Searle & Co’s JPMorgan Chase JPM Stock Holding History

Searle & Co’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	$4.91M	Hold	16,692	–	–	1.23%	23
2025 Q4	$5.38M	Hold	16,692	–	–	1.39%	20
2025 Q3	$5.27M	Buy	16,692 +21	+0.1%	+$6.25K	1.39%	20
2025 Q2	$4.83M	Sell	16,671 -17	-0.1%	-$4.34K	1.37%	20
2025 Q1	$4.09M	Hold	16,688	–	–	1.17%	27
2024 Q4	$4M	Sell	16,688 -287,554	-95%	-$67M	1.15%	26
2024 Q3	$64.2M	Buy	304,242 +23,300	+8%	+$4.91M	16%	1
2024 Q2	$56.8M	Buy	280,942 +18,975	+7%	+$3.71M	13.32%	1
2024 Q1	$52.5M	Sell	261,967 -13	-0%	-$2.35K	13.38%	1
2023 Q4	$44.6M	Buy	261,980 +846	+0.3%	+$128K	12.19%	1
2023 Q3	$37.9M	Hold	261,134	–	–	12.89%	1
2023 Q2	$41.2M	Buy	261,134 +17	+0%	+$2.34K	12.78%	1
2023 Q1	$36.1M	Hold	261,117	–	–	11.81%	1
2022 Q4	$35M	Hold	261,117	–	–	11.94%	1
2022 Q3	$27.3M	Buy	261,117 +252,806	+3,042%	+$29M	10.49%	1
2022 Q2	$936K	Hold	8,311	–	–	0.37%	70
2022 Q1	$1.13M	Buy	8,311 +500	+6%	+$73.8K	0.42%	65
2021 Q4	$1.24M	Sell	7,811 -544	-7%	-$89.3K	0.45%	64
2021 Q3	$1.37M	Hold	8,355	–	–	0.56%	58
2021 Q2	$1.3M	Hold	8,355	–	–	0.53%	59
2021 Q1	$1.27M	Hold	8,355	–	–	0.57%	57
2020 Q4	$1.06M	Sell	8,355 -500	-6%	-$55.9K	0.51%	56
2020 Q3	$852K	Sell	8,855 -55	-0.6%	-$5.4K	0.46%	60
2020 Q2	$838K	Buy	8,910 +102	+1%	+$9.68K	0.49%	60
2020 Q1	$793K	Hold	8,808	–	–	0.56%	53
2019 Q4	$1.23M	Hold	8,808	–	–	0.68%	51
2019 Q3	$1.04M	Hold	8,808	–	–	0.61%	53
2019 Q2	$985K	Hold	8,808	–	–	0.6%	53
2019 Q1	$892K	Buy	8,808 +87	+1%	+$8.96K	0.56%	55
2018 Q4	$851K	Hold	8,721	–	–	0.6%	53
2018 Q3	$984K	Hold	8,721	–	–	0.58%	53
2018 Q2	$909K	Hold	8,721	–	–	0.58%	53
2018 Q1	$959K	Hold	8,721	–	–	0.62%	53
2017 Q4	$933K	Hold	8,721	–	–	0.59%	56
2017 Q3	$833K	Buy	8,721 +55	+0.6%	+$5.07K	0.55%	59
2017 Q2	$792K	Buy	8,666 +271	+3%	+$23.4K	0.54%	58
2017 Q1	$737K	Buy	8,395 +1,026	+14%	+$90.5K	0.52%	59
2016 Q4	$636K	Hold	7,369	–	–	0.53%	61
2016 Q3	$491K	Buy	+7,369	New	+$480K	0.43%	72
2016 Q2	–	Sell	-7,369	Closed	-$441K	–	64
2016 Q1	$441K	Buy	7,369 +970	+15%	+$56.6K	0.41%	70
2015 Q4	$407K	Sell	6,399 -569	-8%	-$37.1K	0.39%	72
2015 Q3	$425K	Buy	6,968 +1,026	+17%	+$67.2K	0.44%	68
2015 Q2	$402K	Hold	5,942	–	–	0.34%	81
2015 Q1	$359K	Hold	5,942	–	–	0.31%	82
2014 Q4	$371K	Buy	+5,942	New	+$358K	0.31%	82

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

Searle & Co's JPM Position: Q1 2026 in Review

Searle & Co held its JPMorgan Chase (JPM) position steady in Q1 2026 at 16,692 shares worth $4.91M. The position accounts for 1.23% of the portfolio, ranked #23.

Searle & Co first reported a position in JPM in Q4 2014 and has held it in 45 quarters since. The position peaked at $64.2M in Q3 2024. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Searle & Co held 16,692 shares of JPMorgan Chase worth $4.91M as of Q1 2026.
Searle & Co left its JPMorgan Chase share count unchanged in Q1 2026.
JPMorgan Chase made up 1.23% of Searle & Co's portfolio in Q1 2026, its #23 holding.
Searle & Co first reported a position in JPMorgan Chase in Q4 2014 and has held it in 45 quarters since.
Searle & Co's JPMorgan Chase position peaked at $64.2M in Q3 2024.
5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Searle & Co's 13F filing for Q1 2026, filed 8 May 2026.