Plato Investment Management’s JPMorgan Chase JPM Stock Holding History

Plato Investment 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	$18.1M	Buy	61,411 +1,101	+2%	+$334K	1.21%	11
2025 Q4	$19.5M	Buy	60,310 +870	+1%	+$269K	1.28%	11
2025 Q3	$18.6M	Buy	59,440 +886	+2%	+$264K	1.26%	10
2025 Q2	$16.9M	Buy	58,554 +1,391	+2%	+$355K	1.27%	10
2025 Q1	$14.2M	Sell	57,163 -1,444	-2%	-$368K	1.19%	10
2024 Q4	$14.1M	Buy	58,607 +2,123	+4%	+$494K	1.04%	10
2024 Q3	$11.9M	Buy	56,484 +325	+0.6%	+$68.5K	0.97%	13
2024 Q2	$11.4M	Buy	56,159 +2,776	+5%	+$543K	1.06%	11
2024 Q1	$10.7M	Buy	53,383 +49,313	+1,212%	+$8.9M	1.11%	11
2023 Q4	$692K	Buy	+4,070	New	+$617K	0.85%	22

Other funds holding JPM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Plato Investment Management's JPM Position: Q1 2026 in Review

Plato Investment Management increased its JPMorgan Chase (JPM) stake by 1.8% in Q1 2026, buying an estimated $334K and bringing the position to 61,411 shares worth $18.1M. The position accounts for 1.21% of the portfolio, ranked #11.

Plato Investment Management first reported a position in JPM in Q4 2023 and has held it in 10 quarters since. The position peaked at $19.5M in Q4 2025. 5,053 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Plato Investment Management held 61,411 shares of JPMorgan Chase worth $18.1M as of Q1 2026.
Plato Investment Management bought 1,101 JPMorgan Chase shares in Q1 2026, an estimated $334K.
JPMorgan Chase made up 1.21% of Plato Investment Management's portfolio in Q1 2026, its #11 holding.
Plato Investment Management first reported a position in JPMorgan Chase in Q4 2023 and has held it in 10 quarters since.
Plato Investment Management's JPMorgan Chase position peaked at $19.5M in Q4 2025.
5,053 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Plato Investment Management's 13F filing for Q1 2026, filed 5 May 2026.