Patient Capital Management’s JPMorgan Chase JPM Stock Holding History

Patient Capital 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	$8.64M	Sell	29,362 -17	-0.1%	-$5.16K	0.32%	37
2025 Q4	$9.47M	Hold	29,379	–	–	0.37%	36
2025 Q3	$9.27M	Sell	29,379 -4	-0%	-$1.19K	0.37%	35
2025 Q2	$8.52M	Hold	29,383	–	–	0.38%	36
2025 Q1	$7.21M	Sell	29,383 -3	-0%	-$765	0.37%	35
2024 Q4	$7.04M	Hold	29,386	–	–	0.33%	33
2024 Q3	$6.2M	Sell	29,386 -126,593	-81%	-$26.7M	0.3%	35
2024 Q2	$31.5M	Sell	155,979 -60,745	-28%	-$11.9M	1.68%	27
2024 Q1	$43.4M	Sell	216,724 -51,687	-19%	-$9.33M	2.11%	25
2023 Q4	$45.7M	Sell	268,411 -38,707	-13%	-$5.87M	2.42%	16
2023 Q3	$44.5M	Sell	307,118 -52	-0%	-$7.79K	2.61%	17
2023 Q2	$44.7M	Buy	307,170 +266,670	+658%	+$36.7M	2.49%	21
2023 Q1	$5.28M	Sell	40,500 -5,000	-11%	-$685K	2.35%	20
2022 Q4	$6.1M	Buy	45,500 +1,050	+2%	+$133K	2.96%	16
2022 Q3	$4.64M	Buy	44,450 +4,350	+11%	+$499K	2.32%	20
2022 Q2	$4.52M	Buy	40,100 +4,000	+11%	+$496K	2%	23
2022 Q1	$4.92M	Sell	36,100 -3,800	-10%	-$561K	1.67%	30
2021 Q4	$6.32M	Buy	+39,900	New	+$6.55M	1.82%	23

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

Patient Capital Management's JPM Position: Q1 2026 in Review

Patient Capital Management reduced its JPMorgan Chase (JPM) stake by 0.06% in Q1 2026, selling an estimated $5.16K and leaving 29,362 shares worth $8.64M. The position accounts for 0.32% of the portfolio, ranked #37.

Patient Capital Management first reported a position in JPM in Q4 2021 and has held it in 18 quarters since. The position peaked at $45.7M in Q4 2023. 5,059 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Patient Capital Management held 29,362 shares of JPMorgan Chase worth $8.64M as of Q1 2026.
Patient Capital Management sold 17 JPMorgan Chase shares in Q1 2026, an estimated $5.16K.
JPMorgan Chase made up 0.32% of Patient Capital Management's portfolio in Q1 2026, its #37 holding.
Patient Capital Management first reported a position in JPMorgan Chase in Q4 2021 and has held it in 18 quarters since.
Patient Capital Management's JPMorgan Chase position peaked at $45.7M in Q4 2023.
5,059 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Patient Capital Management's 13F filing for Q1 2026, filed 14 May 2026.