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Patron Partners’s JPMorgan Chase JPM Stock Holding History

Patron Partners’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 		$1.99M Sell
6,770
-74
-1% -$22.5K 0.88% 27
2025
Q4 		$2.21M Buy
6,844
+134
+2% +$41.5K 0.98% 23
2025
Q3 		$2.12M Buy
6,710
+440
+7% +$131K 0.96% 23
2025
Q2 		$1.82M Buy
6,270
+786
+14% +$201K 0.9% 25
2025
Q1 		$1.35M Buy
5,484
+410
+8% +$105K 0.73% 34
2024
Q4 		$1.22M Buy
5,074
+481
+10% +$112K 0.66% 37
2024
Q3 		$968K Buy
4,593
+87
+2% +$18.3K 0.54% 49
2024
Q2 		$911K Buy
4,506
+14
+0.3% +$2.74K 0.54% 49
2024
Q1 		$900K Buy
4,492
+923
+26% +$167K 0.55% 47
2023
Q4 		$607K Buy
3,569
+239
+7% +$36.2K 0.4% 75
2023
Q3 		$483K Buy
3,330
+179
+6% +$26.8K 0.36% 82
2023
Q2 		$458K Buy
3,151
+398
+14% +$54.7K 0.32% 93
2023
Q1 		$359K Sell
2,753
-102
-4% -$14K 0.27% 106
2022
Q4 		$383K Sell
2,855
-161
-5% -$20.4K 0.29% 95
2022
Q3 		$315K Sell
3,016
-107
-3% -$12.3K 0.26% 108
2022
Q2 		$352K Sell
3,123
-559
-15% -$69.3K 0.28% 96
2022
Q1 		$501K Buy
3,682
+120
+3% +$17.7K 0.34% 77
2021
Q4 		$564K Sell
3,562
-57
-2% -$9.36K 0.37% 79
2021
Q3 		$592K Buy
3,619
+27
+0.8% +$4.23K 0.44% 67
2021
Q2 		$558K Sell
3,592
-1,006
-22% -$158K 0.42% 67
2021
Q1 		$699K Buy
4,598
+196
+4% +$28.2K 0.59% 41
2020
Q4 		$559K Buy
+4,402
New +$492K 0.54% 46

Other funds holding JPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Patron Partners's JPM Position: Q1 2026 in Review

Patron Partners reduced its JPMorgan Chase (JPM) stake by 1.1% in Q1 2026, selling an estimated $22.5K and leaving 6,770 shares worth $1.99M. The position accounts for 0.88% of the portfolio, ranked #27.

Patron Partners first reported a position in JPM in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.21M in Q4 2025. 5,052 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Patron Partners held 6,770 shares of JPMorgan Chase worth $1.99M as of Q1 2026.
  • Patron Partners sold 74 JPMorgan Chase shares in Q1 2026, an estimated $22.5K.
  • JPMorgan Chase made up 0.88% of Patron Partners's portfolio in Q1 2026, its #27 holding.
  • Patron Partners first reported a position in JPMorgan Chase in Q4 2020 and has held it in 22 quarters since.
  • Patron Partners's JPMorgan Chase position peaked at $2.21M in Q4 2025.
  • 5,052 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Patron Partners's 13F filing for Q1 2026, filed 29 Apr 2026.