Patrick M. Sweeney & Associates’s JPMorgan Chase JPM Stock Holding History

Patrick M. Sweeney & Associates’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	$6.95M	Sell	23,625 -74	-0.3%	-$22.5K	4.45%	3
2025 Q4	$7.64M	Sell	23,699 -221	-0.9%	-$68.4K	4.78%	3
2025 Q3	$7.55M	Buy	23,920 +3	+0%	+$892	4.88%	3
2025 Q2	$7.08M	Sell	23,917 -12	-0.1%	-$3.06K	4.87%	3
2025 Q1	$5.87M	Sell	23,929 -80	-0.3%	-$20.4K	4.38%	3
2024 Q4	$5.76M	Sell	24,009 -51	-0.2%	-$11.9K	4.31%	3
2024 Q3	$5.07M	Buy	24,060 +59	+0.2%	+$12.4K	3.73%	5
2024 Q2	$4.85M	Sell	24,001 -7	-0%	-$1.37K	3.92%	5
2024 Q1	$4.81M	Buy	24,008 +68	+0.3%	+$12.3K	3.95%	6
2023 Q4	$4.07M	Buy	+23,940	New	+$3.63M	3.72%	7

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

Patrick M. Sweeney & Associates's JPM Position: Q1 2026 in Review

Patrick M. Sweeney & Associates reduced its JPMorgan Chase (JPM) stake by 0.31% in Q1 2026, selling an estimated $22.5K and leaving 23,625 shares worth $6.95M. The position accounts for 4.45% of the portfolio, ranked #3.

Patrick M. Sweeney & Associates first reported a position in JPM in Q4 2023 and has held it in 10 quarters since. The position peaked at $7.64M in Q4 2025. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Patrick M. Sweeney & Associates held 23,625 shares of JPMorgan Chase worth $6.95M as of Q1 2026.
Patrick M. Sweeney & Associates sold 74 JPMorgan Chase shares in Q1 2026, an estimated $22.5K.
JPMorgan Chase made up 4.45% of Patrick M. Sweeney & Associates's portfolio in Q1 2026, its #3 holding.
Patrick M. Sweeney & Associates first reported a position in JPMorgan Chase in Q4 2023 and has held it in 10 quarters since.
Patrick M. Sweeney & Associates's JPMorgan Chase position peaked at $7.64M in Q4 2025.
5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Patrick M. Sweeney & Associates's 13F filing for Q1 2026, filed 7 May 2026.