Systematic Alpha Investments’s JPMorgan Chase JPM Stock Holding History

Systematic Alpha Investments’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	$10.8M	Hold	36,804	–	–	0.38%	49
2025 Q4	$11.9M	Hold	36,804	–	–	0.37%	48
2025 Q3	$11.6M	Hold	36,804	–	–	0.38%	46
2025 Q2	$10.7M	Hold	36,804	–	–	0.38%	47
2025 Q1	$9.03M	Hold	36,804	–	–	0.34%	49
2024 Q4	$8.82M	Hold	36,804	–	–	0.33%	52
2024 Q3	$7.76M	Hold	36,804	–	–	0.28%	54
2024 Q2	$7.44M	Hold	36,804	–	–	0.28%	54
2024 Q1	$7.37M	Hold	36,804	–	–	0.3%	55
2023 Q4	$6.26M	Hold	36,804	–	–	0.28%	58
2023 Q3	$5.34M	Hold	36,804	–	–	0.27%	59
2023 Q2	$5.35M	Hold	36,804	–	–	0.26%	59
2023 Q1	$4.8M	Hold	36,804	–	–	0.25%	58
2022 Q4	$4.94M	Hold	36,804	–	–	0.25%	57
2022 Q3	$3.85M	Hold	36,804	–	–	0.23%	58
2022 Q2	$4.14M	Sell	36,804 -5,200	-12%	-$644K	0.23%	59
2022 Q1	$5.73M	Hold	42,004	–	–	0.28%	59
2021 Q4	$6.65M	Hold	42,004	–	–	0.31%	61
2021 Q3	$7.14M	Buy	42,004 +200	+0.5%	+$31.4K	0.31%	57
2021 Q2	$6.66M	Buy	41,804 +17,104	+69%	+$2.69M	0.3%	57
2021 Q1	$3.76M	Buy	24,700 +16,500	+201%	+$2.37M	0.24%	58
2020 Q4	$1.04M	Buy	+8,200	New	+$917K	0.11%	77

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

Systematic Alpha Investments's JPM Position: Q1 2026 in Review

Systematic Alpha Investments held its JPMorgan Chase (JPM) position steady in Q1 2026 at 36,804 shares worth $10.8M. The position accounts for 0.38% of the portfolio, ranked #49.

Systematic Alpha Investments first reported a position in JPM in Q4 2020 and has held it in 22 quarters since. The position peaked at $11.9M in Q4 2025. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Systematic Alpha Investments held 36,804 shares of JPMorgan Chase worth $10.8M as of Q1 2026.
Systematic Alpha Investments left its JPMorgan Chase share count unchanged in Q1 2026.
JPMorgan Chase made up 0.38% of Systematic Alpha Investments's portfolio in Q1 2026, its #49 holding.
Systematic Alpha Investments first reported a position in JPMorgan Chase in Q4 2020 and has held it in 22 quarters since.
Systematic Alpha Investments's JPMorgan Chase position peaked at $11.9M in Q4 2025.
5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Systematic Alpha Investments's 13F filing for Q1 2026, filed 18 May 2026.