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Peddock Capital Advisors’s JPMorgan Chase JPM Stock Holding History

Peddock Capital Advisors’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 		$7.77M Sell
26,423
-42
-0.2% -$12.7K 1.71% 12
2025
Q4 		$8.53M Sell
26,465
-387
-1% -$120K 1.79% 12
2025
Q3 		$8.47M Sell
26,852
-1,141
-4% -$339K 1.83% 11
2025
Q2 		$8.12M Sell
27,993
-93
-0.3% -$23.7K 1.88% 12
2025
Q1 		$6.89M Sell
28,086
-451
-2% -$115K 1.74% 12
2024
Q4 		$6.84M Sell
28,537
-171
-0.6% -$39.8K 1.64% 12
2024
Q3 		$6.05M Buy
28,708
+168
+0.6% +$35.4K 1.46% 12
2024
Q2 		$5.77M Sell
28,540
-1,132
-4% -$221K 1.49% 13
2024
Q1 		$5.94M Buy
29,672
+590
+2% +$106K 1.56% 12
2023
Q4 		$4.95M Sell
29,082
-134
-0.5% -$20.3K 1.51% 13
2023
Q3 		$4.24M Buy
29,216
+349
+1% +$52.3K 1.41% 15
2023
Q2 		$4.2M Buy
28,867
+355
+1% +$48.8K 1.38% 15
2023
Q1 		$3.72M Buy
28,512
+491
+2% +$67.3K 1.29% 16
2022
Q4 		$3.76M Sell
28,021
-851
-3% -$108K 1.45% 15
2022
Q3 		$3.02M Buy
28,872
+190
+0.7% +$21.8K 1.24% 17
2022
Q2 		$3.23M Buy
28,682
+200
+0.7% +$24.8K 1.26% 17
2022
Q1 		$3.88M Buy
28,482
+4,822
+20% +$712K 1.26% 17
2021
Q4 		$3.75M Buy
23,660
+114
+0.5% +$18.7K 1.24% 17
2021
Q3 		$3.85M Buy
23,546
+108
+0.5% +$16.9K 1.37% 15
2021
Q2 		$3.56M Sell
23,438
-285
-1% -$44.8K 1.24% 17
2021
Q1 		$3.61M Sell
23,723
-138
-0.6% -$19.9K 1.38% 15
2020
Q4 		$3.03M Sell
23,861
-39
-0.2% -$4.36K 1.58% 12
2020
Q3 		$2.3M Sell
23,900
-166
-0.7% -$16.3K 1.41% 16
2020
Q2 		$2.26M Buy
24,066
+30
+0.1% +$2.85K 1.43% 15
2020
Q1 		$2.16M Sell
24,036
-699
-3% -$84.9K 1.62% 12
2019
Q4 		$3.45M Sell
24,735
-347
-1% -$44.5K 1.77% 9
2019
Q3 		$2.95M Sell
25,082
-1,524
-6% -$172K 1.64% 10
2019
Q2 		$2.98M Sell
26,606
-148
-0.6% -$16.3K 1.58% 10
2019
Q1 		$2.71M Buy
26,754
+280
+1% +$28.8K 1.47% 8
2018
Q4 		$2.58M Buy
26,474
+166
+0.6% +$17.7K 1.53% 10
2018
Q3 		$2.97M Buy
26,308
+86
+0.3% +$9.76K 1.43% 10
2018
Q2 		$2.73M Buy
26,222
+26
+0.1% +$2.85K 1.37% 10
2018
Q1 		$2.88M Buy
26,196
+16
+0.1% +$1.81K 1.52% 10
2017
Q4 		$2.8M Sell
26,180
-59
-0.2% -$5.97K 1.4% 11
2017
Q3 		$2.51M Buy
26,239
+434
+2% +$40K 1.28% 11
2017
Q2 		$2.36M Buy
25,805
+441
+2% +$38.1K 1.25% 11
2017
Q1 		$2.23M Buy
25,364
+717
+3% +$63.3K 1.29% 11
2016
Q4 		$2.13M Buy
24,647
+557
+2% +$42.5K 1.25% 11
2016
Q3 		$1.6M Hold
24,090
– – 0.99% 12
2016
Q2 		$1.5M Buy
24,090
+584
+2% +$36.5K 0.96% 13
2016
Q1 		$1.39M Buy
23,506
+826
+4% +$48.2K 1.05% 15
2015
Q4 		$1.5M Buy
22,680
+781
+4% +$50.9K 1.15% 12
2015
Q3 		$1.33M Buy
21,899
+185
+0.9% +$12.1K 1.22% 13
2015
Q2 		$1.47M Buy
21,714
+807
+4% +$52.7K 1.2% 14
2015
Q1 		$1.27M Buy
20,907
+197
+1% +$11.7K 1.05% 16
2014
Q4 		$1.3M Buy
20,710
+338
+2% +$20.3K 1.05% 15
2014
Q3 		$1.23M Hold
20,372
– – 1% 21
2014
Q2 		$1.17M Buy
20,372
+220
+1% +$12.4K 0.88% 23
2014
Q1 		$1.22M Buy
20,152
+1,090
+6% +$63K 0.96% 17
2013
Q4 		$1.11M Buy
+19,062
New +$1.04M 0.87% 21

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

Peddock Capital Advisors's JPM Position: Q1 2026 in Review

Peddock Capital Advisors reduced its JPMorgan Chase (JPM) stake by 0.16% in Q1 2026, selling an estimated $12.7K and leaving 26,423 shares worth $7.77M. The position accounts for 1.71% of the portfolio, ranked #12.

Peddock Capital Advisors first reported a position in JPM in Q4 2013 and has held it in 50 quarters since. The position peaked at $8.53M in Q4 2025. 5,052 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Peddock Capital Advisors held 26,423 shares of JPMorgan Chase worth $7.77M as of Q1 2026.
  • Peddock Capital Advisors sold 42 JPMorgan Chase shares in Q1 2026, an estimated $12.7K.
  • JPMorgan Chase made up 1.71% of Peddock Capital Advisors's portfolio in Q1 2026, its #12 holding.
  • Peddock Capital Advisors first reported a position in JPMorgan Chase in Q4 2013 and has held it in 50 quarters since.
  • Peddock Capital Advisors's JPMorgan Chase position peaked at $8.53M in Q4 2025.
  • 5,052 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Peddock Capital Advisors's 13F filing for Q1 2026, filed 15 Apr 2026.