Pullen Investment Management’s JPMorgan Chase JPM Stock Holding History

Pullen Investment 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
2026 Q1	$913K	Sell	3,103 -9	-0.3%	-$2.73K	0.46%	77
2025 Q4	$1M	Sell	3,112 -34	-1%	-$10.5K	0.53%	72
2025 Q3	$992K	Buy	3,146 +2	+0.1%	+$595	0.54%	68
2025 Q2	$911K	Sell	3,144 -19	-0.6%	-$4.85K	0.55%	70
2025 Q1	$776K	Buy	3,163 +106	+3%	+$27K	0.49%	78
2024 Q4	$733K	Buy	3,057 +144	+5%	+$33.5K	0.48%	75
2024 Q3	$614K	Sell	2,913 -67	-2%	-$14.1K	0.45%	73
2024 Q2	$603K	Buy	2,980 +186	+7%	+$36.4K	0.5%	68
2024 Q1	$560K	Buy	+2,794	New	+$504K	0.47%	68

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

Pullen Investment Management's JPM Position: Q1 2026 in Review

Pullen Investment Management reduced its JPMorgan Chase (JPM) stake by 0.29% in Q1 2026, selling an estimated $2.73K and leaving 3,103 shares worth $913K. The position accounts for 0.46% of the portfolio, ranked #77.

Pullen Investment Management first reported a position in JPM in Q1 2024 and has held it in 9 quarters since. The position peaked at $1M in Q4 2025. 5,055 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Pullen Investment Management held 3,103 shares of JPMorgan Chase worth $913K as of Q1 2026.
Pullen Investment Management sold 9 JPMorgan Chase shares in Q1 2026, an estimated $2.73K.
JPMorgan Chase made up 0.46% of Pullen Investment Management's portfolio in Q1 2026, its #77 holding.
Pullen Investment Management first reported a position in JPMorgan Chase in Q1 2024 and has held it in 9 quarters since.
Pullen Investment Management's JPMorgan Chase position peaked at $1M in Q4 2025.
5,055 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Pullen Investment Management's 13F filing for Q1 2026, filed 15 Apr 2026.