Pegasus Asset Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $10M | Buy |
33,998
+339
| +1% | +$103K | 3.2% | 10 |
|
|
2025
Q4 | $10.8M | Buy |
33,659
+281
| +0.8% | +$87K | 3.34% | 9 |
|
|
2025
Q3 | $10.5M | Buy |
33,378
+317
| +1% | +$94.3K | 3.38% | 10 |
|
|
2025
Q2 | $9.58M | Buy |
33,061
+505
| +2% | +$129K | 3.28% | 11 |
|
|
2025
Q1 | $7.99M | Buy |
32,556
+155
| +0.5% | +$39.5K | 3.2% | 11 |
|
|
2024
Q4 | $7.77M | Sell |
32,401
-236
| -0.7% | -$55K | 2.93% | 11 |
|
|
2024
Q3 | $6.88M | Sell |
32,637
-757
| -2% | -$159K | 2.63% | 13 |
|
|
2024
Q2 | $6.75M | Buy |
33,394
+1,427
| +4% | +$279K | 2.59% | 11 |
|
|
2024
Q1 | $6.4M | Buy |
31,967
+198
| +0.6% | +$35.7K | 2.48% | 13 |
|
|
2023
Q4 | $5.4M | Buy |
31,769
+346
| +1% | +$52.4K | 2.32% | 13 |
|
|
2023
Q3 | $4.56M | Buy |
31,423
+364
| +1% | +$54.6K | 2.12% | 15 |
|
|
2023
Q2 | $4.52M | Buy |
31,059
+332
| +1% | +$45.7K | 2.01% | 16 |
|
|
2023
Q1 | $4M | Buy |
30,727
+74
| +0.2% | +$10.1K | 1.98% | 17 |
|
|
2022
Q4 | $4.11M | Buy |
30,653
+116
| +0.4% | +$14.7K | 2.22% | 17 |
|
|
2022
Q3 | $3.19M | Sell |
30,537
-396
| -1% | -$45.4K | 1.8% | 20 |
|
|
2022
Q2 | $3.48M | Sell |
30,933
-879
| -3% | -$109K | 1.89% | 19 |
|
|
2022
Q1 | $4.34M | Buy |
31,812
+351
| +1% | +$51.8K | 1.88% | 19 |
|
|
2021
Q4 | $4.98M | Buy |
31,461
+473
| +2% | +$77.7K | 2.04% | 14 |
|
|
2021
Q3 | $5.07M | Buy |
30,988
+265
| +0.9% | +$41.5K | 2.33% | 9 |
|
|
2021
Q2 | $4.78M | Buy |
30,723
+207
| +0.7% | +$32.5K | 2.23% | 11 |
|
|
2021
Q1 | $4.64M | Buy |
30,516
+637
| +2% | +$91.6K | 2.36% | 9 |
|
|
2020
Q4 | $3.8M | Buy |
29,879
+281
| +0.9% | +$31.4K | 2.08% | 15 |
|
|
2020
Q3 | $2.85M | Buy |
29,598
+587
| +2% | +$57.6K | 1.78% | 22 |
|
|
2020
Q2 | $2.73M | Buy |
29,011
+430
| +2% | +$40.8K | 1.87% | 18 |
|
|
2020
Q1 | $2.57M | Buy |
28,581
+387
| +1% | +$47K | 2.12% | 15 |
|
|
2019
Q4 | $3.93M | Buy |
28,194
+442
| +2% | +$56.7K | 2.59% | 6 |
|
|
2019
Q3 | $3.27M | Buy |
27,752
+303
| +1% | +$34.3K | 2.38% | 9 |
|
|
2019
Q2 | $3.07M | Buy |
27,449
+737
| +3% | +$81.3K | 2.38% | 10 |
|
|
2019
Q1 | $2.7M | Buy |
26,712
+1,293
| +5% | +$133K | 2.23% | 13 |
|
|
2018
Q4 | $2.48M | Buy |
25,419
+949
| +4% | +$101K | 2.34% | 12 |
|
|
2018
Q3 | $2.76M | Buy |
24,470
+1,018
| +4% | +$116K | 2.31% | 11 |
|
|
2018
Q2 | $2.44M | Buy |
23,452
+180
| +0.8% | +$19.7K | 2.29% | 13 |
|
|
2018
Q1 | $2.56M | Buy |
23,272
+1,136
| +5% | +$129K | 2.44% | 10 |
|
|
2017
Q4 | $2.37M | Buy |
+22,136
| New | +$2.24M | 2.37% | 10 |
|
Other funds holding JPM
VCM
VPM
Pegasus Asset Management's JPM Position: Q1 2026 in Review
Pegasus Asset Management increased its JPMorgan Chase (JPM) stake by 1% in Q1 2026, buying an estimated $103K and bringing the position to 33,998 shares worth $10M. The position accounts for 3.2% of the portfolio, ranked #10.
Pegasus Asset Management first reported a position in JPM in Q4 2017 and has held it in 34 quarters since. The position peaked at $10.8M in Q4 2025. 5,059 funds tracked by Wall St. Rank hold JPM as of Q1 2026.
- Pegasus Asset Management held 33,998 shares of JPMorgan Chase worth $10M as of Q1 2026.
- Pegasus Asset Management bought 339 JPMorgan Chase shares in Q1 2026, an estimated $103K.
- JPMorgan Chase made up 3.2% of Pegasus Asset Management's portfolio in Q1 2026, its #10 holding.
- Pegasus Asset Management first reported a position in JPMorgan Chase in Q4 2017 and has held it in 34 quarters since.
- Pegasus Asset Management's JPMorgan Chase position peaked at $10.8M in Q4 2025.
- 5,059 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.
Based on Pegasus Asset Management's 13F filing for Q1 2026, filed 21 Apr 2026.