Portfolio Design Labs’s JPMorgan Chase JPM Stock Holding History

Portfolio Design Labs’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	$6.31M	Sell	21,440 -1,884	-8%	-$572K	1.12%	19
2025 Q4	$7.52M	Buy	23,324 +540	+2%	+$167K	1.24%	18
2025 Q3	$7.19M	Sell	22,784 -974	-4%	-$290K	1.23%	18
2025 Q2	$6.89M	Buy	23,758 +6,387	+37%	+$1.63M	1.35%	18
2025 Q1	$4.26M	Sell	17,371 -5,306	-23%	-$1.35M	0.88%	31
2024 Q4	$5.44M	Buy	22,677 +4,481	+25%	+$1.04M	1.12%	18
2024 Q3	$3.84M	Buy	18,196 +7,979	+78%	+$1.68M	1.07%	20
2024 Q2	$2.07M	Sell	10,217 -592	-5%	-$116K	0.64%	67
2024 Q1	$2.17M	Sell	10,809 -855	-7%	-$154K	0.73%	59
2023 Q4	$1.98M	Buy	+11,664	New	+$1.77M	0.75%	41

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

Portfolio Design Labs's JPM Position: Q1 2026 in Review

Portfolio Design Labs reduced its JPMorgan Chase (JPM) stake by 8.1% in Q1 2026, selling an estimated $572K and leaving 21,440 shares worth $6.31M. The position accounts for 1.12% of the portfolio, ranked #19.

Portfolio Design Labs first reported a position in JPM in Q4 2023 and has held it in 10 quarters since. The position peaked at $7.52M in Q4 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Portfolio Design Labs held 21,440 shares of JPMorgan Chase worth $6.31M as of Q1 2026.
Portfolio Design Labs sold 1,884 JPMorgan Chase shares in Q1 2026, an estimated $572K.
JPMorgan Chase made up 1.12% of Portfolio Design Labs's portfolio in Q1 2026, its #19 holding.
Portfolio Design Labs first reported a position in JPMorgan Chase in Q4 2023 and has held it in 10 quarters since.
Portfolio Design Labs's JPMorgan Chase position peaked at $7.52M in Q4 2025.
5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Portfolio Design Labs's 13F filing for Q1 2026, filed 11 May 2026.