Quantinno Capital Management’s JPMorgan Chase JPM Stock Holding History

Quantinno 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
2026 Q1	$467M	Buy	1,587,358 +295,189	+23%	+$89.6M	0.78%	12
2025 Q4	$416M	Buy	1,292,169 +297,912	+30%	+$92.2M	0.84%	12
2025 Q3	$314M	Buy	994,257 +259,876	+35%	+$77.3M	0.86%	12
2025 Q2	$213M	Buy	734,381 +243,960	+50%	+$62.3M	0.92%	10
2025 Q1	$120M	Buy	490,421 +157,178	+47%	+$40.1M	0.78%	10
2024 Q4	$79.9M	Buy	333,243 +72,956	+28%	+$17M	0.79%	11
2024 Q3	$54.9M	Buy	260,287 +84,437	+48%	+$17.8M	0.71%	13
2024 Q2	$35.6M	Buy	175,850 +28,713	+20%	+$5.61M	0.64%	17
2024 Q1	$29.5M	Buy	147,137 +31,607	+27%	+$5.7M	0.64%	16
2023 Q4	$19.7M	Buy	115,530 +14,735	+15%	+$2.23M	0.69%	14
2023 Q3	$14.6M	Buy	100,795 +21,365	+27%	+$3.2M	0.67%	17
2023 Q2	$11.6M	Buy	79,430 +8,206	+12%	+$1.13M	0.66%	14
2023 Q1	$9.28M	Buy	71,224 +4,757	+7%	+$652K	0.61%	17
2022 Q4	$8.91M	Buy	66,467 +36,283	+120%	+$4.6M	0.66%	15
2022 Q3	$3.15M	Buy	30,184 +9,830	+48%	+$1.13M	0.41%	31
2022 Q2	$2.29M	Buy	20,354 +10,098	+98%	+$1.25M	0.33%	48
2022 Q1	$1.4M	Sell	10,256 -7,047	-41%	-$1.04M	0.21%	111
2021 Q4	$2.74M	Buy	+17,303	New	+$2.84M	0.5%	34
2019 Q1	–	Sell	-7,033	Closed	-$687K	–	427
2018 Q4	$687K	Buy	+7,033	New	+$749K	0.56%	15

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

Quantinno Capital Management's JPM Position: Q1 2026 in Review

Quantinno Capital Management increased its JPMorgan Chase (JPM) stake by 23% in Q1 2026, buying an estimated $89.6M and bringing the position to 1,587,358 shares worth $467M. The position accounts for 0.78% of the portfolio, ranked #12.

Quantinno Capital Management first reported a position in JPM in Q4 2018 and has held it in 19 quarters since. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Quantinno Capital Management held 1,587,358 shares of JPMorgan Chase worth $467M as of Q1 2026.
Quantinno Capital Management bought 295,189 JPMorgan Chase shares in Q1 2026, an estimated $89.6M.
JPMorgan Chase made up 0.78% of Quantinno Capital Management's portfolio in Q1 2026, its #12 holding.
Quantinno Capital Management first reported a position in JPMorgan Chase in Q4 2018 and has held it in 19 quarters since.
5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Quantinno Capital Management's 13F filing for Q1 2026, filed 15 May 2026.