Sustainable Insight Capital Management’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 | $4.9M | Buy |
16,657
+4,160
| +33% | +$1.26M | 1.65% | 16 |
|
|
2025
Q4 | $4.03M | Sell |
12,497
-2,080
| -14% | -$644K | 1.34% | 21 |
|
|
2025
Q3 | $4.6M | Buy |
14,577
+6,352
| +77% | +$1.89M | 1.44% | 20 |
|
|
2025
Q2 | $2.38M | Sell |
8,225
-13,127
| -61% | -$3.35M | 1.08% | 24 |
|
|
2025
Q1 | $5.24M | Sell |
21,352
-1,543
| -7% | -$393K | 2.61% | 13 |
|
|
2024
Q4 | $5.49M | Buy |
22,895
+6,147
| +37% | +$1.43M | 2.4% | 14 |
|
|
2024
Q3 | $3.53M | Sell |
16,748
-3,300
| -16% | -$695K | 1.6% | 21 |
|
|
2024
Q2 | $4.05M | Buy |
20,048
+4,200
| +27% | +$821K | 2.03% | 11 |
|
|
2024
Q1 | $3.17M | Buy |
15,848
+100
| +0.6% | +$18K | 2.29% | 12 |
|
|
2023
Q4 | $2.68M | Sell |
15,748
-5,600
| -26% | -$849K | 2.18% | 12 |
|
|
2023
Q3 | $3.1M | Sell |
21,348
-5,900
| -22% | -$884K | 3.03% | 12 |
|
|
2023
Q2 | $3.96M | Buy |
27,248
+23,424
| +613% | +$3.22M | 3.67% | 13 |
|
|
2023
Q1 | $498K | Buy |
3,824
+800
| +26% | +$110K | 0.5% | 46 |
|
|
2022
Q4 | $406K | Hold |
3,024
| – | – | 0.46% | 52 |
|
|
2022
Q3 | $316K | Sell |
3,024
-364
| -11% | -$41.8K | 0.37% | 68 |
|
|
2022
Q2 | $390K | Sell |
3,388
-200
| -6% | -$24.8K | 0.39% | 60 |
|
|
2022
Q1 | $489K | Buy |
3,588
+332
| +10% | +$49K | 0.35% | 52 |
|
|
2021
Q4 | $516K | Sell |
3,256
-839
| -20% | -$138K | 0.28% | 47 |
|
|
2021
Q3 | $670K | Buy |
4,095
+186
| +5% | +$29.2K | 0.43% | 41 |
|
|
2021
Q2 | $608K | Sell |
3,909
-205
| -5% | -$32.2K | 0.36% | 57 |
|
|
2021
Q1 | $626K | Sell |
4,114
-1,586
| -28% | -$228K | 0.42% | 53 |
|
|
2020
Q4 | $724K | Buy |
+5,700
| New | +$637K | 0.49% | 40 |
|
|
2020
Q1 | – | Sell |
-1,800
| Closed | -$251K | – | 71 |
|
|
2019
Q4 | $251K | Sell |
1,800
-100
| -5% | -$12.8K | 0.26% | 46 |
|
|
2019
Q3 | $224K | Sell |
1,900
-300
| -14% | -$33.9K | 0.26% | 42 |
|
|
2019
Q2 | $246K | Sell |
2,200
-21,000
| -91% | -$2.32M | 0.29% | 42 |
|
|
2019
Q1 | $2.35M | Buy |
23,200
+16,711
| +258% | +$1.72M | 3.02% | 1 |
|
|
2018
Q4 | $633K | Buy |
6,489
+2,089
| +47% | +$223K | 0.82% | 32 |
|
|
2018
Q3 | $496K | Sell |
4,400
-13,900
| -76% | -$1.58M | 0.32% | 32 |
|
|
2018
Q2 | $1.91M | Buy |
18,300
+4,900
| +37% | +$538K | 0.73% | 34 |
|
|
2018
Q1 | $1.47M | Buy |
13,400
+9,000
| +205% | +$1.02M | 0.59% | 32 |
|
|
2017
Q4 | $471K | Buy |
4,400
+1,100
| +33% | +$111K | 0.18% | 37 |
|
|
2017
Q3 | $315K | Buy |
+3,300
| New | +$304K | 0.14% | 37 |
|
|
2017
Q2 | – | Sell |
-16,600
| Closed | -$1.46M | – | 56 |
|
|
2017
Q1 | $1.46M | Sell |
16,600
-8,100
| -33% | -$715K | 0.72% | 30 |
|
|
2016
Q4 | $2.13M | Buy |
+24,700
| New | +$1.88M | 1.1% | 25 |
|
Other funds holding JPM
VCM
VPM
Sustainable Insight Capital Management's JPM Position: Q1 2026 in Review
Sustainable Insight Capital Management increased its JPMorgan Chase (JPM) stake by 33% in Q1 2026, buying an estimated $1.26M and bringing the position to 16,657 shares worth $4.9M. The position accounts for 1.65% of the portfolio, ranked #16.
Sustainable Insight Capital Management first reported a position in JPM in Q4 2016 and has held it in 34 quarters since. The position peaked at $5.49M in Q4 2024. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.
- Sustainable Insight Capital Management held 16,657 shares of JPMorgan Chase worth $4.9M as of Q1 2026.
- Sustainable Insight Capital Management bought 4,160 JPMorgan Chase shares in Q1 2026, an estimated $1.26M.
- JPMorgan Chase made up 1.65% of Sustainable Insight Capital Management's portfolio in Q1 2026, its #16 holding.
- Sustainable Insight Capital Management first reported a position in JPMorgan Chase in Q4 2016 and has held it in 34 quarters since.
- Sustainable Insight Capital Management's JPMorgan Chase position peaked at $5.49M in Q4 2024.
- 5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.
Based on Sustainable Insight Capital Management's 13F filing for Q1 2026, filed 14 May 2026.