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Permanens Capital’s JPMorgan Chase JPM Stock Holding History

Permanens Capital’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 		$10M Buy
34,064
+6,628
+24% +$2.01M 1.29% 16
2025
Q4 		$8.84M Buy
27,436
+6,315
+30% +$1.96M 1.15% 17
2025
Q3 		$6.66M Buy
21,121
+2,245
+12% +$668K 0.99% 16
2025
Q2 		$5.47M Buy
18,876
+2,092
+12% +$534K 0.75% 17
2025
Q1 		$4.12M Buy
16,784
+1,355
+9% +$345K 0.75% 16
2024
Q4 		$3.7M Hold
15,429
– – 0.71% 21
2024
Q3 		$3.25M Sell
15,429
-14,548
-49% -$3.06M 0.66% 22
2024
Q2 		$6.06M Buy
29,977
+3,205
+12% +$627K 0.62% 16
2024
Q1 		$5.36M Sell
26,772
-966
-3% -$174K 0.66% 12
2023
Q4 		$4.72M Buy
27,738
+6,335
+30% +$960K 0.92% 12
2023
Q3 		$3.1M Buy
21,403
+865
+4% +$130K 0.53% 17
2023
Q2 		$2.99M Sell
20,538
-12,812
-38% -$1.76M 0.69% 13
2023
Q1 		$4.35M Buy
33,350
+9,000
+37% +$1.23M 0.94% 11
2022
Q4 		$3.27M Sell
24,350
-3,150
-11% -$399K 0.79% 11
2022
Q3 		$2.87M Sell
27,500
-9,591
-26% -$1.1M 0.65% 15
2022
Q2 		$4.18M Hold
37,091
– – 0.84% 21
2022
Q1 		$5.06M Sell
37,091
-16,312
-31% -$2.41M 0.78% 29
2021
Q4 		$8.46M Hold
53,403
– – 1.33% 16
2021
Q3 		$8.74M Buy
53,403
+1,971
+4% +$309K 1.58% 12
2021
Q2 		$8M Buy
51,432
+3,637
+8% +$571K 1.44% 18
2021
Q1 		$7.28M Buy
47,795
+5,762
+14% +$829K 1.49% 9
2020
Q4 		$5.34M Buy
+42,033
New +$4.7M 1.12% 15
2020
Q1 		– Sell
-360
Closed -$50K – 124
2019
Q4 		$50K Buy
+360
New +$46.2K 0.01% 76

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

Permanens Capital's JPM Position: Q1 2026 in Review

Permanens Capital increased its JPMorgan Chase (JPM) stake by 24% in Q1 2026, buying an estimated $2.01M and bringing the position to 34,064 shares worth $10M. The position accounts for 1.29% of the portfolio, ranked #16.

Permanens Capital first reported a position in JPM in Q4 2019 and has held it in 23 quarters since. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Permanens Capital held 34,064 shares of JPMorgan Chase worth $10M as of Q1 2026.
  • Permanens Capital bought 6,628 JPMorgan Chase shares in Q1 2026, an estimated $2.01M.
  • JPMorgan Chase made up 1.29% of Permanens Capital's portfolio in Q1 2026, its #16 holding.
  • Permanens Capital first reported a position in JPMorgan Chase in Q4 2019 and has held it in 23 quarters since.
  • 5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Permanens Capital's 13F filing for Q1 2026, filed 15 May 2026.