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PGIM Custom Harvest’s JPMorgan Chase JPM Stock Holding History

PGIM Custom Harvest’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 		$3.92M Sell
13,341
-1,478
-10% -$449K 0.06% 78
2025
Q4 		$4.78M Buy
14,819
+656
+5% +$203K 0.07% 70
2025
Q3 		$4.47M Buy
14,163
+621
+5% +$185K 0.07% 71
2025
Q2 		$3.93M Sell
13,542
-269
-2% -$68.6K 0.08% 61
2025
Q1 		$3.39M Buy
13,811
+1,320
+11% +$337K 0.08% 65
2024
Q4 		$2.99M Sell
12,491
-2,087
-14% -$486K 0.06% 72
2024
Q3 		$3.07M Buy
14,578
+1,045
+8% +$220K 0.06% 71
2024
Q2 		$2.74M Buy
13,533
+7,000
+107% +$1.37M 0.06% 71
2024
Q1 		$1.31M Buy
6,533
+3,202
+96% +$578K 0.03% 95
2023
Q4 		$567K Buy
3,331
+141
+4% +$21.4K 0.02% 119
2023
Q3 		$463K Buy
3,190
+367
+13% +$55K 0.02% 120
2023
Q2 		$411K Sell
2,823
-4,297
-60% -$591K 0.02% 124
2023
Q1 		$928K Buy
7,120
+177
+3% +$24.3K 0.04% 101
2022
Q4 		$931K Buy
+6,943
New +$880K 0.04% 100
2021
Q3 		$1.39M Buy
8,794
+711
+9% +$111K 0.21% 83
2021
Q2 		$1.26M Buy
8,083
+909
+13% +$143K 0.23% 75
2021
Q1 		$1.09M Buy
7,174
+6,165
+611% +$887K 0.27% 68
2020
Q4 		$137K Buy
+1,009
New +$113K 0.05% 132

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

PGIM Custom Harvest's JPM Position: Q1 2026 in Review

PGIM Custom Harvest reduced its JPMorgan Chase (JPM) stake by 10% in Q1 2026, selling an estimated $449K and leaving 13,341 shares worth $3.92M. The position accounts for 0.06% of the portfolio, ranked #78.

PGIM Custom Harvest first reported a position in JPM in Q4 2020 and has held it in 18 quarters since. The position peaked at $4.78M in Q4 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • PGIM Custom Harvest held 13,341 shares of JPMorgan Chase worth $3.92M as of Q1 2026.
  • PGIM Custom Harvest sold 1,478 JPMorgan Chase shares in Q1 2026, an estimated $449K.
  • JPMorgan Chase made up 0.06% of PGIM Custom Harvest's portfolio in Q1 2026, its #78 holding.
  • PGIM Custom Harvest first reported a position in JPMorgan Chase in Q4 2020 and has held it in 18 quarters since.
  • PGIM Custom Harvest's JPMorgan Chase position peaked at $4.78M in Q4 2025.
  • 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on PGIM Custom Harvest's 13F filing for Q1 2026, filed 13 May 2026.