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Stamos Capital Partners’s JPMorgan Chase JPM Stock Holding History

Stamos Capital Partners’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 		$10.6M Buy
35,956
+8,513
+31% +$2.58M 1.65% 9
2025
Q4 		$8.84M Buy
27,443
+1,294
+5% +$401K 1.42% 12
2025
Q3 		$8.25M Sell
26,149
-4,356
-14% -$1.3M 1.56% 15
2025
Q2 		$8.84M Buy
30,505
+12,091
+66% +$3.09M 1.59% 13
2025
Q1 		$4.52M Buy
18,414
+604
+3% +$154K 1.18% 17
2024
Q4 		$4.27M Sell
17,810
-9,540
-35% -$2.22M 1% 26
2024
Q3 		$5.77M Sell
27,350
-3,390
-11% -$714K 1.36% 19
2024
Q2 		$6.22M Buy
30,740
+690
+2% +$135K 1.32% 14
2024
Q1 		$6.02M Sell
30,050
-15,670
-34% -$2.83M 1.37% 14
2023
Q4 		$7.78M Sell
45,720
-25,280
-36% -$3.83M 2.11% 10
2023
Q3 		$10.3M Sell
71,000
-22,150
-24% -$3.32M 2.29% 5
2023
Q2 		$13.5M Buy
93,150
+7,090
+8% +$975K 3.17% 3
2023
Q1 		$11.2M Buy
86,060
+28,130
+49% +$3.85M 2.89% 2
2022
Q4 		$7.77M Sell
57,930
-34,990
-38% -$4.43M 2.46% 4
2022
Q3 		$9.71M Buy
92,920
+1,230
+1% +$141K 2.47% 8
2022
Q2 		$10.3M Buy
91,690
+14,860
+19% +$1.84M 3.12% 7
2022
Q1 		$10.5M Buy
76,830
+26,230
+52% +$3.87M 3.5% 6
2021
Q4 		$8.01M Buy
50,600
+7,250
+17% +$1.19M 3.72% 6
2021
Q3 		$7.1M Sell
43,350
-6,190
-12% -$970K 3.97% 3
2021
Q2 		$7.71M Sell
49,540
-13,160
-21% -$2.07M 4.06% 4
2021
Q1 		$9.54M Hold
62,700
– – 4.82% 3
2020
Q4 		$7.97M Sell
62,700
-12,300
-16% -$1.37M 3.4% 3
2020
Q3 		$7.22M Buy
75,000
+26,000
+53% +$2.55M 2.68% 3
2020
Q2 		$4.61M Sell
49,000
-36,208
-42% -$3.44M 2.64% 6
2020
Q1 		$7.67M Buy
85,208
+67,268
+375% +$8.17M 4.04% 3
2019
Q4 		$2.5M Sell
17,940
-2,513
-12% -$322K 2.02% 12
2019
Q3 		$2.41M Buy
20,453
+3,000
+17% +$339K 2.14% 14
2019
Q2 		$1.98M Sell
17,453
-5,000
-22% -$551K 1.98% 16
2019
Q1 		$2.35M Sell
22,453
-28,847
-56% -$2.97M 3.01% 9
2018
Q4 		$5.01M Buy
+51,300
New +$5.47M 3.78% 3

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

Stamos Capital Partners's JPM Position: Q1 2026 in Review

Stamos Capital Partners increased its JPMorgan Chase (JPM) stake by 31% in Q1 2026, buying an estimated $2.58M and bringing the position to 35,956 shares worth $10.6M. The position accounts for 1.65% of the portfolio, ranked #9.

Stamos Capital Partners first reported a position in JPM in Q4 2018 and has held it in 30 quarters since. The position peaked at $13.5M in Q2 2023. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Stamos Capital Partners held 35,956 shares of JPMorgan Chase worth $10.6M as of Q1 2026.
  • Stamos Capital Partners bought 8,513 JPMorgan Chase shares in Q1 2026, an estimated $2.58M.
  • JPMorgan Chase made up 1.65% of Stamos Capital Partners's portfolio in Q1 2026, its #9 holding.
  • Stamos Capital Partners first reported a position in JPMorgan Chase in Q4 2018 and has held it in 30 quarters since.
  • Stamos Capital Partners's JPMorgan Chase position peaked at $13.5M in Q2 2023.
  • 5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Stamos Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.