Susquehanna Fundamental Investments’s JPMorgan Chase JPM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.45M Buy
+4,920
New +$1.49M 0.05% 252
2025
Q3
Sell
-108,900
Closed -$31.6M 676
2025
Q2
$31.6M Sell
108,900
-85,486
-44% -$21.8M 0.85% 19
2025
Q1
$47.7M Sell
194,386
-109,270
-36% -$27.9M 0.67% 4
2024
Q4
$72.8M Buy
+303,656
New +$70.7M 1.04% 2
2024
Q2
$61.4M Buy
303,656
+126,500
+71% +$24.7M 1.42% 1
2024
Q1
$35.5M Buy
+177,156
New +$32M 1.66% 5

Other funds holding JPM

Susquehanna Fundamental Investments's JPM Position: Q1 2026 in Review

Susquehanna Fundamental Investments opened a new position in JPMorgan Chase (JPM) in Q1 2026: 4,920 shares worth $1.45M. The stake represents 0.05% of the portfolio and ranks #252 among its holdings. This is a return to the name: Susquehanna Fundamental Investments previously reported a position in JPM as recently as Q2 2025.

Susquehanna Fundamental Investments first reported a position in JPM in Q1 2024 and has held it in 6 quarters since. The position peaked at $72.8M in Q4 2024. 5,059 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Susquehanna Fundamental Investments held 4,920 shares of JPMorgan Chase worth $1.45M as of Q1 2026.
  • JPMorgan Chase was a new Susquehanna Fundamental Investments position in Q1 2026.
  • JPMorgan Chase made up 0.05% of Susquehanna Fundamental Investments's portfolio in Q1 2026, its #252 holding.
  • Susquehanna Fundamental Investments first reported a position in JPMorgan Chase in Q1 2024 and has held it in 6 quarters since.
  • Susquehanna Fundamental Investments's JPMorgan Chase position peaked at $72.8M in Q4 2024.
  • 5,059 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Susquehanna Fundamental Investments's 13F filing for Q1 2026, filed 15 May 2026.