Portland Global Advisors’s JPMorgan Chase JPM Stock Holding History

Portland Global Advisors’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	$1.59M	Buy	5,410 +252	+5%	+$76.5K	0.17%	63
2025 Q4	$1.66M	Sell	5,158 -104	-2%	-$32.2K	0.18%	60
2025 Q3	$1.66M	Buy	5,262 +61	+1%	+$18.1K	0.19%	57
2025 Q2	$1.51M	Buy	5,201 +1,326	+34%	+$338K	0.18%	59
2025 Q1	$951K	Buy	3,875 +137	+4%	+$34.9K	0.12%	71
2024 Q4	$896K	Buy	3,738 +13	+0.3%	+$3.03K	0.11%	74
2024 Q3	$785K	Hold	3,725	–	–	0.1%	78
2024 Q2	$753K	Hold	3,725	–	–	0.1%	81
2024 Q1	$746K	Sell	3,725 -322	-8%	-$58.1K	0.1%	80
2023 Q4	$688K	Buy	4,047 +245	+6%	+$37.1K	0.1%	78
2023 Q3	$551K	Buy	3,802 +27	+0.7%	+$4.05K	0.09%	80
2023 Q2	$549K	Sell	3,775 -439	-10%	-$60.4K	0.09%	84
2023 Q1	$549K	Sell	4,214 -1,359	-24%	-$186K	0.09%	86
2022 Q4	$747K	Hold	5,573	–	–	0.14%	84
2022 Q3	$582K	Hold	5,573	–	–	0.12%	84
2022 Q2	$628K	Sell	5,573 -122	-2%	-$15.1K	0.12%	86
2022 Q1	$776K	Hold	5,695	–	–	0.13%	79
2021 Q4	$902K	Hold	5,695	–	–	0.15%	75
2021 Q3	$932K	Buy	5,695 +185	+3%	+$29K	0.17%	73
2021 Q2	$857K	Buy	5,510 +379	+7%	+$59.5K	0.17%	70
2021 Q1	$781K	Hold	5,131	–	–	0.17%	69
2020 Q4	$652K	Sell	5,131 -27	-0.5%	-$3.02K	0.16%	69
2020 Q3	$497K	Buy	5,158 +27	+0.5%	+$2.65K	0.14%	67
2020 Q2	$483K	Hold	5,131	–	–	0.16%	67
2020 Q1	$462K	Sell	5,131 -108	-2%	-$13.1K	0.18%	66
2019 Q4	$730K	Hold	5,239	–	–	0.22%	62
2019 Q3	$617K	Sell	5,239 -495	-9%	-$56K	0.21%	60
2019 Q2	$641K	Buy	5,734 +69	+1%	+$7.61K	0.21%	61
2019 Q1	$573K	Buy	5,665 +20	+0.4%	+$2.06K	0.2%	59
2018 Q4	$551K	Sell	5,645 -924	-14%	-$98.4K	0.22%	57
2018 Q3	$741K	Buy	6,569 +180	+3%	+$20.4K	0.26%	55
2018 Q2	$666K	Buy	6,389 +64	+1%	+$7.02K	0.25%	55
2018 Q1	$696K	Sell	6,325 -9	-0.1%	-$1.02K	0.27%	55
2017 Q4	$677K	Sell	6,334 -370	-6%	-$37.5K	0.25%	57
2017 Q3	$640K	Sell	6,704 -325	-5%	-$30K	0.25%	58
2017 Q2	$642K	Hold	7,029	–	–	0.26%	59
2017 Q1	$617K	Hold	7,029	–	–	0.26%	59
2016 Q4	$607K	Sell	7,029 -541	-7%	-$41.3K	0.26%	60
2016 Q3	$504K	Hold	7,570	–	–	0.22%	66
2016 Q2	$470K	Sell	7,570 -277	-4%	-$17.3K	0.22%	69
2016 Q1	$465K	Hold	7,847	–	–	0.22%	66
2015 Q4	$518K	Buy	7,847 +1,650	+27%	+$107K	0.28%	63
2015 Q3	$378K	Buy	6,197 +2,318	+60%	+$152K	0.22%	69
2015 Q2	$263K	Sell	3,879 -2,403	-38%	-$157K	0.14%	88
2015 Q1	$381K	Hold	6,282	–	–	0.2%	73
2014 Q4	$393K	Buy	6,282 +1,244	+25%	+$74.9K	0.2%	71
2014 Q3	$303K	Hold	5,038	–	–	0.16%	88
2014 Q2	$290K	Sell	5,038 -302	-6%	-$17K	0.15%	95
2014 Q1	$324K	Buy	+5,340	New	+$309K	0.19%	76

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

Portland Global Advisors's JPM Position: Q1 2026 in Review

Portland Global Advisors increased its JPMorgan Chase (JPM) stake by 4.9% in Q1 2026, buying an estimated $76.5K and bringing the position to 5,410 shares worth $1.59M. The position accounts for 0.17% of the portfolio, ranked #63.

Portland Global Advisors first reported a position in JPM in Q1 2014 and has held it in 49 quarters since. The position peaked at $1.66M in Q4 2025. 5,060 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Portland Global Advisors held 5,410 shares of JPMorgan Chase worth $1.59M as of Q1 2026.
Portland Global Advisors bought 252 JPMorgan Chase shares in Q1 2026, an estimated $76.5K.
JPMorgan Chase made up 0.17% of Portland Global Advisors's portfolio in Q1 2026, its #63 holding.
Portland Global Advisors first reported a position in JPMorgan Chase in Q1 2014 and has held it in 49 quarters since.
Portland Global Advisors's JPMorgan Chase position peaked at $1.66M in Q4 2025.
5,060 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Portland Global Advisors's 13F filing for Q1 2026, filed 11 May 2026.