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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
Q2 		$8.16M Sell
24,930
-882
-3% -$274K 3.66% 5
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Socorro Asset Management's JPM Position: Q2 2026 in Review

Socorro Asset Management reduced its JPMorgan Chase (JPM) stake by 3.4% in Q2 2026, selling an estimated $274K and leaving 24,930 shares worth $8.16M. The position accounts for 3.66% of the portfolio, ranked #5.

Socorro Asset Management first reported a position in JPM in Q4 2020 and has held it in 23 quarters since. The position peaked at $16.6M in Q3 2021. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Socorro Asset Management held 24,930 shares of JPMorgan Chase worth $8.16M as of Q2 2026.
  • Socorro Asset Management sold 882 JPMorgan Chase shares in Q2 2026, an estimated $274K.
  • JPMorgan Chase made up 3.66% of Socorro Asset Management's portfolio in Q2 2026, its #5 holding.
  • Socorro Asset Management first reported a position in JPMorgan Chase in Q4 2020 and has held it in 23 quarters since.
  • Socorro Asset Management's JPMorgan Chase position peaked at $16.6M in Q3 2021.
  • 5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Socorro Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.