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Taylor Hoffman Capital Management’s JPMorgan Chase JPM Stock Holding History

Taylor Hoffman 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 		$1.4M Sell
4,752
-101
-2% -$30.7K 0.43% 50
2025
Q4 		$1.56M Hold
4,853
– – 0.48% 46
2025
Q3 		$1.53M Sell
4,853
-44
-0.9% -$13.1K 0.48% 45
2025
Q2 		$1.42M Buy
4,897
+34
+0.7% +$8.68K 0.49% 45
2025
Q1 		$1.18M Sell
4,863
-40
-0.8% -$10.2K 0.44% 52
2024
Q4 		$1.18M Hold
4,903
– – 0.43% 51
2024
Q3 		$1.09M Buy
+4,903
New +$1.03M 0.42% 54

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

Taylor Hoffman Capital Management's JPM Position: Q1 2026 in Review

Taylor Hoffman Capital Management reduced its JPMorgan Chase (JPM) stake by 2.1% in Q1 2026, selling an estimated $30.7K and leaving 4,752 shares worth $1.4M. The position accounts for 0.43% of the portfolio, ranked #50.

Taylor Hoffman Capital Management first reported a position in JPM in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.56M in Q4 2025. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Taylor Hoffman Capital Management held 4,752 shares of JPMorgan Chase worth $1.4M as of Q1 2026.
  • Taylor Hoffman Capital Management sold 101 JPMorgan Chase shares in Q1 2026, an estimated $30.7K.
  • JPMorgan Chase made up 0.43% of Taylor Hoffman Capital Management's portfolio in Q1 2026, its #50 holding.
  • Taylor Hoffman Capital Management first reported a position in JPMorgan Chase in Q3 2024 and has held it in 7 quarters since.
  • Taylor Hoffman Capital Management's JPMorgan Chase position peaked at $1.56M in Q4 2025.
  • 5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

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