Panagora Asset Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $190M | Sell |
645,667
-168,282
| -21% | -$51.1M | 0.71% | 22 |
|
|
2025
Q4 | $262M | Sell |
813,949
-399,662
| -33% | -$124M | 0.93% | 13 |
|
|
2025
Q3 | $383M | Sell |
1,213,611
-55,714
| -4% | -$16.6M | 1.54% | 9 |
|
|
2025
Q2 | $368M | Buy |
1,269,325
+414,353
| +48% | +$106M | 1.66% | 7 |
|
|
2025
Q1 | $210M | Buy |
854,972
+67,898
| +9% | +$17.3M | 1.05% | 14 |
|
|
2024
Q4 | $189M | Sell |
787,074
-395,422
| -33% | -$92.1M | 0.87% | 17 |
|
|
2024
Q3 | $249M | Sell |
1,182,496
-307,286
| -21% | -$64.7M | 1.19% | 9 |
|
|
2024
Q2 | $301M | Sell |
1,489,782
-7,021
| -0.5% | -$1.37M | 1.52% | 7 |
|
|
2024
Q1 | $300M | Buy |
1,496,803
+32,273
| +2% | +$5.82M | 1.56% | 7 |
|
|
2023
Q4 | $249M | Buy |
1,464,530
+276,389
| +23% | +$41.9M | 1.39% | 9 |
|
|
2023
Q3 | $172M | Sell |
1,188,141
-820
| -0.1% | -$123K | 1.07% | 11 |
|
|
2023
Q2 | $173M | Buy |
1,188,961
+30,791
| +3% | +$4.23M | 1.02% | 12 |
|
|
2023
Q1 | $151M | Buy |
1,158,170
+21,401
| +2% | +$2.93M | 0.95% | 11 |
|
|
2022
Q4 | $152M | Buy |
1,136,769
+142,444
| +14% | +$18M | 1% | 10 |
|
|
2022
Q3 | $104M | Buy |
994,325
+150,368
| +18% | +$17.3M | 0.72% | 21 |
|
|
2022
Q2 | $95M | Sell |
843,957
-142,880
| -14% | -$17.7M | 0.62% | 26 |
|
|
2022
Q1 | $135M | Sell |
986,837
-515,978
| -34% | -$76.2M | 0.73% | 19 |
|
|
2021
Q4 | $238M | Sell |
1,502,815
-178,741
| -11% | -$29.4M | 1.26% | 11 |
|
|
2021
Q3 | $275M | Sell |
1,681,556
-6,837
| -0.4% | -$1.07M | 1.47% | 7 |
|
|
2021
Q2 | $263M | Buy |
1,688,393
+245,331
| +17% | +$38.5M | 1.41% | 7 |
|
|
2021
Q1 | $220M | Sell |
1,443,062
-222,568
| -13% | -$32M | 1.23% | 8 |
|
|
2020
Q4 | $212M | Buy |
1,665,630
+183,697
| +12% | +$20.5M | 1.25% | 9 |
|
|
2020
Q3 | $143M | Buy |
1,481,933
+127,611
| +9% | +$12.5M | 0.89% | 16 |
|
|
2020
Q2 | $127M | Buy |
1,354,322
+261,537
| +24% | +$24.8M | 0.81% | 16 |
|
|
2020
Q1 | $98.4M | Sell |
1,092,785
-276,782
| -20% | -$33.6M | 0.7% | 25 |
|
|
2019
Q4 | $191M | Sell |
1,369,567
-84,463
| -6% | -$10.8M | 0.87% | 14 |
|
|
2019
Q3 | $171M | Sell |
1,454,030
-24,799
| -2% | -$2.8M | 0.79% | 21 |
|
|
2019
Q2 | $165M | Sell |
1,478,829
-516,929
| -26% | -$57M | 0.74% | 20 |
|
|
2019
Q1 | $202M | Sell |
1,995,758
-918,157
| -32% | -$94.6M | 0.9% | 13 |
|
|
2018
Q4 | $284M | Sell |
2,913,915
-195,076
| -6% | -$20.8M | 1.32% | 8 |
|
|
2018
Q3 | $351M | Buy |
3,108,991
+44,457
| +1% | +$5.05M | 1.32% | 8 |
|
|
2018
Q2 | $319M | Sell |
3,064,534
-128,484
| -4% | -$14.1M | 1.27% | 9 |
|
|
2018
Q1 | $351M | Buy |
3,193,018
+45,841
| +1% | +$5.19M | 1.39% | 8 |
|
|
2017
Q4 | $337M | Sell |
3,147,177
-45,387
| -1% | -$4.6M | 1.26% | 10 |
|
|
2017
Q3 | $305M | Sell |
3,192,564
-71,649
| -2% | -$6.61M | 1.21% | 10 |
|
|
2017
Q2 | $298M | Buy |
3,264,213
+23,375
| +0.7% | +$2.02M | 1.2% | 8 |
|
|
2017
Q1 | $285M | Buy |
3,240,838
+115,116
| +4% | +$10.2M | 1.19% | 8 |
|
|
2016
Q4 | $270M | Buy |
3,125,722
+210,848
| +7% | +$16.1M | 1.24% | 9 |
|
|
2016
Q3 | $194M | Sell |
2,914,874
-233,656
| -7% | -$15.2M | 0.93% | 15 |
|
|
2016
Q2 | $196M | Sell |
3,148,530
-229,227
| -7% | -$14.3M | 0.97% | 13 |
|
|
2016
Q1 | $200M | Sell |
3,377,757
-292,329
| -8% | -$17.1M | 0.99% | 13 |
|
|
2015
Q4 | $242M | Buy |
3,670,086
+122,310
| +3% | +$7.96M | 1.19% | 7 |
|
|
2015
Q3 | $216M | Buy |
3,547,776
+371,008
| +12% | +$24.3M | 1.14% | 8 |
|
|
2015
Q2 | $215M | Buy |
3,176,768
+822,704
| +35% | +$53.7M | 1.08% | 8 |
|
|
2015
Q1 | $143M | Sell |
2,354,064
-12,998
| -0.5% | -$770K | 0.72% | 20 |
|
|
2014
Q4 | $148M | Sell |
2,367,062
-18,063
| -0.8% | -$1.09M | 0.76% | 20 |
|
|
2014
Q3 | $144M | Sell |
2,385,125
-515,149
| -18% | -$30.1M | 0.7% | 27 |
|
|
2014
Q2 | $167M | Sell |
2,900,274
-696,946
| -19% | -$39.2M | 0.81% | 17 |
|
|
2014
Q1 | $218M | Sell |
3,597,220
-231,977
| -6% | -$13.4M | 1.03% | 9 |
|
|
2013
Q4 | $224M | Sell |
3,829,197
-692,636
| -15% | -$37.9M | 1.04% | 12 |
|
|
2013
Q3 | $234M | Buy |
4,521,833
+202,712
| +5% | +$10.9M | 1.15% | 8 |
|
|
2013
Q2 | $228M | Buy |
+4,319,121
| New | +$220M | 1.17% | 14 |
|
Other funds holding JPM
VCM
VPM
Panagora Asset Management's JPM Position: Q1 2026 in Review
Panagora Asset Management reduced its JPMorgan Chase (JPM) stake by 21% in Q1 2026, selling an estimated $51.1M and leaving 645,667 shares worth $190M. The position accounts for 0.71% of the portfolio, ranked #22.
Panagora Asset Management first reported a position in JPM in Q2 2013 and has held it in 52 quarters since. The position peaked at $383M in Q3 2025. 5,053 funds tracked by Wall St. Rank hold JPM as of Q1 2026.
- Panagora Asset Management held 645,667 shares of JPMorgan Chase worth $190M as of Q1 2026.
- Panagora Asset Management sold 168,282 JPMorgan Chase shares in Q1 2026, an estimated $51.1M.
- JPMorgan Chase made up 0.71% of Panagora Asset Management's portfolio in Q1 2026, its #22 holding.
- Panagora Asset Management first reported a position in JPMorgan Chase in Q2 2013 and has held it in 52 quarters since.
- Panagora Asset Management's JPMorgan Chase position peaked at $383M in Q3 2025.
- 5,053 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.
Based on Panagora Asset Management's 13F filing for Q1 2026, filed 14 May 2026.