Park Circle Company’s JPMorgan Chase JPM Stock Holding History

Park Circle Company’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	$382K	Hold	1,300	–	–	0.35%	40
2025 Q4	$419K	Hold	1,300	–	–	0.36%	40
2025 Q3	$410K	Hold	1,300	–	–	0.34%	42
2025 Q2	$377K	Hold	1,300	–	–	0.32%	52
2025 Q1	$319K	Hold	1,300	–	–	0.28%	52
2024 Q4	$312K	Hold	1,300	–	–	0.28%	50
2024 Q3	$274K	Hold	1,300	–	–	0.24%	49
2024 Q2	$263K	Hold	1,300	–	–	0.25%	54
2024 Q1	$260K	Sell	1,300 -5,500	-81%	-$992K	0.24%	57
2023 Q4	$1.16M	Buy	6,800 +2,900	+74%	+$439K	1.04%	27
2023 Q3	$566K	Hold	3,900	–	–	0.53%	40
2023 Q2	$567K	Hold	3,900	–	–	0.53%	38
2023 Q1	$508K	Hold	3,900	–	–	0.49%	41
2022 Q4	$523K	Hold	3,900	–	–	0.49%	43
2022 Q3	$408K	Hold	3,900	–	–	0.42%	52
2022 Q2	$439K	Hold	3,900	–	–	0.36%	59
2022 Q1	$532K	Hold	3,900	–	–	0.44%	46
2021 Q4	$618K	Hold	3,900	–	–	0.49%	45
2021 Q3	$638K	Hold	3,900	–	–	0.48%	43
2021 Q2	$607K	Hold	3,900	–	–	0.46%	41
2021 Q1	$594K	Hold	3,900	–	–	0.5%	38
2020 Q4	$496K	Hold	3,900	–	–	0.47%	39
2020 Q3	$375K	Hold	3,900	–	–	0.41%	44
2020 Q2	$367K	Hold	3,900	–	–	0.47%	35
2020 Q1	$351K	Hold	3,900	–	–	0.43%	36
2019 Q4	$543K	Hold	3,900	–	–	0.37%	46
2019 Q3	$459K	Buy	3,900 +2,600	+200%	+$294K	0.25%	54
2019 Q2	$145K	Hold	1,300	–	–	0.1%	51
2019 Q1	$132K	Hold	1,300	–	–	0.09%	52
2018 Q4	$127K	Hold	1,300	–	–	0.1%	44
2018 Q3	$147K	Hold	1,300	–	–	0.09%	54
2018 Q2	$135K	Hold	1,300	–	–	0.09%	54
2018 Q1	$143K	Hold	1,300	–	–	0.09%	56
2017 Q4	$139K	Hold	1,300	–	–	0.08%	52
2017 Q3	$124K	Hold	1,300	–	–	0.07%	55
2017 Q2	$119K	Hold	1,300	–	–	0.07%	58
2017 Q1	$114K	Sell	1,300 -600	-32%	-$52.9K	0.07%	61
2016 Q4	$164K	Hold	1,900	–	–	0.11%	64
2016 Q3	$127K	Hold	1,900	–	–	0.09%	67
2016 Q2	$118K	Hold	1,900	–	–	0.09%	62
2016 Q1	$113K	Buy	1,900 +600	+46%	+$35K	0.09%	58
2015 Q4	$86K	Hold	1,300	–	–	0.06%	64
2015 Q3	$79K	Hold	1,300	–	–	0.05%	67
2015 Q2	$88K	Hold	1,300	–	–	0.05%	66
2015 Q1	$79K	Hold	1,300	–	–	0.05%	62
2014 Q4	$81K	Hold	1,300	–	–	0.05%	61
2014 Q3	$78K	Hold	1,300	–	–	0.05%	65
2014 Q2	$75K	Buy	+1,300	New	+$73.1K	0.05%	58

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

Park Circle Company's JPM Position: Q1 2026 in Review

Park Circle Company held its JPMorgan Chase (JPM) position steady in Q1 2026 at 1,300 shares worth $382K. The position accounts for 0.35% of the portfolio, ranked #40.

Park Circle Company first reported a position in JPM in Q2 2014 and has held it in 48 quarters since. The position peaked at $1.16M in Q4 2023. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Park Circle Company held 1,300 shares of JPMorgan Chase worth $382K as of Q1 2026.
Park Circle Company left its JPMorgan Chase share count unchanged in Q1 2026.
JPMorgan Chase made up 0.35% of Park Circle Company's portfolio in Q1 2026, its #40 holding.
Park Circle Company first reported a position in JPMorgan Chase in Q2 2014 and has held it in 48 quarters since.
Park Circle Company's JPMorgan Chase position peaked at $1.16M in Q4 2023.
5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Park Circle Company's 13F filing for Q1 2026, filed 14 May 2026.