Shufro Rose & Co’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 | $33.5M | Buy |
113,998
+340
| +0.3% | +$103K | 2.28% | 11 |
|
|
2025
Q4 | $36.6M | Sell |
113,658
-877
| -0.8% | -$272K | 2.48% | 9 |
|
|
2025
Q3 | $28.1M | Sell |
114,535
-3,004
| -3% | -$893K | 2.29% | 11 |
|
|
2025
Q2 | $28.8M | Sell |
117,539
-1,475
| -1% | -$376K | 2.32% | 11 |
|
|
2025
Q1 | $29.2M | Sell |
119,014
-2,855
| -2% | -$728K | 2.31% | 11 |
|
|
2024
Q4 | $29.2M | Sell |
121,869
-2,435
| -2% | -$567K | 2.26% | 13 |
|
|
2024
Q3 | $25.1M | Hold |
124,304
| – | – | 2.04% | 17 |
|
|
2024
Q2 | $25.1M | Sell |
124,304
-469
| -0.4% | -$91.7K | 2.04% | 17 |
|
|
2024
Q1 | $25M | Sell |
124,773
-62,708
| -33% | -$11.3M | 2.06% | 15 |
|
|
2023
Q4 | $27.2M | Sell |
187,481
-1,188
| -0.6% | -$180K | 2.58% | 11 |
|
|
2023
Q3 | $27.4M | Sell |
188,669
-3,413
| -2% | -$512K | 2.58% | 11 |
|
|
2023
Q2 | $27.9M | Sell |
192,082
-2,362
| -1% | -$325K | 2.55% | 11 |
|
|
2023
Q1 | $25.3M | Sell |
194,444
-2,913
| -1% | -$399K | 2.35% | 12 |
|
|
2022
Q4 | $26.5M | Buy |
197,357
+660
| +0.3% | +$83.6K | 2.23% | 9 |
|
|
2022
Q3 | $20.6M | Sell |
196,697
-2,516
| -1% | -$289K | 2.05% | 11 |
|
|
2022
Q2 | $22.4M | Buy |
199,213
+2,526
| +1% | +$313K | 1.94% | 13 |
|
|
2022
Q1 | $26.8M | Sell |
196,687
-3,970
| -2% | -$586K | 2.07% | 14 |
|
|
2021
Q4 | $31.8M | Sell |
200,657
-394
| -0.2% | -$64.7K | 2.3% | 12 |
|
|
2021
Q3 | $32.9M | Buy |
201,051
+3,463
| +2% | +$543K | 2.58% | 10 |
|
|
2021
Q2 | $30.7M | Sell |
197,588
-3,157
| -2% | -$496K | 2.31% | 13 |
|
|
2021
Q1 | $30.6M | Sell |
200,745
-856
| -0.4% | -$123K | 2.42% | 12 |
|
|
2020
Q4 | $25.6M | Sell |
201,601
-2,125
| -1% | -$238K | 2.15% | 14 |
|
|
2020
Q3 | $19.6M | Sell |
203,726
-2,714
| -1% | -$267K | 1.89% | 16 |
|
|
2020
Q2 | $19.4M | Buy |
206,440
+42,285
| +26% | +$4.01M | 1.92% | 18 |
|
|
2020
Q1 | $14.8M | Sell |
164,155
-4,276
| -3% | -$520K | 1.76% | 19 |
|
|
2019
Q4 | $23.5M | Sell |
168,431
-3,384
| -2% | -$434K | 2.12% | 11 |
|
|
2019
Q3 | $20.2M | Sell |
171,815
-141
| -0.1% | -$15.9K | 2% | 12 |
|
|
2019
Q2 | $19.2M | Buy |
171,956
+824
| +0.5% | +$90.9K | 1.87% | 14 |
|
|
2019
Q1 | $17.3M | Sell |
171,132
-36,333
| -18% | -$3.74M | 1.73% | 15 |
|
|
2018
Q4 | $20.3M | Sell |
207,465
-2,572
| -1% | -$274K | 2.24% | 7 |
|
|
2018
Q3 | $23.7M | Sell |
210,037
-3,928
| -2% | -$446K | 2.2% | 7 |
|
|
2018
Q2 | $22.3M | Sell |
213,965
-3,453
| -2% | -$379K | 2.13% | 8 |
|
|
2018
Q1 | $23.9M | Sell |
217,418
-347
| -0.2% | -$39.3K | 2.36% | 8 |
|
|
2017
Q4 | $23.3M | Sell |
217,765
-2,099
| -1% | -$213K | 2.29% | 8 |
|
|
2017
Q3 | $21M | Sell |
219,864
-340
| -0.2% | -$31.4K | 2.11% | 10 |
|
|
2017
Q2 | $20.1M | Sell |
220,204
-1,547
| -0.7% | -$133K | 2.15% | 10 |
|
|
2017
Q1 | $19.5M | Sell |
221,751
-1,480
| -0.7% | -$131K | 2.1% | 10 |
|
|
2016
Q4 | $19.3M | Sell |
223,231
-1,092
| -0.5% | -$83.3K | 2.15% | 9 |
|
|
2016
Q3 | $14.9M | Sell |
224,323
-5,170
| -2% | -$337K | 1.67% | 16 |
|
|
2016
Q2 | $14.3M | Sell |
229,493
-2,656
| -1% | -$166K | 1.58% | 16 |
|
|
2016
Q1 | $13.7M | Sell |
232,149
-134
| -0.1% | -$7.83K | 1.54% | 17 |
|
|
2015
Q4 | $15.3M | Sell |
232,283
-2,040
| -0.9% | -$133K | 1.76% | 12 |
|
|
2015
Q3 | $14.3M | Sell |
234,323
-444
| -0.2% | -$29.1K | 1.72% | 13 |
|
|
2015
Q2 | $15.9M | Sell |
234,767
-2,075
| -0.9% | -$135K | 1.69% | 15 |
|
|
2015
Q1 | $14.3M | Sell |
236,842
-1,950
| -0.8% | -$115K | 1.48% | 20 |
|
|
2014
Q4 | $14.9M | Sell |
238,792
-1,371
| -0.6% | -$82.5K | 1.52% | 17 |
|
|
2014
Q3 | $14.5M | Sell |
240,163
-1,045
| -0.4% | -$61.1K | 1.5% | 16 |
|
|
2014
Q2 | $13.9M | Sell |
241,208
-4,393
| -2% | -$247K | 1.43% | 19 |
|
|
2014
Q1 | $14.9M | Sell |
245,601
-878
| -0.4% | -$50.7K | 1.56% | 16 |
|
|
2013
Q4 | $14.4M | Sell |
246,479
-2,015
| -0.8% | -$110K | 1.52% | 18 |
|
|
2013
Q3 | $12.8M | Sell |
248,494
-891
| -0.4% | -$47.8K | 1.46% | 20 |
|
|
2013
Q2 | $13.2M | Buy |
+249,385
| New | +$12.7M | 1.56% | 17 |
|
Other funds holding JPM
VCM
VPM
Shufro Rose & Co's JPM Position: Q1 2026 in Review
Shufro Rose & Co increased its JPMorgan Chase (JPM) stake by 0.3% in Q1 2026, buying an estimated $103K and bringing the position to 113,998 shares worth $33.5M. The position accounts for 2.28% of the portfolio, ranked #11.
Shufro Rose & Co first reported a position in JPM in Q2 2013 and has held it in 52 quarters since. The position peaked at $36.6M in Q4 2025. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.
- Shufro Rose & Co held 113,998 shares of JPMorgan Chase worth $33.5M as of Q1 2026.
- Shufro Rose & Co bought 340 JPMorgan Chase shares in Q1 2026, an estimated $103K.
- JPMorgan Chase made up 2.28% of Shufro Rose & Co's portfolio in Q1 2026, its #11 holding.
- Shufro Rose & Co first reported a position in JPMorgan Chase in Q2 2013 and has held it in 52 quarters since.
- Shufro Rose & Co's JPMorgan Chase position peaked at $36.6M in Q4 2025.
- 5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.
Based on Shufro Rose & Co's 13F filing for Q1 2026, filed 15 May 2026.