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Ted Buchan & Co’s JPMorgan Chase JPM Stock Holding History

Ted Buchan & Co’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 		– Sell
-628
Closed -$202K – 93
2025
Q4 		$202K Sell
628
-47
-7% -$14.6K 0.07% 88
2025
Q3 		$213K Buy
+675
New +$201K 0.08% 80
2023
Q2 		– Sell
-7,302
Closed -$952K – 88
2023
Q1 		$952K Sell
7,302
-637
-8% -$87.3K 0.8% 24
2022
Q4 		$1.06M Buy
+7,939
New +$1.01M 0.98% 21

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

Ted Buchan & Co's JPM Position: Q1 2026 in Review

Ted Buchan & Co sold out of JPMorgan Chase (JPM) in Q1 2026, closing a stake of 628 shares — an estimated $202K sold.

Ted Buchan & Co first reported a position in JPM in Q4 2022 and held it in 4 quarters. The position peaked at $1.06M in Q4 2022. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Ted Buchan & Co reported no remaining JPMorgan Chase position as of Q1 2026 after selling out during the quarter.
  • Ted Buchan & Co sold 628 JPMorgan Chase shares in Q1 2026, an estimated $202K.
  • Ted Buchan & Co first reported a position in JPMorgan Chase in Q4 2022 and held it in 4 quarters.
  • Ted Buchan & Co's JPMorgan Chase position peaked at $1.06M in Q4 2022.
  • 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Ted Buchan & Co's 13F filing for Q1 2026, filed 14 May 2026.