Port Capital’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 | $1.04M | Sell |
3,536
-91
| -3% | -$27.6K | 0.05% | 49 |
|
|
2025
Q4 | $1.17M | Hold |
3,627
| – | – | 0.05% | 49 |
|
|
2025
Q3 | $1.14M | Sell |
3,627
-129
| -3% | -$38.4K | 0.05% | 50 |
|
|
2025
Q2 | $1.09M | Sell |
3,756
-350
| -9% | -$89.3K | 0.05% | 48 |
|
|
2025
Q1 | $1.01M | Sell |
4,106
-875
| -18% | -$223K | 0.05% | 48 |
|
|
2024
Q4 | $1.19M | Sell |
4,981
-118
| -2% | -$27.5K | 0.05% | 48 |
|
|
2024
Q3 | $1.07M | Sell |
5,099
-295
| -5% | -$62.1K | 0.05% | 48 |
|
|
2024
Q2 | $1.09M | Sell |
5,394
-12
| -0.2% | -$2.35K | 0.05% | 46 |
|
|
2024
Q1 | $1.08M | Sell |
5,406
-858
| -14% | -$155K | 0.05% | 46 |
|
|
2023
Q4 | $1.07M | Sell |
6,264
-541
| -8% | -$82K | 0.06% | 47 |
|
|
2023
Q3 | $987K | Buy |
6,805
+134
| +2% | +$20.1K | 0.06% | 44 |
|
|
2023
Q2 | $970K | Buy |
6,671
+1,265
| +23% | +$174K | 0.06% | 48 |
|
|
2023
Q1 | $704K | Sell |
5,406
-1,119
| -17% | -$153K | 0.05% | 49 |
|
|
2022
Q4 | $875K | Sell |
6,525
-679
| -9% | -$86K | 0.06% | 46 |
|
|
2022
Q3 | $753K | Sell |
7,204
-629
| -8% | -$72.2K | 0.06% | 46 |
|
|
2022
Q2 | $882K | Buy |
7,833
+107
| +1% | +$13.3K | 0.07% | 46 |
|
|
2022
Q1 | $1.05M | Sell |
7,726
-2,007
| -21% | -$296K | 0.07% | 46 |
|
|
2021
Q4 | $1.54M | Sell |
9,733
-962
| -9% | -$158K | 0.09% | 44 |
|
|
2021
Q3 | $1.75M | Sell |
10,695
-500
| -4% | -$78.4K | 0.09% | 45 |
|
|
2021
Q2 | $1.74M | Sell |
11,195
-384
| -3% | -$60.3K | 0.09% | 46 |
|
|
2021
Q1 | $1.76M | Sell |
11,579
-5,607
| -33% | -$807K | 0.1% | 45 |
|
|
2020
Q4 | $2.18M | Sell |
17,186
-332
| -2% | -$37.1K | 0.15% | 45 |
|
|
2020
Q3 | $1.69M | Buy |
17,518
+28
| +0.2% | +$2.75K | 0.15% | 44 |
|
|
2020
Q2 | $1.65M | Buy |
17,490
+33
| +0.2% | +$3.13K | 0.16% | 42 |
|
|
2020
Q1 | $1.57M | Sell |
17,457
-1,982
| -10% | -$241K | 0.22% | 43 |
|
|
2019
Q4 | $2.71M | Sell |
19,439
-10,755
| -36% | -$1.38M | 0.3% | 43 |
|
|
2019
Q3 | $3.55M | Sell |
30,194
-14,340
| -32% | -$1.62M | 0.41% | 42 |
|
|
2019
Q2 | $4.98M | Sell |
44,534
-9,410
| -17% | -$1.04M | 0.59% | 42 |
|
|
2019
Q1 | $5.46M | Sell |
53,944
-9,156
| -15% | -$943K | 0.71% | 42 |
|
|
2018
Q4 | $6.16M | Sell |
63,100
-1,489
| -2% | -$159K | 0.94% | 37 |
|
|
2018
Q3 | $7.29M | Buy |
64,589
+335
| +0.5% | +$38K | 0.88% | 50 |
|
|
2018
Q2 | $6.7M | Sell |
64,254
-72
| -0.1% | -$7.9K | 0.87% | 53 |
|
|
2018
Q1 | $7.07M | Sell |
64,326
-217
| -0.3% | -$24.6K | 1% | 44 |
|
|
2017
Q4 | $6.9M | Buy |
+64,543
| New | +$6.54M | 0.98% | 47 |
|
Other funds holding JPM
VCM
VPM
Port Capital's JPM Position: Q1 2026 in Review
Port Capital reduced its JPMorgan Chase (JPM) stake by 2.5% in Q1 2026, selling an estimated $27.6K and leaving 3,536 shares worth $1.04M. The position accounts for 0.05% of the portfolio, ranked #49.
Port Capital first reported a position in JPM in Q4 2017 and has held it in 34 quarters since. The position peaked at $7.29M in Q3 2018. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.
- Port Capital held 3,536 shares of JPMorgan Chase worth $1.04M as of Q1 2026.
- Port Capital sold 91 JPMorgan Chase shares in Q1 2026, an estimated $27.6K.
- JPMorgan Chase made up 0.05% of Port Capital's portfolio in Q1 2026, its #49 holding.
- Port Capital first reported a position in JPMorgan Chase in Q4 2017 and has held it in 34 quarters since.
- Port Capital's JPMorgan Chase position peaked at $7.29M in Q3 2018.
- 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.
Based on Port Capital's 13F filing for Q1 2026, filed 15 May 2026.