Q
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QVR’s JPMorgan Chase JPM Stock Holding History

QVR’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 		– Sell
-5,446
Closed -$1.65M – 190
2025
Q4 		$1.75M Buy
5,446
+1,628
+43% +$504K 0.09% 31
2025
Q3 		$1.2M Buy
3,818
+2,299
+151% +$684K 0.15% 32
2025
Q2 		$440K Buy
+1,519
New +$388K 0.05% 47
2024
Q2 		– Sell
-8,173
Closed -$1.64M – 20
2024
Q1 		$1.64M Buy
+8,173
New +$1.47M 0.28% 6
2023
Q1 		– Sell
-70
Closed -$9.39K – 90
2022
Q4 		$9.39K Sell
70
-15,211
-100% -$1.93M ﹤0.01% 192
2022
Q3 		$1.6M Buy
15,281
+3,300
+28% +$379K 0.13% 129
2022
Q2 		$1.35M Buy
+11,981
New +$1.48M 0.1% 147
2021
Q4 		– Sell
-2,441
Closed -$400K – 160
2021
Q3 		$400K Buy
2,441
+208
+9% +$32.6K 0.03% 255
2021
Q2 		$347K Buy
+2,233
New +$351K 0.04% 210

Other funds holding JPM

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

QVR's JPM Position: Q1 2026 in Review

QVR sold out of JPMorgan Chase (JPM) in Q1 2026, closing a stake of 5,446 shares — an estimated $1.65M sold.

QVR first reported a position in JPM in Q2 2021 and held it in 9 quarters. The position peaked at $1.75M in Q4 2025. 5,059 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • QVR reported no remaining JPMorgan Chase position as of Q1 2026 after selling out during the quarter.
  • QVR sold 5,446 JPMorgan Chase shares in Q1 2026, an estimated $1.65M.
  • QVR first reported a position in JPMorgan Chase in Q2 2021 and held it in 9 quarters.
  • QVR's JPMorgan Chase position peaked at $1.75M in Q4 2025.
  • 5,059 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on QVR's 13F filing for Q1 2026, filed 15 Apr 2026.