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
2025
Q4 		– Sell
-1,200
Closed -$379K – 156
2025
Q3 		$379K Buy
+1,200
New +$357K 0.05% 58
2023
Q1 		– Sell
-6,100
Closed -$818K – 91
2022
Q4 		$818K Sell
6,100
-50,600
-89% -$6.41M 0.09% 24
2022
Q3 		$5.92M Buy
56,700
+5,500
+11% +$631K 0.48% 24
2022
Q2 		$5.76M Sell
51,200
-51,100
-50% -$6.33M 0.42% 23
2022
Q1 		$13.9M Buy
+102,300
New +$15.1M 0.53% 22
2021
Q4 		– Sell
-50,500
Closed -$8.27M – 161
2021
Q3 		$8.27M Buy
50,500
+33,100
+190% +$5.19M 0.54% 20
2021
Q2 		$2.71M Buy
17,400
+12,000
+222% +$1.88M 0.28% 34
2021
Q1 		$822K Buy
5,400
+3,400
+170% +$489K 0.07% 21
2020
Q4 		$255K Buy
+2,000
New +$224K 0.02% 48

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 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. 5,051 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.
  • 5,051 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.