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SKBA Capital Management’s JPMorgan Chase JPM Stock Holding History

SKBA Capital Management’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 		$1.15M Hold
3,907
– – 0.16% 56
2025
Q4 		$1.26M Sell
3,907
-480
-11% -$149K 0.18% 59
2025
Q3 		$1.38M Hold
4,387
– – 0.19% 59
2025
Q2 		$1.27M Sell
4,387
-270
-6% -$68.9K 0.18% 57
2025
Q1 		$1.14M Hold
4,657
– – 0.17% 60
2024
Q4 		$1.12M Sell
4,657
-610
-12% -$142K 0.18% 59
2024
Q3 		$1.11M Sell
5,267
-75
-1% -$15.8K 0.16% 58
2024
Q2 		$1.08M Sell
5,342
-270
-5% -$52.8K 0.17% 56
2024
Q1 		$1.12M Hold
5,612
– – 0.18% 55
2023
Q4 		$955K Sell
5,612
-120
-2% -$18.2K 0.16% 54
2023
Q3 		$831K Sell
5,732
-200
-3% -$30K 0.15% 56
2023
Q2 		$863K Hold
5,932
– – 0.16% 56
2023
Q1 		$773K Hold
5,932
– – 0.14% 56
2022
Q4 		$795K Buy
5,932
+300
+5% +$38K 0.15% 55
2022
Q3 		$589K Sell
5,632
-250
-4% -$28.7K 0.12% 53
2022
Q2 		$662K Sell
5,882
-100
-2% -$12.4K 0.13% 54
2022
Q1 		$815K Sell
5,982
-200
-3% -$29.5K 0.15% 53
2021
Q4 		$979K Sell
6,182
-100
-2% -$16.4K 0.18% 52
2021
Q3 		$1.03M Sell
6,282
-100
-2% -$15.7K 0.21% 53
2021
Q2 		$993K Buy
6,382
+220
+4% +$34.6K 0.19% 53
2021
Q1 		$938K Sell
6,162
-420
-6% -$60.4K 0.15% 54
2020
Q4 		$836K Hold
6,582
– – 0.14% 55
2020
Q3 		$634K Sell
6,582
-100
-1% -$9.82K 0.13% 58
2020
Q2 		$629K Sell
6,682
-100
-1% -$9.49K 0.12% 55
2020
Q1 		$611K Hold
6,782
– – 0.14% 54
2019
Q4 		$945K Sell
6,782
-600
-8% -$77K 0.15% 51
2019
Q3 		$869K Hold
7,382
– – 0.14% 54
2019
Q2 		$825K Hold
7,382
– – 0.13% 55
2019
Q1 		$747K Sell
7,382
-1,100
-13% -$113K 0.12% 51
2018
Q4 		$828K Sell
8,482
-137,050
-94% -$14.6M 0.13% 54
2018
Q3 		$16.4M Sell
145,532
-500
-0.3% -$56.8K 2.13% 17
2018
Q2 		$15.2M Sell
146,032
-1,100
-0.7% -$121K 2.05% 17
2018
Q1 		$16.2M Sell
147,132
-3,300
-2% -$374K 2.19% 16
2017
Q4 		$16.1M Sell
150,432
-1,800
-1% -$182K 2.24% 14
2017
Q3 		$14.5M Sell
152,232
-1,200
-0.8% -$111K 2.09% 19
2017
Q2 		$14M Sell
153,432
-21,100
-12% -$1.82M 2.12% 19
2017
Q1 		$15.3M Sell
174,532
-36,750
-17% -$3.24M 2.04% 20
2016
Q4 		$18.2M Sell
211,282
-30,750
-13% -$2.34M 2.15% 20
2016
Q3 		$16.1M Buy
242,032
+23,800
+11% +$1.55M 1.8% 26
2016
Q2 		$13.6M Sell
218,232
-400
-0.2% -$25K 1.32% 39
2016
Q1 		$12.9M Sell
218,632
-3,400
-2% -$199K 1.3% 40
2015
Q4 		$14.7M Buy
222,032
+400
+0.2% +$26K 1.49% 35
2015
Q3 		$13.5M Buy
221,632
+50,600
+30% +$3.31M 1.16% 36
2015
Q2 		$11.6M Sell
171,032
-3,200
-2% -$209K 0.91% 45
2015
Q1 		$10.6M Sell
174,232
-155,800
-47% -$9.23M 0.82% 44
2014
Q4 		$20.7M Sell
330,032
-4,800
-1% -$289K 1.59% 29
2014
Q3 		$20.2M Sell
334,832
-16,200
-5% -$947K 1.67% 30
2014
Q2 		$20.2M Sell
351,032
-47,600
-12% -$2.68M 1.79% 27
2014
Q1 		$24.2M Buy
398,632
+82,400
+26% +$4.76M 2.25% 20
2013
Q4 		$18.5M Sell
316,232
-4,200
-1% -$230K 2.16% 18
2013
Q3 		$16.6M Sell
320,432
-6,000
-2% -$322K 2.01% 16
2013
Q2 		$17.2M Buy
+326,432
New +$16.6M 2.03% 17

Other funds holding JPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

SKBA Capital Management's JPM Position: Q1 2026 in Review

SKBA Capital Management held its JPMorgan Chase (JPM) position steady in Q1 2026 at 3,907 shares worth $1.15M. The position accounts for 0.16% of the portfolio, ranked #56.

SKBA Capital Management first reported a position in JPM in Q2 2013 and has held it in 52 quarters since. The position peaked at $24.2M in Q1 2014. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • SKBA Capital Management held 3,907 shares of JPMorgan Chase worth $1.15M as of Q1 2026.
  • SKBA Capital Management left its JPMorgan Chase share count unchanged in Q1 2026.
  • JPMorgan Chase made up 0.16% of SKBA Capital Management's portfolio in Q1 2026, its #56 holding.
  • SKBA Capital Management first reported a position in JPMorgan Chase in Q2 2013 and has held it in 52 quarters since.
  • SKBA Capital Management's JPMorgan Chase position peaked at $24.2M in Q1 2014.
  • 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on SKBA Capital Management's 13F filing for Q1 2026, filed 13 May 2026.