Shepherd Financial 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 | $13.6M | Sell |
46,314
-993
| -2% | -$301K | 1.29% | 21 |
|
|
2025
Q4 | $15.2M | Sell |
47,307
-784
| -2% | -$243K | 1.41% | 20 |
|
|
2025
Q3 | $15.2M | Buy |
48,091
+23
| +0% | +$6.84K | 1.44% | 20 |
|
|
2025
Q2 | $13.9M | Sell |
48,068
-46
| -0.1% | -$11.7K | 1.47% | 19 |
|
|
2025
Q1 | $11.8M | Buy |
48,114
+966
| +2% | +$246K | 1.38% | 19 |
|
|
2024
Q4 | $11.3M | Buy |
47,148
+257
| +0.5% | +$59.9K | 1.35% | 14 |
|
|
2024
Q3 | $9.89M | Buy |
46,891
+673
| +1% | +$142K | 1.19% | 15 |
|
|
2024
Q2 | $9.35M | Buy |
46,218
+320
| +0.7% | +$62.6K | 1.21% | 15 |
|
|
2024
Q1 | $9.19M | Buy |
45,898
+979
| +2% | +$177K | 1.2% | 14 |
|
|
2023
Q4 | $7.64M | Buy |
44,919
+92
| +0.2% | +$13.9K | 1.09% | 16 |
|
|
2023
Q3 | $6.5M | Buy |
44,827
+2,883
| +7% | +$432K | 1.02% | 20 |
|
|
2023
Q2 | $6.1M | Buy |
41,944
+1,065
| +3% | +$146K | 0.95% | 20 |
|
|
2023
Q1 | $5.33M | Buy |
40,879
+548
| +1% | +$75.1K | 0.89% | 19 |
|
|
2022
Q4 | $5.41M | Buy |
40,331
+369
| +0.9% | +$46.8K | 0.98% | 17 |
|
|
2022
Q3 | $4.18M | Buy |
39,962
+825
| +2% | +$94.7K | 0.81% | 23 |
|
|
2022
Q2 | $4.41M | Buy |
39,137
+1,168
| +3% | +$145K | 0.86% | 21 |
|
|
2022
Q1 | $5.17M | Buy |
37,969
+1,115
| +3% | +$165K | 0.92% | 16 |
|
|
2021
Q4 | $5.84M | Buy |
36,854
+960
| +3% | +$158K | 1.01% | 17 |
|
|
2021
Q3 | $5.87M | Buy |
35,894
+270
| +0.8% | +$42.3K | 1.13% | 16 |
|
|
2021
Q2 | $5.54M | Buy |
35,624
+762
| +2% | +$120K | 1.05% | 17 |
|
|
2021
Q1 | $5.31M | Buy |
34,862
+855
| +3% | +$123K | 1.17% | 14 |
|
|
2020
Q4 | $4.32M | Buy |
34,007
+1,092
| +3% | +$122K | 0.99% | 19 |
|
|
2020
Q3 | $3.17M | Buy |
32,915
+466
| +1% | +$45.8K | 0.75% | 20 |
|
|
2020
Q2 | $3.05M | Buy |
32,449
+1,097
| +3% | +$104K | 0.83% | 19 |
|
|
2020
Q1 | $2.82M | Sell |
31,352
-12,133
| -28% | -$1.47M | 0.98% | 16 |
|
|
2019
Q4 | $6.06M | Sell |
43,485
-1,978
| -4% | -$254K | 1.41% | 13 |
|
|
2019
Q3 | $5.35M | Buy |
45,463
+120
| +0.3% | +$13.6K | 1.34% | 14 |
|
|
2019
Q2 | $5.07M | Sell |
45,343
-618
| -1% | -$68.1K | 0.95% | 16 |
|
|
2019
Q1 | $4.65M | Buy |
45,961
+1,272
| +3% | +$131K | 0.9% | 17 |
|
|
2018
Q4 | $4.37M | Buy |
44,689
+2,278
| +5% | +$243K | 0.95% | 19 |
|
|
2018
Q3 | $4.42M | Hold |
42,411
| – | – | 1% | 16 |
|
|
2018
Q2 | $4.46M | Buy |
42,411
+2,752
| +7% | +$302K | 1% | 16 |
|
|
2018
Q1 | $4.36M | Sell |
39,659
-245
| -0.6% | -$27.7K | 1.07% | 11 |
|
|
2017
Q4 | $4.27M | Sell |
39,904
-1,696
| -4% | -$172K | 1% | 16 |
|
|
2017
Q3 | $4.01M | Buy |
41,600
+244
| +0.6% | +$22.5K | 0.93% | 15 |
|
|
2017
Q2 | $3.85M | Sell |
41,356
-3,523
| -8% | -$304K | 0.94% | 18 |
|
|
2017
Q1 | $3.87M | Sell |
44,879
-1,102
| -2% | -$97.2K | 1% | 17 |
|
|
2016
Q4 | $4.01M | Buy |
+45,981
| New | +$3.51M | 1.14% | 14 |
|
Other funds holding JPM
VCM
VPM
Shepherd Financial Partners's JPM Position: Q1 2026 in Review
Shepherd Financial Partners reduced its JPMorgan Chase (JPM) stake by 2.1% in Q1 2026, selling an estimated $301K and leaving 46,314 shares worth $13.6M. The position accounts for 1.29% of the portfolio, ranked #21.
Shepherd Financial Partners first reported a position in JPM in Q4 2016 and has held it in 38 quarters since. The position peaked at $15.2M in Q4 2025. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.
- Shepherd Financial Partners held 46,314 shares of JPMorgan Chase worth $13.6M as of Q1 2026.
- Shepherd Financial Partners sold 993 JPMorgan Chase shares in Q1 2026, an estimated $301K.
- JPMorgan Chase made up 1.29% of Shepherd Financial Partners's portfolio in Q1 2026, its #21 holding.
- Shepherd Financial Partners first reported a position in JPMorgan Chase in Q4 2016 and has held it in 38 quarters since.
- Shepherd Financial Partners's JPMorgan Chase position peaked at $15.2M in Q4 2025.
- 5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.
Based on Shepherd Financial Partners's 13F filing for Q1 2026, filed 11 May 2026.