Roundview Capital’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $18.1M | Sell |
61,668
-371
| -0.6% | -$113K | 1.13% | 17 |
|
|
2025
Q4 | $20M | Sell |
62,039
-406
| -0.7% | -$126K | 1.23% | 16 |
|
|
2025
Q3 | $19.7M | Sell |
62,445
-51
| -0.1% | -$15.2K | 1.25% | 16 |
|
|
2025
Q2 | $18.1M | Buy |
62,496
+20
| +0% | +$5.1K | 1.21% | 16 |
|
|
2025
Q1 | $15.3M | Buy |
62,476
+66
| +0.1% | +$16.8K | 1.11% | 21 |
|
|
2024
Q4 | $15M | Buy |
62,410
+1,239
| +2% | +$289K | 1.04% | 18 |
|
|
2024
Q3 | $12.9M | Buy |
61,171
+1,757
| +3% | +$370K | 0.93% | 22 |
|
|
2024
Q2 | $12M | Sell |
59,414
-138
| -0.2% | -$27K | 0.95% | 21 |
|
|
2024
Q1 | $11.9M | Buy |
59,552
+4,546
| +8% | +$820K | 0.98% | 19 |
|
|
2023
Q4 | $9.36M | Buy |
55,006
+4,116
| +8% | +$624K | 0.86% | 24 |
|
|
2023
Q3 | $7.38M | Sell |
50,890
-463
| -0.9% | -$69.4K | 0.74% | 31 |
|
|
2023
Q2 | $7.47M | Buy |
51,353
+1,629
| +3% | +$224K | 0.73% | 31 |
|
|
2023
Q1 | $6.48M | Buy |
49,724
+1,142
| +2% | +$156K | 0.68% | 39 |
|
|
2022
Q4 | $6.51M | Sell |
48,582
-1,950
| -4% | -$247K | 0.74% | 35 |
|
|
2022
Q3 | $5.28M | Buy |
50,532
+341
| +0.7% | +$39.1K | 0.67% | 36 |
|
|
2022
Q2 | $5.65M | Sell |
50,191
-608
| -1% | -$75.3K | 0.68% | 35 |
|
|
2022
Q1 | $6.92M | Buy |
50,799
+150
| +0.3% | +$22.1K | 0.71% | 31 |
|
|
2021
Q4 | $8.02M | Buy |
50,649
+1,114
| +2% | +$183K | 0.8% | 26 |
|
|
2021
Q3 | $8.11M | Buy |
49,535
+228
| +0.5% | +$35.7K | 0.89% | 23 |
|
|
2021
Q2 | $7.67M | Buy |
49,307
+1,101
| +2% | +$173K | 0.86% | 24 |
|
|
2021
Q1 | $7.34M | Buy |
48,206
+636
| +1% | +$91.5K | 0.92% | 23 |
|
|
2020
Q4 | $6.04M | Buy |
47,570
+1,208
| +3% | +$135K | 0.83% | 27 |
|
|
2020
Q3 | $4.46M | Sell |
46,362
-688
| -1% | -$67.6K | 0.7% | 35 |
|
|
2020
Q2 | $4.43M | Sell |
47,050
-4,854
| -9% | -$461K | 0.75% | 32 |
|
|
2020
Q1 | $4.67M | Buy |
51,904
+2,131
| +4% | +$259K | 0.99% | 24 |
|
|
2019
Q4 | $6.94M | Buy |
49,773
+2,696
| +6% | +$346K | 1.32% | 14 |
|
|
2019
Q3 | $5.54M | Buy |
47,077
+576
| +1% | +$65.2K | 1.2% | 16 |
|
|
2019
Q2 | $5.2M | Buy |
46,501
+2,629
| +6% | +$290K | 1.17% | 16 |
|
|
2019
Q1 | $4.44M | Buy |
43,872
+152
| +0.3% | +$15.7K | 1.06% | 18 |
|
|
2018
Q4 | $4.27M | Sell |
43,720
-980
| -2% | -$104K | 1.2% | 16 |
|
|
2018
Q3 | $5.04M | Buy |
44,700
+849
| +2% | +$96.4K | 1.24% | 15 |
|
|
2018
Q2 | $4.57M | Buy |
43,851
+8,126
| +23% | +$891K | 1.2% | 18 |
|
|
2018
Q1 | $3.93M | Sell |
35,725
-3,624
| -9% | -$410K | 1.11% | 21 |
|
|
2017
Q4 | $4.21M | Buy |
39,349
+3,229
| +9% | +$327K | 1.09% | 19 |
|
|
2017
Q3 | $3.45M | Sell |
36,120
-22,854
| -39% | -$2.11M | 0.99% | 23 |
|
|
2017
Q2 | $5.39M | Buy |
58,974
+2,874
| +5% | +$248K | 1.57% | 11 |
|
|
2017
Q1 | $4.93M | Buy |
56,100
+4,908
| +10% | +$433K | 1.53% | 11 |
|
|
2016
Q4 | $4.42M | Hold |
51,192
| – | – | 1.42% | 12 |
|
|
2016
Q3 | $3.41M | Sell |
51,192
-40
| -0.1% | -$2.61K | 1.2% | 16 |
|
|
2016
Q2 | $3.18M | Buy |
51,232
+50
| +0.1% | +$3.12K | 1.17% | 16 |
|
|
2016
Q1 | $3.03M | Buy |
51,182
+5,250
| +11% | +$307K | 1.13% | 20 |
|
|
2015
Q4 | $3.03M | Buy |
45,932
+170
| +0.4% | +$11.1K | 1.2% | 16 |
|
|
2015
Q3 | $2.79M | Buy |
45,762
+14,035
| +44% | +$919K | 1.2% | 18 |
|
|
2015
Q2 | $2.15M | Buy |
31,727
+295
| +0.9% | +$19.3K | 0.81% | 37 |
|
|
2015
Q1 | $1.9M | Sell |
31,432
-1,765
| -5% | -$105K | 0.75% | 38 |
|
|
2014
Q4 | $2.08M | Buy |
33,197
+1,140
| +4% | +$68.6K | 0.85% | 30 |
|
|
2014
Q3 | $1.93M | Hold |
32,057
| – | – | 0.87% | 34 |
|
|
2014
Q2 | $1.85M | Buy |
32,057
+3,690
| +13% | +$207K | 0.75% | 35 |
|
|
2014
Q1 | $1.72M | Hold |
28,367
| – | – | 0.84% | 34 |
|
|
2013
Q4 | $1.66M | Sell |
28,367
-372
| -1% | -$20.4K | 0.76% | 44 |
|
|
2013
Q3 | $1.49M | Buy |
28,739
+1,305
| +5% | +$70K | 0.77% | 46 |
|
|
2013
Q2 | $1.45M | Buy |
+27,434
| New | +$1.39M | 0.91% | 36 |
|
Other funds holding JPM
VCM
VPM
Roundview Capital's JPM Position: Q1 2026 in Review
Roundview Capital reduced its JPMorgan Chase (JPM) stake by 0.6% in Q1 2026, selling an estimated $113K and leaving 61,668 shares worth $18.1M. The position accounts for 1.13% of the portfolio, ranked #17.
Roundview Capital first reported a position in JPM in Q2 2013 and has held it in 52 quarters since. The position peaked at $20M in Q4 2025. 5,053 funds tracked by Wall St. Rank hold JPM as of Q1 2026.
- Roundview Capital held 61,668 shares of JPMorgan Chase worth $18.1M as of Q1 2026.
- Roundview Capital sold 371 JPMorgan Chase shares in Q1 2026, an estimated $113K.
- JPMorgan Chase made up 1.13% of Roundview Capital's portfolio in Q1 2026, its #17 holding.
- Roundview Capital first reported a position in JPMorgan Chase in Q2 2013 and has held it in 52 quarters since.
- Roundview Capital's JPMorgan Chase position peaked at $20M in Q4 2025.
- 5,053 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.
Based on Roundview Capital's 13F filing for Q1 2026, filed 8 May 2026.