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Steel Grove Capital Advisors’s JPMorgan Chase JPM Stock Holding History

Steel Grove Capital 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 		$6.67M Sell
22,669
-215
-0.9% -$65.2K 0.7% 19
2025
Q4 		$7.37M Sell
22,884
-1,908
-8% -$591K 0.77% 15
2025
Q3 		$7.19M Hold
24,792
– – 0.85% 13
2025
Q2 		$7.19M Sell
24,792
-2,000
-7% -$510K 0.85% 13
2025
Q1 		$6.57M Sell
26,792
-40
-0.1% -$10.2K 0.99% 10
2024
Q4 		$6.43M Sell
26,832
-759
-3% -$177K 0.88% 11
2024
Q3 		$5.81M Hold
27,591
– – 0.82% 12
2024
Q2 		$5.58M Sell
27,591
-2,865
-9% -$560K 0.77% 14
2024
Q1 		$6.1M Sell
30,456
-1,351
-4% -$244K 0.81% 14
2023
Q4 		$5.41M Sell
31,807
-2,974
-9% -$451K 0.73% 17
2023
Q3 		$5.04M Buy
34,781
+171
+0.5% +$25.6K 0.67% 21
2023
Q2 		$5.03M Buy
34,610
+1,150
+3% +$158K 0.63% 21
2023
Q1 		$4.36M Buy
33,460
+1,811
+6% +$248K 0.58% 23
2022
Q4 		$4.24M Buy
31,649
+400
+1% +$50.7K 0.6% 25
2022
Q3 		$3.27M Buy
31,249
+562
+2% +$64.5K 0.58% 16
2022
Q2 		$3.46M Sell
30,687
-110
-0.4% -$13.6K 0.63% 14
2022
Q1 		$4.2M Sell
30,797
-19,642
-39% -$2.9M 0.66% 15
2021
Q4 		$7.99M Sell
50,439
-335
-0.7% -$55K 1.58% 12
2021
Q3 		$8.31M Sell
50,774
-250
-0.5% -$39.2K 1.89% 10
2021
Q2 		$7.94M Sell
51,024
-7,443
-13% -$1.17M 2.17% 9
2021
Q1 		$8.9M Hold
58,467
– – 2.91% 7
2020
Q4 		$7.43M Hold
58,467
– – 2.43% 6
2020
Q3 		$5.63M Sell
58,467
-203
-0.3% -$19.9K 2.29% 8
2020
Q2 		$5.52M Sell
58,670
-24
-0% -$2.28K 2.48% 7
2020
Q1 		$5.28M Sell
58,694
-152
-0.3% -$18.5K 3.45% 4
2019
Q4 		$8.2M Buy
58,846
+264
+0.5% +$33.9K 4.58% 3
2019
Q3 		$6.89M Sell
58,582
-900
-2% -$102K 4.08% 3
2019
Q2 		$6.65M Sell
59,482
-1,978
-3% -$218K 4.14% 3
2019
Q1 		$6.22M Sell
61,460
-9,665
-14% -$996K 4.03% 3
2018
Q4 		$6.94M Sell
71,125
-1,518
-2% -$162K 0.98% 29
2018
Q3 		$8.2M Buy
72,643
+460
+0.6% +$52.2K 1.15% 22
2018
Q2 		$7.52M Buy
72,183
+387
+0.5% +$42.5K 1.21% 15
2018
Q1 		$7.89M Buy
71,796
+3,617
+5% +$410K 1.24% 15
2017
Q4 		$7.29M Sell
68,179
-776
-1% -$78.6K 1.1% 34
2017
Q3 		$6.59M Sell
68,955
-10,117
-13% -$933K 1.19% 24
2017
Q2 		$7.23M Buy
79,072
+375
+0.5% +$32.4K 1.28% 16
2017
Q1 		$6.91M Buy
78,697
+3,244
+4% +$286K 1.22% 19
2016
Q4 		$6.51M Buy
75,453
+11,100
+17% +$846K 1.3% 14
2016
Q3 		$4.29M Buy
64,353
+1,000
+2% +$65.2K 0.97% 41
2016
Q2 		$3.94M Hold
63,353
– – 0.97% 41
2016
Q1 		$3.75M Hold
63,353
– – 0.95% 43
2015
Q4 		$4.18M Hold
63,353
– – 1.03% 30
2015
Q3 		$3.86M Sell
63,353
-133
-0.2% -$8.71K 0.96% 40
2015
Q2 		$4.3M Sell
63,486
-1,010
-2% -$65.9K 0.96% 54
2015
Q1 		$3.91M Buy
+64,496
New +$3.82M 0.88% 56
2014
Q3 		$4.59M Sell
76,193
-2,464
-3% -$144K 1.08% 35
2014
Q2 		$4.53M Buy
78,657
+34
+0% +$1.91K 1.07% 30
2014
Q1 		$4.77M Sell
78,623
-500
-0.6% -$28.9K 1.18% 23
2013
Q4 		$4.63M Buy
79,123
+14,384
+22% +$788K 1.17% 20
2013
Q3 		$3.35M Buy
64,739
+1,192
+2% +$63.9K 0.94% 29
2013
Q2 		$3.35M Buy
+63,547
New +$3.23M 1.07% 19

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

Steel Grove Capital Advisors's JPM Position: Q1 2026 in Review

Steel Grove Capital Advisors reduced its JPMorgan Chase (JPM) stake by 0.94% in Q1 2026, selling an estimated $65.2K and leaving 22,669 shares worth $6.67M. The position accounts for 0.7% of the portfolio, ranked #19.

Steel Grove Capital Advisors first reported a position in JPM in Q2 2013 and has held it in 51 quarters since. The position peaked at $8.9M in Q1 2021. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Steel Grove Capital Advisors held 22,669 shares of JPMorgan Chase worth $6.67M as of Q1 2026.
  • Steel Grove Capital Advisors sold 215 JPMorgan Chase shares in Q1 2026, an estimated $65.2K.
  • JPMorgan Chase made up 0.7% of Steel Grove Capital Advisors's portfolio in Q1 2026, its #19 holding.
  • Steel Grove Capital Advisors first reported a position in JPMorgan Chase in Q2 2013 and has held it in 51 quarters since.
  • Steel Grove Capital Advisors's JPMorgan Chase position peaked at $8.9M in Q1 2021.
  • 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Steel Grove Capital Advisors's 13F filing for Q1 2026, filed 7 May 2026.