58
2023 Q4	$1.16M	Hold	6,824	–	–	0.51%	64
2023 Q3	$990K	Hold	6,824	–	–	0.47%	66
2023 Q2	$992K	Hold	6,824	–	–	0.47%	65
2023 Q1	$889K	Hold	6,824	–	–	0.44%	69
2022 Q4	$915K	Buy	+6,824	New	+$865K	0.48%	68

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

Palogic Value Management's JPM Position: Q1 2026 in Review

Palogic Value Management reduced its JPMorgan Chase (JPM) stake by 2.3% in Q1 2026, selling an estimated $45.5K and leaving 6,474 shares worth $1.9M. The position accounts for 0.8% of the portfolio, ranked #29.

Palogic Value Management first reported a position in JPM in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.13M in Q4 2025. 5,060 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Palogic Value Management held 6,474 shares of JPMorgan Chase worth $1.9M as of Q1 2026.
Palogic Value Management sold 150 JPMorgan Chase shares in Q1 2026, an estimated $45.5K.
JPMorgan Chase made up 0.8% of Palogic Value Management's portfolio in Q1 2026, its #29 holding.
Palogic Value Management first reported a position in JPMorgan Chase in Q4 2022 and has held it in 14 quarters since.
Palogic Value Management's JPMorgan Chase position peaked at $2.13M in Q4 2025.
5,060 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Palogic Value Management's 13F filing for Q1 2026, filed 15 May 2026.