Seizert Capital Partners’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 | $66.2M | Sell |
224,903
-8,991
| -4% | -$2.73M | 3.04% | 2 |
|
|
2025
Q4 | $75.4M | Sell |
233,894
-5,725
| -2% | -$1.77M | 3.18% | 4 |
|
|
2025
Q3 | $75.6M | Sell |
239,619
-39,470
| -14% | -$11.7M | 3.27% | 4 |
|
|
2025
Q2 | $80.9M | Buy |
279,089
+985
| +0.4% | +$251K | 3.56% | 1 |
|
|
2025
Q1 | $68.2M | Sell |
278,104
-6,810
| -2% | -$1.74M | 3.13% | 4 |
|
|
2024
Q4 | $68.3M | Buy |
284,914
+12,919
| +5% | +$3.01M | 3.08% | 4 |
|
|
2024
Q3 | $57.4M | Sell |
271,995
-65,487
| -19% | -$13.8M | 2.59% | 5 |
|
|
2024
Q2 | $68.3M | Sell |
337,482
-30,740
| -8% | -$6.01M | 3.39% | 1 |
|
|
2024
Q1 | $73.8M | Buy |
368,222
+3,756
| +1% | +$678K | 3.4% | 3 |
|
|
2023
Q4 | $62M | Sell |
364,466
-14,935
| -4% | -$2.26M | 3.14% | 2 |
|
|
2023
Q3 | $55M | Buy |
379,401
+5,828
| +2% | +$874K | 2.92% | 5 |
|
|
2023
Q2 | $54.3M | Sell |
373,573
-5,260
| -1% | -$723K | 2.91% | 6 |
|
|
2023
Q1 | $49.4M | Sell |
378,833
-25,149
| -6% | -$3.45M | 2.72% | 6 |
|
|
2022
Q4 | $54.2M | Sell |
403,982
-7,741
| -2% | -$981K | 2.88% | 4 |
|
|
2022
Q3 | $43M | Buy |
411,723
+795
| +0.2% | +$91.2K | 2.43% | 6 |
|
|
2022
Q2 | $46.3M | Buy |
410,928
+11,276
| +3% | +$1.4M | 2.45% | 8 |
|
|
2022
Q1 | $54.5M | Sell |
399,652
-6,663
| -2% | -$984K | 2.5% | 6 |
|
|
2021
Q4 | $64.3M | Sell |
406,315
-33,267
| -8% | -$5.46M | 2.88% | 2 |
|
|
2021
Q3 | $72M | Buy |
439,582
+9,255
| +2% | +$1.45M | 3.3% | 2 |
|
|
2021
Q2 | $66.9M | Buy |
430,327
+11,698
| +3% | +$1.84M | 3.19% | 2 |
|
|
2021
Q1 | $63.7M | Sell |
418,629
-12,990
| -3% | -$1.87M | 3.33% | 2 |
|
|
2020
Q4 | $54.8M | Sell |
431,619
-50,734
| -11% | -$5.67M | 3.2% | 4 |
|
|
2020
Q3 | $46.4M | Buy |
482,353
+13,974
| +3% | +$1.37M | 3.05% | 4 |
|
|
2020
Q2 | $44.1M | Buy |
468,379
+106,211
| +29% | +$10.1M | 2.99% | 6 |
|
|
2020
Q1 | $32.6M | Sell |
362,168
-44,080
| -11% | -$5.36M | 2.4% | 13 |
|
|
2019
Q4 | $56.6M | Sell |
406,248
-18,768
| -4% | -$2.41M | 2.82% | 7 |
|
|
2019
Q3 | $50M | Sell |
425,016
-13,113
| -3% | -$1.48M | 2.52% | 9 |
|
|
2019
Q2 | $49M | Sell |
438,129
-33,412
| -7% | -$3.68M | 2.41% | 9 |
|
|
2019
Q1 | $47.7M | Buy |
471,541
+10,008
| +2% | +$1.03M | 2.14% | 15 |
|
|
2018
Q4 | $45.1M | Buy |
461,533
+5,110
| +1% | +$544K | 2.03% | 12 |
|
|
2018
Q3 | $51.5M | Sell |
456,423
-30,264
| -6% | -$3.44M | 1.9% | 15 |
|
|
2018
Q2 | $53.5M | Hold |
486,687
| – | – | 1.95% | 15 |
|
|
2018
Q1 | $53.5M | Sell |
486,687
-24,671
| -5% | -$2.79M | 1.95% | 15 |
|
|
2017
Q4 | $54.7M | Sell |
511,358
-13,743
| -3% | -$1.39M | 1.97% | 17 |
|
|
2017
Q3 | $50.2M | Sell |
525,101
-42,280
| -7% | -$3.9M | 1.84% | 15 |
|
|
2017
Q2 | $51.9M | Sell |
567,381
-8,283
| -1% | -$715K | 1.88% | 15 |
|
|
2017
Q1 | $50.6M | Sell |
575,664
-31,572
| -5% | -$2.79M | 1.8% | 17 |
|
|
2016
Q4 | $52.4M | Sell |
607,236
-36,966
| -6% | -$2.82M | 1.86% | 14 |
|
|
2016
Q3 | $42.9M | Sell |
644,202
-69,848
| -10% | -$4.55M | 1.59% | 23 |
|
|
2016
Q2 | $44.4M | Sell |
714,050
-86,767
| -11% | -$5.42M | 1.68% | 19 |
|
|
2016
Q1 | $47.4M | Sell |
800,817
-60,841
| -7% | -$3.55M | 1.62% | 28 |
|
|
2015
Q4 | $56.9M | Sell |
861,658
-31,034
| -3% | -$2.02M | 1.77% | 16 |
|
|
2015
Q3 | $54.4M | Sell |
892,692
-73,884
| -8% | -$4.84M | 1.65% | 22 |
|
|
2015
Q2 | $65.5M | Sell |
966,576
-34,580
| -3% | -$2.26M | 1.67% | 17 |
|
|
2015
Q1 | $60.6M | Sell |
1,001,156
-377,897
| -27% | -$22.4M | 1.53% | 19 |
|
|
2014
Q4 | $86.3M | Sell |
1,379,053
-56,162
| -4% | -$3.38M | 1.82% | 10 |
|
|
2014
Q3 | $86.5M | Buy |
1,435,215
+359
| +0% | +$21K | 1.73% | 14 |
|
|
2014
Q2 | $82.7M | Buy |
1,434,856
+246,659
| +21% | +$13.9M | 1.65% | 17 |
|
|
2014
Q1 | $72.1M | Sell |
1,188,197
-110,939
| -9% | -$6.41M | 1.69% | 18 |
|
|
2013
Q4 | $76M | Buy |
1,299,136
+39,541
| +3% | +$2.17M | 1.8% | 13 |
|
|
2013
Q3 | $65.1M | Sell |
1,259,595
-156,795
| -11% | -$8.41M | 1.77% | 15 |
|
|
2013
Q2 | $74.8M | Buy |
+1,416,390
| New | +$72M | 2.03% | 12 |
|
Other funds holding JPM
VCM
VPM
Seizert Capital Partners's JPM Position: Q1 2026 in Review
Seizert Capital Partners reduced its JPMorgan Chase (JPM) stake by 3.8% in Q1 2026, selling an estimated $2.73M and leaving 224,903 shares worth $66.2M. The position accounts for 3.04% of the portfolio, ranked #2.
Seizert Capital Partners first reported a position in JPM in Q2 2013 and has held it in 52 quarters since. The position peaked at $86.5M in Q3 2014. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.
- Seizert Capital Partners held 224,903 shares of JPMorgan Chase worth $66.2M as of Q1 2026.
- Seizert Capital Partners sold 8,991 JPMorgan Chase shares in Q1 2026, an estimated $2.73M.
- JPMorgan Chase made up 3.04% of Seizert Capital Partners's portfolio in Q1 2026, its #2 holding.
- Seizert Capital Partners first reported a position in JPMorgan Chase in Q2 2013 and has held it in 52 quarters since.
- Seizert Capital Partners's JPMorgan Chase position peaked at $86.5M in Q3 2014.
- 5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.
Based on Seizert Capital Partners's 13F filing for Q1 2026, filed 7 May 2026.