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Stevens Capital Management’s JPMorgan Chase JPM Stock Holding History

Stevens Capital 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 		$6.85M Buy
23,275
+20,495
+737% +$6.22M 1.05% 24
2025
Q4 		$896K Sell
2,780
-2,432
-47% -$753K 0.32% 78
2025
Q3 		$1.64M Sell
5,212
-984
-16% -$293K 0.22% 80
2025
Q2 		$1.8M Sell
6,196
-27,046
-81% -$6.9M 0.49% 48
2025
Q1 		$8.15M Buy
33,242
+31,027
+1,401% +$7.91M 2.02% 9
2024
Q4 		$531K Sell
2,215
-20,509
-90% -$4.78M 0.21% 136
2024
Q3 		$4.79M Sell
22,724
-37,395
-62% -$7.88M 0.68% 25
2024
Q2 		$12.2M Sell
60,119
-27,561
-31% -$5.39M 4.11% 5
2024
Q1 		$17.6M Buy
87,680
+21,008
+32% +$3.79M 3.42% 3
2023
Q4 		$11.3M Buy
66,672
+50,555
+314% +$7.66M 2.83% 5
2023
Q3 		$2.34M Sell
16,117
-28,165
-64% -$4.22M 0.68% 29
2023
Q2 		$6.44M Buy
+44,282
New +$6.09M 1.32% 19
2023
Q1 		– Sell
-99,667
Closed -$13.4M – 214
2022
Q4 		$13.4M Buy
+99,667
New +$12.6M 8.44% 1
2022
Q3 		– Sell
-14,561
Closed -$1.64M – 161
2022
Q2 		$1.64M Buy
14,561
+12,985
+824% +$1.61M 1.14% 14
2022
Q1 		$215K Sell
1,576
-89,203
-98% -$13.2M 0.05% 226
2021
Q4 		$14.4M Buy
90,779
+29,766
+49% +$4.89M 3.3% 3
2021
Q3 		$9.99M Buy
+61,013
New +$9.57M 4.19% 3
2021
Q2 		– Sell
-3,088
Closed -$470K – 211
2021
Q1 		$470K Buy
+3,088
New +$444K 0.26% 60
2019
Q3 		– Sell
-92,662
Closed -$10.4M – 658
2019
Q2 		$10.4M Buy
+92,662
New +$10.2M 0.46% 48
2017
Q4 		– Sell
-251,895
Closed -$24.1M – 937
2017
Q3 		$24.1M Buy
+251,895
New +$23.2M 0.9% 16
2013
Q4 		– Sell
-259,563
Closed -$13.4M – 1122
2013
Q3 		$13.4M Buy
+259,563
New +$13.9M 0.4% 60

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

Stevens Capital Management's JPM Position: Q1 2026 in Review

Stevens Capital Management increased its JPMorgan Chase (JPM) stake by 737% in Q1 2026, buying an estimated $6.22M and bringing the position to 23,275 shares worth $6.85M. The position accounts for 1.05% of the portfolio, ranked #24.

Stevens Capital Management first reported a position in JPM in Q3 2013 and has held it in 21 quarters since. The position peaked at $24.1M in Q3 2017. 5,053 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Stevens Capital Management held 23,275 shares of JPMorgan Chase worth $6.85M as of Q1 2026.
  • Stevens Capital Management bought 20,495 JPMorgan Chase shares in Q1 2026, an estimated $6.22M.
  • JPMorgan Chase made up 1.05% of Stevens Capital Management's portfolio in Q1 2026, its #24 holding.
  • Stevens Capital Management first reported a position in JPMorgan Chase in Q3 2013 and has held it in 21 quarters since.
  • Stevens Capital Management's JPMorgan Chase position peaked at $24.1M in Q3 2017.
  • 5,053 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Stevens Capital Management's 13F filing for Q1 2026, filed 11 May 2026.