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Terra Nova Asset Management’s JPMorgan Chase JPM Stock Holding History

Terra Nova Asset 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 		$269K Sell
915
-8,394
-90% -$2.55M 0.2% 77
2025
Q4 		$3M Buy
9,309
+1,680
+22% +$520K 1.97% 18
2025
Q3 		$2.41M Buy
7,629
+106
+1% +$31.5K 1.52% 29
2025
Q2 		$2.18M Sell
7,523
-705
-9% -$180K 1.52% 29
2025
Q1 		$2.02M Buy
+8,228
New +$2.1M 1.59% 28
2023
Q1 		– Sell
-19,440
Closed -$2.61M – 89
2022
Q4 		$2.61M Sell
19,440
-1,652
-8% -$209K 2.73% 7
2022
Q3 		$2.2M Sell
21,092
-61
-0.3% -$7K 2.41% 11
2022
Q2 		$2.38M Sell
21,153
-400
-2% -$49.6K 2.65% 9
2022
Q1 		$2.94M Buy
21,553
+1,542
+8% +$228K 2.73% 7
2021
Q4 		$3.17M Sell
20,011
-180
-0.9% -$29.6K 2.37% 10
2021
Q3 		$3.31M Buy
20,191
+895
+5% +$140K 2.65% 8
2021
Q2 		$3M Sell
19,296
-1,915
-9% -$301K 2.58% 8
2021
Q1 		$3.23M Buy
21,211
+3,315
+19% +$477K 2.85% 5
2020
Q4 		$2.27M Buy
+17,896
New +$2M 2.29% 15
2018
Q4 		$1.04M Sell
10,646
-4,912
-32% -$523K 2.8% 16
2018
Q3 		$1.76M Buy
15,558
+120
+0.8% +$13.6K 2.66% 10
2018
Q2 		$1.61M Buy
15,438
+2,426
+19% +$266K 2.78% 11
2018
Q1 		$1.43M Buy
13,012
+35
+0.3% +$3.96K 2.54% 12
2017
Q4 		$1.39M Buy
12,977
+1,142
+10% +$116K 2.41% 13
2017
Q3 		$1.13M Buy
11,835
+545
+5% +$50.3K 2.31% 16
2017
Q2 		$1.03M Buy
11,290
+2,940
+35% +$254K 1.96% 18
2017
Q1 		$733K Buy
+8,350
New +$737K 1.47% 33
2016
Q2 		– Sell
-7,295
Closed -$432K – 89
2016
Q1 		$432K Hold
7,295
– – 0.51% 72
2015
Q4 		$482K Sell
7,295
-822
-10% -$53.5K 0.54% 60
2015
Q3 		$495K Buy
8,117
+855
+12% +$56K 0.44% 60
2015
Q2 		$492K Buy
+7,262
New +$474K 0.4% 73

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

Terra Nova Asset Management's JPM Position: Q1 2026 in Review

Terra Nova Asset Management reduced its JPMorgan Chase (JPM) stake by 90% in Q1 2026, selling an estimated $2.55M and leaving 915 shares worth $269K. The position accounts for 0.2% of the portfolio, ranked #77.

Terra Nova Asset Management first reported a position in JPM in Q2 2015 and has held it in 26 quarters since. The position peaked at $3.31M in Q3 2021. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Terra Nova Asset Management held 915 shares of JPMorgan Chase worth $269K as of Q1 2026.
  • Terra Nova Asset Management sold 8,394 JPMorgan Chase shares in Q1 2026, an estimated $2.55M.
  • JPMorgan Chase made up 0.2% of Terra Nova Asset Management's portfolio in Q1 2026, its #77 holding.
  • Terra Nova Asset Management first reported a position in JPMorgan Chase in Q2 2015 and has held it in 26 quarters since.
  • Terra Nova Asset Management's JPMorgan Chase position peaked at $3.31M in Q3 2021.
  • 5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Terra Nova Asset Management's 13F filing for Q1 2026, filed 16 Apr 2026.