Sweeney & Michel’s JPMorgan Chase JPM Stock Holding History

Sweeney & Michel’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	$5.38M	Buy	17,136 +9	+0.1%	+$2.73K	1.58%	18
2025 Q4	$5.32M	Sell	17,127 -752	-4%	-$233K	1.57%	17
2025 Q3	$5.38M	Sell	17,879 -171	-0.9%	-$50.9K	1.81%	14
2025 Q2	$5.18M	Sell	18,050 -186	-1%	-$47.5K	1.84%	17
2025 Q1	$3.95M	Buy	+18,236	New	+$4.65M	1.73%	18
2024 Q3	$4.46M	Sell	19,810 -1,352	-6%	-$285K	1.76%	17
2024 Q2	$4.39M	Sell	21,162 -274	-1%	-$53.6K	1.87%	16
2024 Q1	$4.32M	Buy	+21,436	New	+$3.87M	1.91%	17
2023 Q3	$3.12M	Sell	21,530 -1,075	-5%	-$161K	1.63%	18
2023 Q2	$3.52M	Sell	22,605 -319	-1%	-$43.9K	1.81%	14
2023 Q1	$3.19M	Buy	+22,924	New	+$3.14M	1.7%	15

Other funds holding JPM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Sweeney & Michel's JPM Position: Q1 2026 in Review

Sweeney & Michel increased its JPMorgan Chase (JPM) stake by 0.05% in Q1 2026, buying an estimated $2.73K and bringing the position to 17,136 shares worth $5.38M. The position accounts for 1.58% of the portfolio, ranked #18.

Sweeney & Michel first reported a position in JPM in Q1 2023 and has held it in 11 quarters since. The position peaked at $5.38M in Q3 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Sweeney & Michel held 17,136 shares of JPMorgan Chase worth $5.38M as of Q1 2026.
Sweeney & Michel bought 9 JPMorgan Chase shares in Q1 2026, an estimated $2.73K.
JPMorgan Chase made up 1.58% of Sweeney & Michel's portfolio in Q1 2026, its #18 holding.
Sweeney & Michel first reported a position in JPMorgan Chase in Q1 2023 and has held it in 11 quarters since.
Sweeney & Michel's JPMorgan Chase position peaked at $5.38M in Q3 2025.
5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Sweeney & Michel's 13F filing for Q1 2026, filed 16 Apr 2026.