PCM
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Prelude Capital Management’s JPMorgan Chase JPM Stock Holding History

Prelude Capital 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
2023
Q4 		– Sell
-1,900
Closed -$276K – 1232
2023
Q3 		$276K Sell
1,900
-3,600
-65% -$540K 0.02% 716
2023
Q2 		$800K Buy
5,500
+500
+10% +$68.8K 0.05% 342
2023
Q1 		$652K Buy
5,000
+3,000
+150% +$411K 0.04% 387
2022
Q4 		$268K Buy
+2,000
New +$253K 0.01% 835
2022
Q3 		– Sell
-4,000
Closed -$450K – 1754
2022
Q2 		$450K Buy
+4,000
New +$496K 0.01% 862
2022
Q1 		– Sell
-7,400
Closed -$1.17M – 2031
2021
Q4 		$1.17M Hold
7,400
– – 0.03% 528
2021
Q3 		$1.21M Buy
7,400
+3,600
+95% +$564K 0.03% 480
2021
Q2 		$500K Buy
3,800
+800
+27% +$126K 0.01% 946
2021
Q1 		$457K Sell
3,000
-200
-6% -$28.8K 0.01% 946
2020
Q4 		$407K Sell
3,200
-5,800
-64% -$648K 0.01% 795
2020
Q3 		$866K Buy
9,000
+6,000
+200% +$589K 0.04% 297
2020
Q2 		$282K Sell
3,000
-17,800
-86% -$1.69M 0.02% 633
2020
Q1 		$1.87M Sell
20,800
-39,200
-65% -$4.76M 0.13% 113
2019
Q4 		$8.36M Buy
60,000
+56,200
+1,479% +$7.21M 0.32% 33
2019
Q3 		$447K Sell
3,800
-13,300
-78% -$1.5M 0.02% 549
2019
Q2 		$1.91M Buy
+17,100
New +$1.89M 0.09% 208
2018
Q3 		– Sell
-29,900
Closed -$3.12M – 1881
2018
Q2 		$3.12M Buy
29,900
+13,100
+78% +$1.44M 0.2% 78
2018
Q1 		$1.85M Buy
+16,800
New +$1.9M 0.13% 136

Other funds holding JPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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.