Picton Mahoney 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 | $37.5M | Buy |
127,375
+67,867
| +114% | +$20.6M | 0.28% | 58 |
|
|
2025
Q4 | $19.2M | Sell |
59,508
-6,437
| -10% | -$1.99M | 0.15% | 121 |
|
|
2025
Q3 | $20.8M | Sell |
65,945
-4,333
| -6% | -$1.29M | 0.19% | 95 |
|
|
2025
Q2 | $20.4M | Sell |
70,278
-15,355
| -18% | -$3.92M | 0.21% | 94 |
|
|
2025
Q1 | $21M | Buy |
85,633
+32,553
| +61% | +$8.3M | 0.36% | 47 |
|
|
2024
Q4 | $12.7M | Sell |
53,080
-434
| -0.8% | -$101K | 0.26% | 97 |
|
|
2024
Q3 | $11.3M | Sell |
53,514
-26,988
| -34% | -$5.68M | 0.37% | 93 |
|
|
2024
Q2 | $16.3M | Sell |
80,502
-8,273
| -9% | -$1.62M | 0.63% | 42 |
|
|
2024
Q1 | $17.8M | Sell |
88,775
-6,084
| -6% | -$1.1M | 0.53% | 42 |
|
|
2023
Q4 | $16.1M | Buy |
94,859
+16,622
| +21% | +$2.52M | 0.44% | 45 |
|
|
2023
Q3 | $11.3M | Buy |
78,237
+44,047
| +129% | +$6.6M | 0.34% | 72 |
|
|
2023
Q2 | $4.97M | Sell |
34,190
-2,510
| -7% | -$345K | 0.21% | 138 |
|
|
2023
Q1 | $4.78M | Sell |
36,700
-1,795
| -5% | -$246K | 0.21% | 151 |
|
|
2022
Q4 | $5.16M | Buy |
+38,495
| New | +$4.88M | 0.24% | 115 |
|
|
2022
Q1 | – | Sell |
-73,110
| Closed | -$11.6M | – | 981 |
|
|
2021
Q4 | $11.6M | Buy |
73,110
+4,240
| +6% | +$696K | 0.28% | 53 |
|
|
2021
Q3 | $11.3M | Sell |
68,870
-1,120
| -2% | -$176K | 0.42% | 51 |
|
|
2021
Q2 | $10.9M | Sell |
69,990
-47,122
| -40% | -$7.4M | 0.32% | 64 |
|
|
2021
Q1 | $17.8M | Sell |
117,112
-55,180
| -32% | -$7.94M | 0.85% | 26 |
|
|
2020
Q4 | $21.9M | Sell |
172,292
-16,991
| -9% | -$1.9M | 1.04% | 18 |
|
|
2020
Q3 | $18.2M | Buy |
189,283
+5,878
| +3% | +$577K | 1.01% | 15 |
|
|
2020
Q2 | $17.3M | Buy |
183,405
+10,693
| +6% | +$1.01M | 0.99% | 16 |
|
|
2020
Q1 | $15.5M | Sell |
172,712
-19,238
| -10% | -$2.34M | 0.88% | 23 |
|
|
2019
Q4 | $26.8M | Sell |
191,950
-22,875
| -11% | -$2.93M | 1.8% | 12 |
|
|
2019
Q3 | $25.3M | Sell |
214,825
-38,700
| -15% | -$4.38M | 1.78% | 13 |
|
|
2019
Q2 | $28.3M | Buy |
253,525
+6,170
| +2% | +$680K | 1.95% | 8 |
|
|
2019
Q1 | $25M | Buy |
247,355
+3,230
| +1% | +$333K | 1.89% | 10 |
|
|
2018
Q4 | $23.8M | Buy |
244,125
+38,825
| +19% | +$4.14M | 2.13% | 11 |
|
|
2018
Q3 | $23.2M | Sell |
205,300
-15,300
| -7% | -$1.74M | 1.63% | 15 |
|
|
2018
Q2 | $23M | Buy |
220,600
+18,600
| +9% | +$2.04M | 1.65% | 15 |
|
|
2018
Q1 | $22.2M | Sell |
202,000
-1,800
| -0.9% | -$204K | 1.6% | 15 |
|
|
2017
Q4 | $21.8M | Buy |
203,800
+35,900
| +21% | +$3.63M | 1.56% | 18 |
|
|
2017
Q3 | $16M | Sell |
167,900
-18,100
| -10% | -$1.67M | 1.21% | 29 |
|
|
2017
Q2 | $17M | Sell |
186,000
-17,700
| -9% | -$1.53M | 1.21% | 22 |
|
|
2017
Q1 | $17.9M | Sell |
203,700
-13,850
| -6% | -$1.22M | 1.2% | 20 |
|
|
2016
Q4 | $18.8M | Sell |
217,550
-46,150
| -18% | -$3.52M | 1.54% | 18 |
|
|
2016
Q3 | $17.6M | Buy |
+263,700
| New | +$17.2M | 1.18% | 21 |
|
|
2016
Q1 | – | Sell |
-3,800
| Closed | -$252K | – | 340 |
|
|
2015
Q4 | $252K | Hold |
3,800
| – | – | 0.02% | 208 |
|
|
2015
Q3 | $231K | Buy |
+3,800
| New | +$249K | 0.01% | 197 |
|
|
2014
Q4 | – | Sell |
-25,200
| Closed | -$1.52K | – | 367 |
|
|
2014
Q3 | $1.52K | Sell |
25,200
-1,900
| -7% | -$111K | 0.08% | 141 |
|
|
2014
Q2 | $1.56K | Buy |
+27,100
| New | +$1.52M | 0.09% | 139 |
|
|
2013
Q4 | – | Sell |
-14,200
| Closed | -$734K | – | 369 |
|
|
2013
Q3 | $734K | Sell |
14,200
-8,800
| -38% | -$472K | 0.05% | 197 |
|
|
2013
Q2 | $1.22M | Buy |
+23,000
| New | +$1.17M | 0.09% | 146 |
|
Other funds holding JPM
VCM
VPM
Picton Mahoney Asset Management's JPM Position: Q1 2026 in Review
Picton Mahoney Asset Management increased its JPMorgan Chase (JPM) stake by 114% in Q1 2026, buying an estimated $20.6M and bringing the position to 127,375 shares worth $37.5M. The position accounts for 0.28% of the portfolio, ranked #58.
Picton Mahoney Asset Management first reported a position in JPM in Q2 2013 and has held it in 42 quarters since. 5,057 funds tracked by Wall St. Rank hold JPM as of Q1 2026.
- Picton Mahoney Asset Management held 127,375 shares of JPMorgan Chase worth $37.5M as of Q1 2026.
- Picton Mahoney Asset Management bought 67,867 JPMorgan Chase shares in Q1 2026, an estimated $20.6M.
- JPMorgan Chase made up 0.28% of Picton Mahoney Asset Management's portfolio in Q1 2026, its #58 holding.
- Picton Mahoney Asset Management first reported a position in JPMorgan Chase in Q2 2013 and has held it in 42 quarters since.
- 5,057 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.
Based on Picton Mahoney Asset Management's 13F filing for Q1 2026, filed 13 May 2026.