Select Asset Management & Trust’s JPMorgan Chase JPM Stock Holding History

Select Asset Management & Trust’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	$4.17M	Buy	14,192 +993	+8%	+$301K	1.3%	14
2025 Q4	$4.25M	Sell	13,199 -63	-0.5%	-$19.5K	1.32%	15
2025 Q3	$4.18M	Hold	13,262	–	–	1.29%	15
2025 Q2	$3.85M	Buy	13,262 +2,623	+25%	+$669K	1.32%	16
2025 Q1	$2.61M	Sell	10,639 -41	-0.4%	-$10.5K	1.05%	17
2024 Q4	$2.56M	Hold	10,680	–	–	0.99%	17
2024 Q3	$2.25M	Buy	10,680 +1,825	+21%	+$384K	0.83%	16
2024 Q2	$1.79M	Sell	8,855 -72	-0.8%	-$14.1K	0.71%	19
2024 Q1	$1.79M	Sell	8,927 -1,563	-15%	-$282K	0.74%	20
2023 Q4	$1.78M	Hold	10,490	–	–	0.88%	18
2023 Q3	$1.52M	Hold	10,490	–	–	0.88%	19
2023 Q2	$1.53M	Buy	10,490 +2,129	+25%	+$293K	0.93%	19
2023 Q1	$1.09M	Buy	8,361 +1	+0%	+$137	0.96%	21
2022 Q4	$1.12M	Sell	8,360 -124	-1%	-$15.7K	1.35%	18
2022 Q3	$887K	Sell	8,484 -349	-4%	-$40.1K	1.06%	20
2022 Q2	$995K	Sell	8,833 -30	-0.3%	-$3.72K	1.07%	23
2022 Q1	$1.21M	Sell	8,863 -12,020	-58%	-$1.77M	1.03%	20
2021 Q4	$3.31M	Sell	20,883 -3,577	-15%	-$587K	2.19%	15
2021 Q3	$4M	Buy	24,460 +855	+4%	+$134K	2.89%	12
2021 Q2	$3.67M	Sell	23,605 -14,960	-39%	-$2.35M	2.08%	15
2021 Q1	$5.87M	Buy	38,565 +5,770	+18%	+$830K	3.9%	9
2020 Q4	$4.17M	Buy	+32,795	New	+$3.67M	3.33%	9
2016 Q2	$202K	Buy	+3,258	New	+$203K	0.52%	35
2015 Q3	–	Sell	-75,508	Closed	-$5.12M	–	37
2015 Q2	$5.12M	Buy	75,508 +18,002	+31%	+$1.18M	4.46%	3
2015 Q1	$3.48M	Buy	57,506 +2	+0%	+$118	2.7%	11
2014 Q4	$3.6M	Buy	57,504 +15,000	+35%	+$903K	2.58%	13
2014 Q3	$2.56M	Sell	42,504 -22,500	-35%	-$1.32M	1.72%	17
2014 Q2	$3.75M	Buy	65,004 +15,000	+30%	+$843K	3.53%	13
2014 Q1	$3.04M	Buy	50,004 +30,004	+150%	+$1.73M	2.84%	13
2013 Q4	$1.17M	Buy	+20,000	New	+$1.1M	1.05%	24

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

Select Asset Management & Trust's JPM Position: Q1 2026 in Review

Select Asset Management & Trust increased its JPMorgan Chase (JPM) stake by 7.5% in Q1 2026, buying an estimated $301K and bringing the position to 14,192 shares worth $4.17M. The position accounts for 1.3% of the portfolio, ranked #14.

Select Asset Management & Trust first reported a position in JPM in Q4 2013 and has held it in 30 quarters since. The position peaked at $5.87M in Q1 2021. 5,057 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Select Asset Management & Trust held 14,192 shares of JPMorgan Chase worth $4.17M as of Q1 2026.
Select Asset Management & Trust bought 993 JPMorgan Chase shares in Q1 2026, an estimated $301K.
JPMorgan Chase made up 1.3% of Select Asset Management & Trust's portfolio in Q1 2026, its #14 holding.
Select Asset Management & Trust first reported a position in JPMorgan Chase in Q4 2013 and has held it in 30 quarters since.
Select Asset Management & Trust's JPMorgan Chase position peaked at $5.87M in Q1 2021.
5,057 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Select Asset Management & Trust's 13F filing for Q1 2026, filed 15 May 2026.