Prelude Capital 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 | $792K | Sell |
2,693
-2,279
| -46% | -$692K | 0.06% | 356 |
|
|
2025
Q4 | $1.6M | Buy |
4,972
+1,732
| +53% | +$536K | 0.12% | 191 |
|
|
2025
Q3 | $1.02M | Buy |
3,240
+816
| +34% | +$243K | 0.08% | 306 |
|
|
2025
Q2 | $703K | Sell |
2,424
-1,037
| -30% | -$265K | 0.07% | 349 |
|
|
2025
Q1 | $849K | Sell |
3,461
-847
| -20% | -$216K | 0.06% | 351 |
|
|
2024
Q4 | $1.03M | Sell |
4,308
-2,313
| -35% | -$539K | 0.06% | 368 |
|
|
2024
Q3 | $1.4M | Buy |
6,621
+160
| +2% | +$33.7K | 0.08% | 299 |
|
|
2024
Q2 | $1.31M | Sell |
6,461
-406
| -6% | -$79.4K | 0.09% | 268 |
|
|
2024
Q1 | $1.38M | Buy |
6,867
+2,106
| +44% | +$380K | 0.07% | 322 |
|
|
2023
Q4 | $810K | Sell |
4,761
-5,380
| -53% | -$815K | 0.05% | 347 |
|
|
2023
Q3 | $1.47M | Buy |
10,141
+94
| +0.9% | +$14.1K | 0.1% | 240 |
|
|
2023
Q2 | $1.46M | Buy |
+10,047
| New | +$1.38M | 0.1% | 247 |
|
|
2023
Q1 | – | Sell |
-7,058
| Closed | -$967K | – | 1326 |
|
|
2022
Q4 | $946K | Buy |
7,058
+3,157
| +81% | +$400K | 0.05% | 401 |
|
|
2022
Q3 | $408K | Sell |
3,901
-7,353
| -65% | -$844K | 0.01% | 733 |
|
|
2022
Q2 | $1.27M | Sell |
11,254
-227
| -2% | -$28.1K | 0.04% | 441 |
|
|
2022
Q1 | $1.56M | Buy |
11,481
+5,162
| +82% | +$762K | 0.05% | 433 |
|
|
2021
Q4 | $1M | Sell |
6,319
-9,329
| -60% | -$1.53M | 0.03% | 607 |
|
|
2021
Q3 | $2.56M | Sell |
15,648
-3,122
| -17% | -$489K | 0.07% | 231 |
|
|
2021
Q2 | $2.92M | Sell |
18,770
-6,790
| -27% | -$1.07M | 0.09% | 186 |
|
|
2021
Q1 | $3.89M | Buy |
25,560
+15,236
| +148% | +$2.19M | 0.1% | 138 |
|
|
2020
Q4 | $1.31M | Sell |
10,324
-12,503
| -55% | -$1.4M | 0.03% | 401 |
|
|
2020
Q3 | $2.2M | Buy |
22,827
+14,254
| +166% | +$1.4M | 0.11% | 140 |
|
|
2020
Q2 | $806K | Buy |
8,573
+8,559
| +61,136% | +$812K | 0.04% | 359 |
|
|
2020
Q1 | $1K | Sell |
14
-48,930
| -100% | -$5.94M | ﹤0.01% | 1345 |
|
|
2019
Q4 | $6.82M | Buy |
48,944
+31,317
| +178% | +$4.02M | 0.26% | 40 |
|
|
2019
Q3 | $2.08M | Sell |
17,627
-19,040
| -52% | -$2.15M | 0.09% | 177 |
|
|
2019
Q2 | $4.1M | Buy |
36,667
+5,637
| +18% | +$622K | 0.2% | 75 |
|
|
2019
Q1 | $3.14M | Buy |
31,030
+21,063
| +211% | +$2.17M | 0.18% | 105 |
|
|
2018
Q4 | $973K | Sell |
9,967
-24,158
| -71% | -$2.57M | 0.07% | 325 |
|
|
2018
Q3 | $3.85M | Buy |
34,125
+26,396
| +342% | +$3M | 0.22% | 72 |
|
|
2018
Q2 | $805K | Sell |
7,729
-19,535
| -72% | -$2.14M | 0.05% | 390 |
|
|
2018
Q1 | $3M | Buy |
27,264
+7,363
| +37% | +$834K | 0.22% | 73 |
|
|
2017
Q4 | $2.13M | Buy |
19,901
+13,853
| +229% | +$1.4M | 0.17% | 118 |
|
|
2017
Q3 | $578K | Sell |
6,048
-10,730
| -64% | -$990K | 0.05% | 339 |
|
|
2017
Q2 | $1.53M | Buy |
+16,778
| New | +$1.45M | 0.15% | 146 |
|
|
2015
Q2 | – | Sell |
-5,400
| Closed | -$327K | – | 1868 |
|
|
2015
Q1 | $327K | Sell |
5,400
-3,225
| -37% | -$191K | 0.05% | 477 |
|
|
2014
Q4 | $540K | Buy |
8,625
+2,475
| +40% | +$149K | 0.08% | 290 |
|
|
2014
Q3 | $370K | Buy |
6,150
+1,174
| +24% | +$68.6K | 0.05% | 484 |
|
|
2014
Q2 | $287K | Sell |
4,976
-399
| -7% | -$22.4K | 0.04% | 589 |
|
|
2014
Q1 | $326K | Sell |
5,375
-8,825
| -62% | -$510K | 0.04% | 558 |
|
|
2013
Q4 | $830K | Sell |
14,200
-800
| -5% | -$43.8K | 0.14% | 201 |
|
|
2013
Q3 | $775K | Buy |
15,000
+13,239
| +752% | +$710K | 0.13% | 201 |
|
|
2013
Q2 | $93K | Buy |
+1,761
| New | +$89.5K | 0.02% | 670 |
|
Other funds holding JPM
VCM
VPM
Prelude Capital Management's JPM Position: Q1 2026 in Review
Prelude Capital Management reduced its JPMorgan Chase (JPM) stake by 46% in Q1 2026, selling an estimated $692K and leaving 2,693 shares worth $792K. The position accounts for 0.06% of the portfolio, ranked #356.
Prelude Capital Management first reported a position in JPM in Q2 2013 and has held it in 43 quarters since. The position peaked at $6.82M in Q4 2019. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.
- Prelude Capital Management held 2,693 shares of JPMorgan Chase worth $792K as of Q1 2026.
- Prelude Capital Management sold 2,279 JPMorgan Chase shares in Q1 2026, an estimated $692K.
- JPMorgan Chase made up 0.06% of Prelude Capital Management's portfolio in Q1 2026, its #356 holding.
- Prelude Capital Management first reported a position in JPMorgan Chase in Q2 2013 and has held it in 43 quarters since.
- Prelude Capital Management's JPMorgan Chase position peaked at $6.82M in Q4 2019.
- 5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.
Based on Prelude Capital Management's 13F filing for Q1 2026, filed 15 May 2026.