SRH Advisors’s JPMorgan Chase JPM Stock Holding History

SRH Advisors’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	$16.8M	Hold	57,220	–	–	4.82%	4
2025 Q4	$18.4M	Hold	57,220	–	–	5.31%	4
2025 Q3	$18M	Hold	57,220	–	–	5.27%	4
2025 Q2	$16.6M	Hold	57,220	–	–	5.05%	4
2025 Q1	$14M	Hold	57,220	–	–	4.33%	4
2024 Q4	$13.7M	Sell	57,220 -20	-0%	-$4.66K	4.07%	4
2024 Q3	$12.1M	Hold	57,240	–	–	3.66%	4
2024 Q2	$11.6M	Hold	57,240	–	–	3.88%	4
2024 Q1	$11.5M	Hold	57,240	–	–	3.63%	4
2023 Q4	$9.74M	Hold	57,240	–	–	3.4%	4
2023 Q3	$8.3M	Sell	57,240 -200	-0.3%	-$30K	4.05%	3
2023 Q2	$7.49M	Hold	57,440	–	–	3.99%	3
2023 Q1	$7.49M	Hold	57,440	–	–	3.99%	3
2022 Q4	$7.7M	Sell	57,440 -76	-0.1%	-$9.63K	4.27%	3
2022 Q3	$6.01M	Buy	57,516 +25	+0%	+$2.87K	7.82%	2
2022 Q2	$6.47M	Buy	57,491 +26,004	+83%	+$3.22M	7.98%	2
2022 Q1	$4.29M	Buy	31,487 +3	+0%	+$443	4.76%	3
2021 Q4	$4.99M	Buy	31,484 +4	+0%	+$657	5.66%	3
2021 Q3	$5.15M	Buy	31,480 +3	+0%	+$470	6.27%	2
2021 Q2	$4.9M	Buy	31,477 +3	+0%	+$471	6.1%	2
2021 Q1	$4.79M	Sell	31,474 -397	-1%	-$57.1K	6.82%	2
2020 Q4	$4.05M	Buy	31,871 +412	+1%	+$46.1K	6.7%	2
2020 Q3	$3.03M	Sell	31,459 -104	-0.3%	-$10.2K	5.83%	2
2020 Q2	$2.97M	Buy	31,563 +705	+2%	+$66.9K	7.38%	2
2020 Q1	$2.78M	Buy	30,858 +27,500	+819%	+$3.34M	7.72%	2
2019 Q4	$468K	Hold	3,358	–	–	1.5%	15
2019 Q3	$395K	Hold	3,358	–	–	1.33%	15
2019 Q2	$375K	Hold	3,358	–	–	1.28%	16
2019 Q1	$340K	Buy	3,358 +2,000	+147%	+$206K	1.21%	17
2018 Q4	$133K	Buy	1,358 +800	+143%	+$85.2K	0.51%	46
2018 Q3	$63K	Hold	558	–	–	0.22%	74
2018 Q2	$58K	Hold	558	–	–	0.22%	76
2018 Q1	$61K	Hold	558	–	–	0.24%	70
2017 Q4	$60K	Hold	558	–	–	0.24%	70
2017 Q3	$53K	Hold	558	–	–	0.22%	72
2017 Q2	$51K	Hold	558	–	–	0.24%	65
2017 Q1	$49K	Hold	558	–	–	0.23%	66
2016 Q4	$48K	Hold	558	–	–	0.24%	67
2016 Q3	$37K	Hold	558	–	–	0.19%	71
2016 Q2	$35K	Sell	558 -187	-25%	-$11.7K	0.19%	71
2016 Q1	$44K	Hold	745	–	–	0.24%	61
2015 Q4	$49K	Hold	745	–	–	0.29%	58
2015 Q3	$45K	Hold	745	–	–	0.26%	56
2015 Q2	$50K	Hold	745	–	–	0.32%	50
2015 Q1	$45K	Hold	745	–	–	0.3%	49
2014 Q4	$47K	Hold	745	–	–	0.32%	50
2014 Q3	$45K	Hold	745	–	–	0.35%	47
2014 Q2	$43K	Hold	745	–	–	0.34%	45
2014 Q1	$45K	Hold	745	–	–	0.36%	45
2013 Q4	$44K	Buy	+745	New	+$40.8K	0.43%	45

Other funds holding JPM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

SRH Advisors's JPM Position: Q1 2026 in Review

SRH Advisors held its JPMorgan Chase (JPM) position steady in Q1 2026 at 57,220 shares worth $16.8M. The position accounts for 4.82% of the portfolio, ranked #4.

SRH Advisors first reported a position in JPM in Q4 2013 and has held it in 50 quarters since. The position peaked at $18.4M in Q4 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

SRH Advisors held 57,220 shares of JPMorgan Chase worth $16.8M as of Q1 2026.
SRH Advisors left its JPMorgan Chase share count unchanged in Q1 2026.
JPMorgan Chase made up 4.82% of SRH Advisors's portfolio in Q1 2026, its #4 holding.
SRH Advisors first reported a position in JPMorgan Chase in Q4 2013 and has held it in 50 quarters since.
SRH Advisors's JPMorgan Chase position peaked at $18.4M in Q4 2025.
5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on SRH Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.