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Salomon & Ludwin’s JPMorgan Chase JPM Stock Holding History

Salomon & Ludwin’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 		$1.43M Sell
4,844
-447
-8% -$136K 0.13% 79
2025
Q4 		$1.77M Buy
5,291
+2
+0% +$619 0.16% 72
2025
Q3 		$1.64M Buy
5,289
+384
+8% +$114K 0.15% 73
2025
Q2 		$1.43M Sell
4,905
-106
-2% -$27.1K 0.14% 74
2025
Q1 		$1.23M Buy
5,011
+2,140
+75% +$546K 0.13% 74
2024
Q4 		$688K Sell
2,871
-677
-19% -$158K 0.07% 87
2024
Q3 		$748K Sell
3,548
-108
-3% -$22.7K 0.08% 92
2024
Q2 		$739K Sell
3,656
-2,519
-41% -$492K 0.08% 92
2024
Q1 		$1.24M Buy
6,175
+163
+3% +$29.4K 0.11% 82
2023
Q4 		$872K Hold
6,012
– – 0.09% 85
2023
Q3 		$872K Buy
6,012
+129
+2% +$19.3K 0.09% 85
2023
Q2 		$856K Sell
5,883
-8
-0.1% -$1.1K 0.09% 83
2023
Q1 		$768K Sell
5,891
-21
-0.4% -$2.88K 0.09% 85
2022
Q4 		$793K Buy
5,912
+967
+20% +$123K 0.1% 83
2022
Q3 		$517K Buy
4,945
+2,049
+71% +$235K 0.08% 87
2022
Q2 		$326K Buy
2,896
+594
+26% +$73.6K 0.05% 100
2022
Q1 		$314K Buy
2,302
+44
+2% +$6.5K 0.05% 94
2021
Q4 		$358K Buy
2,258
+310
+16% +$50.9K 0.05% 74
2021
Q3 		$319K Buy
+1,948
New +$305K 0.05% 70
2020
Q2 		– Sell
-424
Closed -$38K – 147
2020
Q1 		$38K Hold
424
– – 0.01% 103
2019
Q4 		$59K Sell
424
-14
-3% -$1.8K 0.01% 103
2019
Q3 		$52K Hold
438
– – 0.01% 92
2019
Q2 		$49K Sell
438
-57
-12% -$6.29K 0.01% 94
2019
Q1 		$50K Buy
495
+57
+13% +$5.87K 0.01% 89
2018
Q4 		$43K Buy
+438
New +$46.7K 0.01% 91

Other funds holding JPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Salomon & Ludwin's JPM Position: Q1 2026 in Review

Salomon & Ludwin reduced its JPMorgan Chase (JPM) stake by 8.4% in Q1 2026, selling an estimated $136K and leaving 4,844 shares worth $1.43M. The position accounts for 0.13% of the portfolio, ranked #79.

Salomon & Ludwin first reported a position in JPM in Q4 2018 and has held it in 25 quarters since. The position peaked at $1.77M in Q4 2025. 5,060 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Salomon & Ludwin held 4,844 shares of JPMorgan Chase worth $1.43M as of Q1 2026.
  • Salomon & Ludwin sold 447 JPMorgan Chase shares in Q1 2026, an estimated $136K.
  • JPMorgan Chase made up 0.13% of Salomon & Ludwin's portfolio in Q1 2026, its #79 holding.
  • Salomon & Ludwin first reported a position in JPMorgan Chase in Q4 2018 and has held it in 25 quarters since.
  • Salomon & Ludwin's JPMorgan Chase position peaked at $1.77M in Q4 2025.
  • 5,060 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Salomon & Ludwin's 13F filing for Q1 2026, filed 11 May 2026.