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Thoroughbred Financial Services’s JPMorgan Chase JPM Stock Holding History

Thoroughbred Financial Services’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 		$23.2M Sell
78,736
-136
-0.2% -$41.3K 1.38% 13
2025
Q4 		$25.4M Buy
78,872
+1,417
+2% +$439K 1.51% 10
2025
Q3 		$24.4M Buy
77,455
+753
+1% +$224K 1.51% 9
2025
Q2 		$22.2M Sell
76,702
-28,030
-27% -$7.15M 1.55% 8
2025
Q1 		$25.7M Buy
104,732
+4,970
+5% +$1.27M 1.6% 8
2024
Q4 		$23.9M Buy
99,762
+1,181
+1% +$275K 1.46% 8
2024
Q3 		$20.8M Sell
98,581
-958
-1% -$202K 1.34% 9
2024
Q2 		$20.1M Buy
99,539
+31,470
+46% +$6.15M 1.35% 8
2024
Q1 		$13.6M Sell
68,069
-31,270
-31% -$5.64M 1.31% 10
2023
Q4 		$16.9M Buy
99,339
+3,516
+4% +$533K 1.36% 10
2023
Q3 		$13.9M Buy
95,823
+32,583
+52% +$4.88M 1.36% 10
2023
Q2 		$9.2M Buy
63,240
+815
+1% +$112K 1.21% 10
2023
Q1 		$8.13M Sell
62,425
-247
-0.4% -$33.8K 1.2% 9
2022
Q4 		$8.4M Buy
62,672
+4,222
+7% +$535K 1.37% 8
2022
Q3 		$6.11M Sell
58,450
-678
-1% -$77.8K 1.16% 14
2022
Q2 		$6.66M Buy
59,128
+767
+1% +$95K 1.23% 10
2022
Q1 		$7.96M Buy
58,361
+24,865
+74% +$3.67M 1.3% 9
2021
Q4 		$5.3M Buy
33,496
+2,457
+8% +$403K 1.11% 15
2021
Q3 		$5.08M Buy
31,039
+887
+3% +$139K 1.24% 11
2021
Q2 		$4.69M Buy
30,152
+770
+3% +$121K 1.17% 14
2021
Q1 		$4.47M Buy
29,382
+2,754
+10% +$396K 1.24% 11
2020
Q4 		$3.38M Sell
26,628
-1,847
-6% -$206K 1.05% 17
2020
Q3 		$2.74M Sell
28,475
-1,429
-5% -$140K 1.03% 19
2020
Q2 		$2.81M Sell
29,904
-20,619
-41% -$1.96M 1.17% 16
2020
Q1 		$4.55M Buy
50,523
+5,524
+12% +$671K 1.62% 7
2019
Q4 		$6.27M Buy
44,999
+102
+0.2% +$13.1K 2.09% 5
2019
Q3 		$5.28M Buy
44,897
+408
+0.9% +$46.1K 2% 6
2019
Q2 		$4.97M Buy
44,489
+1,980
+5% +$218K 1.89% 10
2019
Q1 		$4.3M Buy
42,509
+763
+2% +$78.6K 1.78% 9
2018
Q4 		$4.08M Buy
+41,746
New +$4.45M 2% 9

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

Thoroughbred Financial Services's JPM Position: Q1 2026 in Review

Thoroughbred Financial Services reduced its JPMorgan Chase (JPM) stake by 0.17% in Q1 2026, selling an estimated $41.3K and leaving 78,736 shares worth $23.2M. The position accounts for 1.38% of the portfolio, ranked #13.

Thoroughbred Financial Services first reported a position in JPM in Q4 2018 and has held it in 30 quarters since. The position peaked at $25.7M in Q1 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Thoroughbred Financial Services held 78,736 shares of JPMorgan Chase worth $23.2M as of Q1 2026.
  • Thoroughbred Financial Services sold 136 JPMorgan Chase shares in Q1 2026, an estimated $41.3K.
  • JPMorgan Chase made up 1.38% of Thoroughbred Financial Services's portfolio in Q1 2026, its #13 holding.
  • Thoroughbred Financial Services first reported a position in JPMorgan Chase in Q4 2018 and has held it in 30 quarters since.
  • Thoroughbred Financial Services's JPMorgan Chase position peaked at $25.7M in Q1 2025.
  • 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Thoroughbred Financial Services's 13F filing for Q1 2026, filed 12 May 2026.