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Per Stirling Capital Management’s JPMorgan Chase JPM Stock Holding History

Per Stirling 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 		$1.16M Buy
3,942
+185
+5% +$56.1K 0.13% 125
2025
Q4 		$1.21M Sell
3,757
-7
-0.2% -$2.17K 0.14% 114
2025
Q3 		$1.19M Buy
3,764
+62
+2% +$18.4K 0.14% 108
2025
Q2 		$1.07M Buy
3,702
+5
+0.1% +$1.28K 0.14% 109
2025
Q1 		$907K Buy
3,697
+15
+0.4% +$3.82K 0.13% 120
2024
Q4 		$883K Sell
3,682
-157
-4% -$36.6K 0.13% 116
2024
Q3 		$810K Buy
3,839
+383
+11% +$80.7K 0.11% 132
2024
Q2 		$699K Sell
3,456
-561
-14% -$110K 0.11% 123
2024
Q1 		$805K Buy
4,017
+110
+3% +$19.8K 0.13% 101
2023
Q4 		$665K Buy
3,907
+286
+8% +$43.3K 0.12% 104
2023
Q3 		$525K Buy
3,621
+8
+0.2% +$1.2K 0.11% 117
2023
Q2 		$525K Sell
3,613
-30
-0.8% -$4.13K 0.11% 118
2023
Q1 		$475K Sell
3,643
-905
-20% -$124K 0.1% 118
2022
Q4 		$610K Buy
+4,548
New +$576K 0.11% 108

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

Per Stirling Capital Management's JPM Position: Q1 2026 in Review

Per Stirling Capital Management increased its JPMorgan Chase (JPM) stake by 4.9% in Q1 2026, buying an estimated $56.1K and bringing the position to 3,942 shares worth $1.16M. The position accounts for 0.13% of the portfolio, ranked #125.

Per Stirling Capital Management first reported a position in JPM in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.21M in Q4 2025. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Per Stirling Capital Management held 3,942 shares of JPMorgan Chase worth $1.16M as of Q1 2026.
  • Per Stirling Capital Management bought 185 JPMorgan Chase shares in Q1 2026, an estimated $56.1K.
  • JPMorgan Chase made up 0.13% of Per Stirling Capital Management's portfolio in Q1 2026, its #125 holding.
  • Per Stirling Capital Management first reported a position in JPMorgan Chase in Q4 2022 and has held it in 14 quarters since.
  • Per Stirling Capital Management's JPMorgan Chase position peaked at $1.21M in Q4 2025.
  • 5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Per Stirling Capital Management's 13F filing for Q1 2026, filed 12 May 2026.