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Premier Fund Managers’s JPMorgan Chase JPM Stock Holding History

Premier Fund Managers’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 		$11.6M Sell
40,941
-41,383
-50% -$12.6M 0.82% 53
2025
Q4 		$26.6M Sell
82,324
-7,800
-9% -$2.41M 1.53% 27
2025
Q3 		$28.5M Sell
90,124
-930
-1% -$277K 1.17% 35
2025
Q2 		$26.1M Buy
91,054
+340
+0.4% +$86.8K 0.95% 41
2025
Q1 		$22M Sell
90,714
-27,593
-23% -$7.03M 0.82% 41
2024
Q4 		$28.3M Buy
118,307
+25,592
+28% +$5.96M 1.01% 36
2024
Q3 		$19.5M Buy
92,715
+49,400
+114% +$10.4M 0.69% 44
2024
Q2 		$8.63M Sell
43,315
-1,794
-4% -$351K 0.35% 63
2024
Q1 		$9M Hold
45,109
– – 0.36% 57
2023
Q4 		$7.68M Sell
45,109
-968
-2% -$147K 0.33% 59
2023
Q3 		$6.8M Sell
46,077
-1,115
-2% -$167K 0.32% 63
2023
Q2 		$6.77M Buy
47,192
+4,055
+9% +$558K 0.27% 74
2023
Q1 		$5.55M Sell
43,137
-1,441
-3% -$197K 0.22% 88
2022
Q4 		$5.94M Buy
44,578
+40,606
+1,022% +$5.15M 0.23% 91
2022
Q3 		$422K Sell
3,972
-38,229
-91% -$4.39M 0.03% 139
2022
Q2 		$4.87M Sell
42,201
-399
-0.9% -$49.4K 0.22% 93
2022
Q1 		$5.99M Hold
42,600
– – 0.21% 101
2021
Q4 		$6.75M Buy
42,600
+131
+0.3% +$21.5K 0.22% 108
2021
Q3 		$7.05M Buy
42,469
+3,830
+10% +$600K 0.23% 105
2021
Q2 		$5.96M Buy
38,639
+4,850
+14% +$762K 0.2% 122
2021
Q1 		$5.22M Buy
33,789
+552
+2% +$79.4K 0.2% 125
2020
Q4 		$4.17M Buy
33,237
+5,531
+20% +$618K 0.18% 133
2020
Q3 		$2.64M Hold
27,706
– – 0.15% 134
2020
Q2 		$2.58M Sell
27,706
-2,886
-9% -$274K 0.16% 122
2020
Q1 		$2.86M Sell
30,592
-13,995
-31% -$1.7M 1.85% 21
2019
Q4 		$6.18M Sell
44,587
-2,540
-5% -$326K 3.13% 9
2019
Q3 		$5.55M Hold
47,127
– – 2.69% 15
2019
Q2 		$5.13M Sell
47,127
-10,990
-19% -$1.21M 2.35% 24
2019
Q1 		$6.54M Buy
58,117
+585
+1% +$60.3K 2.98% 6
2018
Q4 		$5.57M Buy
57,532
+6,059
+12% +$646K 3.24% 5
2018
Q3 		$5.89M Buy
51,473
+5,897
+13% +$669K 3.37% 3
2018
Q2 		$4.78M Buy
45,576
+3,675
+9% +$403K 2.87% 6
2018
Q1 		$4.52M Hold
41,901
– – 3.74% 1
2017
Q4 		$4.52M Buy
41,901
+593
+1% +$60K 3.3% 4
2017
Q3 		$3.94M Buy
41,308
+5,255
+15% +$485K 2.84% 6
2017
Q2 		$3.29M Hold
36,053
– – 2.67% 13
2017
Q1 		$3.21M Sell
36,053
-9,687
-21% -$855K 2.77% 12
2016
Q4 		$3.93M Buy
45,740
+38,500
+532% +$2.94M 3.39% 5
2016
Q3 		$475K Sell
7,240
-47,560
-87% -$3.1M 0.39% 46
2016
Q2 		$3.35M Buy
54,800
+8,800
+19% +$550K 3.26% 9
2016
Q1 		$2.75M Buy
46,000
+4,000
+10% +$234K 2.68% 4
2015
Q4 		$2.8M Buy
+42,000
New +$2.73M 2.62% 7

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

Premier Fund Managers's JPM Position: Q1 2026 in Review

Premier Fund Managers reduced its JPMorgan Chase (JPM) stake by 50% in Q1 2026, selling an estimated $12.6M and leaving 40,941 shares worth $11.6M. The position accounts for 0.82% of the portfolio, ranked #53.

Premier Fund Managers first reported a position in JPM in Q4 2015 and has held it in 42 quarters since. The position peaked at $28.5M in Q3 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Premier Fund Managers held 40,941 shares of JPMorgan Chase worth $11.6M as of Q1 2026.
  • Premier Fund Managers sold 41,383 JPMorgan Chase shares in Q1 2026, an estimated $12.6M.
  • JPMorgan Chase made up 0.82% of Premier Fund Managers's portfolio in Q1 2026, its #53 holding.
  • Premier Fund Managers first reported a position in JPMorgan Chase in Q4 2015 and has held it in 42 quarters since.
  • Premier Fund Managers's JPMorgan Chase position peaked at $28.5M in Q3 2025.
  • 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Premier Fund Managers's 13F filing for Q1 2026, filed 14 May 2026.