Private Capital Management (Florida)’s JPMorgan Chase JPM Stock Holding History

Private Capital Management (Florida)’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	$32.9M	Sell	111,946 -39	-0%	-$11.8K	3.28%	9
2025 Q4	$36.1M	Buy	111,985 +492	+0.4%	+$152K	3.31%	10
2025 Q3	$35.2M	Sell	111,493 -1,208	-1%	-$359K	3.14%	13
2025 Q2	$32.7M	Sell	112,701 -1,251	-1%	-$319K	3.15%	10
2025 Q1	$28M	Sell	113,952 -51	-0%	-$13K	3.06%	11
2024 Q4	$27.3M	Sell	114,003 -1,000	-0.9%	-$233K	2.86%	12
2024 Q3	$24.2M	Sell	115,003 -933	-0.8%	-$197K	2.6%	14
2024 Q2	$23.4M	Sell	115,936 -3,596	-3%	-$703K	2.73%	13
2024 Q1	$23.9M	Sell	119,532 -50	-0%	-$9.02K	2.68%	14
2023 Q4	$20.3M	Buy	119,582 +3,391	+3%	+$514K	2.26%	16
2023 Q3	$16.9M	Sell	116,191 -4,534	-4%	-$680K	1.99%	20
2023 Q2	$17.6M	Buy	120,725 +109,588	+984%	+$15.1M	2.09%	19
2023 Q1	$1.45M	Buy	+11,137	New	+$1.53M	0.17%	51
2022 Q3	–	Sell	-3,593	Closed	-$405K	–	150
2022 Q2	$405K	Buy	+3,593	New	+$445K	0.06%	75

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

Private Capital Management (Florida)'s JPM Position: Q1 2026 in Review

Private Capital Management (Florida) reduced its JPMorgan Chase (JPM) stake by 0.03% in Q1 2026, selling an estimated $11.8K and leaving 111,946 shares worth $32.9M. The position accounts for 3.28% of the portfolio, ranked #9.

Private Capital Management (Florida) first reported a position in JPM in Q2 2022 and has held it in 14 quarters since. The position peaked at $36.1M in Q4 2025. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Private Capital Management (Florida) held 111,946 shares of JPMorgan Chase worth $32.9M as of Q1 2026.
Private Capital Management (Florida) sold 39 JPMorgan Chase shares in Q1 2026, an estimated $11.8K.
JPMorgan Chase made up 3.28% of Private Capital Management (Florida)'s portfolio in Q1 2026, its #9 holding.
Private Capital Management (Florida) first reported a position in JPMorgan Chase in Q2 2022 and has held it in 14 quarters since.
Private Capital Management (Florida)'s JPMorgan Chase position peaked at $36.1M in Q4 2025.
5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Private Capital Management (Florida)'s 13F filing for Q1 2026, filed 15 May 2026.