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Socorro Asset Management’s JPMorgan Chase JPM Stock Holding History

Socorro Asset 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 		$7.59M Sell
25,812
-2,792
-10% -$847K 3.43% 11
2025
Q4 		$9.22M Buy
28,604
+335
+1% +$104K 3.57% 10
2025
Q3 		$8.92M Sell
28,269
-13,840
-33% -$4.12M 3.21% 15
2025
Q2 		$12.2M Buy
42,109
+1,850
+5% +$472K 4.08% 4
2025
Q1 		$9.88M Buy
40,259
+2,744
+7% +$700K 3.41% 12
2024
Q4 		$8.99M Hold
37,515
– – 3.52% 11
2024
Q3 		$7.91M Sell
37,515
-9,790
-21% -$2.06M 3% 23
2024
Q2 		$9.57M Hold
47,305
– – 3.73% 6
2024
Q1 		$9.48M Sell
47,305
-9,016
-16% -$1.63M 3.62% 8
2023
Q4 		$9.58M Sell
56,321
-3,198
-5% -$485K 4.23% 4
2023
Q3 		$8.63M Sell
59,519
-19,356
-25% -$2.9M 4.03% 3
2023
Q2 		$11.5M Hold
78,875
– – 4.85% 1
2023
Q1 		$10.3M Sell
78,875
-5,802
-7% -$795K 4.54% 1
2022
Q4 		$11.4M Sell
84,677
-9,580
-10% -$1.21M 4.93% 1
2022
Q3 		$9.85M Sell
94,257
-12,814
-12% -$1.47M 4.59% 2
2022
Q2 		$12.1M Sell
107,071
-13,549
-11% -$1.68M 4.28% 1
2022
Q1 		$16.4M Buy
120,620
+19,017
+19% +$2.81M 4.57% 1
2021
Q4 		$16.1M Hold
101,603
– – 4.59% 1
2021
Q3 		$16.6M Buy
101,603
+15,104
+17% +$2.37M 4.69% 1
2021
Q2 		$13.5M Buy
86,499
+22,065
+34% +$3.47M 4.38% 2
2021
Q1 		$9.81M Sell
64,434
-6,697
-9% -$963K 4.34% 1
2020
Q4 		$9.04M Buy
+71,131
New +$7.95M 4.69% 1

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

Socorro Asset Management's JPM Position: Q1 2026 in Review

Socorro Asset Management reduced its JPMorgan Chase (JPM) stake by 9.8% in Q1 2026, selling an estimated $847K and leaving 25,812 shares worth $7.59M. The position accounts for 3.43% of the portfolio, ranked #11.

Socorro Asset Management first reported a position in JPM in Q4 2020 and has held it in 22 quarters since. The position peaked at $16.6M in Q3 2021. 5,057 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Socorro Asset Management held 25,812 shares of JPMorgan Chase worth $7.59M as of Q1 2026.
  • Socorro Asset Management sold 2,792 JPMorgan Chase shares in Q1 2026, an estimated $847K.
  • JPMorgan Chase made up 3.43% of Socorro Asset Management's portfolio in Q1 2026, its #11 holding.
  • Socorro Asset Management first reported a position in JPMorgan Chase in Q4 2020 and has held it in 22 quarters since.
  • Socorro Asset Management's JPMorgan Chase position peaked at $16.6M in Q3 2021.
  • 5,057 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

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