PCM
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Permanent Capital Management’s JPMorgan Chase JPM Stock Holding History

Permanent 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 		$989K Sell
3,158
-169
-5% -$51.3K 0.15% 44
2025
Q4 		$1.07M Sell
3,327
-383
-10% -$119K 0.21% 51
2025
Q3 		$1.17M Buy
+3,710
New +$1.1M 0.22% 46
2025
Q1 		$773K Hold
3,151
– – 0.22% 25
2024
Q4 		$755K Buy
+3,151
New +$734K 0.23% 23
2024
Q2 		$1.08M Buy
+3,710
New +$725K 0.22% 45

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Permanent Capital Management's JPM Position: Q1 2026 in Review

Permanent Capital Management reduced its JPMorgan Chase (JPM) stake by 5.1% in Q1 2026, selling an estimated $51.3K and leaving 3,158 shares worth $989K. The position accounts for 0.15% of the portfolio, ranked #44.

Permanent Capital Management first reported a position in JPM in Q2 2024 and has held it in 6 quarters since. The position peaked at $1.17M in Q3 2025. 5,065 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Permanent Capital Management held 3,158 shares of JPMorgan Chase worth $989K as of Q1 2026.
  • Permanent Capital Management sold 169 JPMorgan Chase shares in Q1 2026, an estimated $51.3K.
  • JPMorgan Chase made up 0.15% of Permanent Capital Management's portfolio in Q1 2026, its #44 holding.
  • Permanent Capital Management first reported a position in JPMorgan Chase in Q2 2024 and has held it in 6 quarters since.
  • Permanent Capital Management's JPMorgan Chase position peaked at $1.17M in Q3 2025.
  • 5,065 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Permanent Capital Management's 13F filing for Q1 2026, filed 14 May 2026.