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Torray Investment Partners’s JPMorgan Chase JPM Stock Holding History

Torray Investment Partners’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 		$11.4M Hold
38,859
– – 1.68% 25
2025
Q4 		$12.5M Hold
38,859
– – 1.79% 24
2025
Q3 		$12.3M Sell
38,859
-14,545
-27% -$4.33M 1.66% 26
2025
Q2 		$15.5M Sell
53,404
-8,693
-14% -$2.22M 2.25% 17
2025
Q1 		$15.2M Sell
62,097
-16,996
-21% -$4.33M 2.27% 16
2024
Q4 		$19M Sell
79,093
-8,126
-9% -$1.89M 2.72% 5
2024
Q3 		$18.4M Buy
87,219
+2,643
+3% +$557K 2.57% 6
2024
Q2 		$17.1M Sell
84,576
-7,971
-9% -$1.56M 2.56% 6
2024
Q1 		$18.5M Sell
92,547
-9,273
-9% -$1.67M 2.78% 7
2023
Q4 		$17.3M Sell
101,820
-339
-0.3% -$51.4K 2.8% 5
2023
Q3 		$14.8M Sell
102,159
-3,109
-3% -$466K 2.61% 9
2023
Q2 		$15.3M Buy
105,268
+577
+0.6% +$79.4K 2.65% 5
2023
Q1 		$13.6M Sell
104,691
-570
-0.5% -$78.1K 2.45% 6
2022
Q4 		$14.1M Sell
105,261
-95
-0.1% -$12K 2.54% 7
2022
Q3 		$11M Buy
105,356
+1,476
+1% +$169K 2.19% 13
2022
Q2 		$11.7M Buy
103,880
+14,053
+16% +$1.74M 2.23% 12
2022
Q1 		$12.2M Sell
89,827
-18,772
-17% -$2.77M 1.96% 17
2021
Q4 		$17.2M Sell
108,599
-6,003
-5% -$986K 2.54% 6
2021
Q3 		$18.8M Buy
114,602
+294
+0.3% +$46.1K 2.87% 4
2021
Q2 		$17.8M Sell
114,308
-74
-0.1% -$11.6K 2.61% 6
2021
Q1 		$17.4M Sell
114,382
-24,930
-18% -$3.59M 2.72% 5
2020
Q4 		$17.7M Sell
139,312
-1,128
-0.8% -$126K 2.92% 5
2020
Q3 		$13.5M Sell
140,440
-1,922
-1% -$189K 2.48% 12
2020
Q2 		$13.4M Buy
142,362
+1,100
+0.8% +$104K 2.52% 12
2020
Q1 		$12.7M Buy
141,262
+38,113
+37% +$4.63M 2.81% 11
2019
Q4 		$14.4M Sell
103,149
-166
-0.2% -$21.3K 2.48% 16
2019
Q3 		$12.2M Sell
103,315
-116
-0.1% -$13.1K 1.32% 42
2019
Q2 		$11.6M Buy
+103,431
New +$11.4M 1.2% 45
2019
Q1 		– Sell
-2,923
Closed -$285K – 105
2018
Q4 		$285K Buy
2,923
+332
+13% +$35.4K 0.03% 98
2018
Q3 		$292K Buy
2,591
+219
+9% +$24.9K 0.03% 99
2018
Q2 		$247K Sell
2,372
-8
-0.3% -$878 0.03% 101
2018
Q1 		$262K Hold
2,380
– – 0.03% 101
2017
Q4 		$255K Buy
2,380
+109
+5% +$11K 0.03% 105
2017
Q3 		$217K Sell
2,271
-100
-4% -$9.22K 0.02% 105
2017
Q2 		$217K Buy
+2,371
New +$205K 0.02% 105
2015
Q3 		– Sell
-3,036
Closed -$206K – 68
2015
Q2 		$206K Buy
+3,036
New +$198K 0.01% 65
2014
Q2 		– Sell
-8,700
Closed -$528K – 93
2014
Q1 		$528K Buy
8,700
+1,050
+14% +$60.7K 0.09% 65
2013
Q4 		$447K Sell
7,650
-250
-3% -$13.7K 0.09% 63
2013
Q3 		$408K Hold
7,900
– – 0.09% 63
2013
Q2 		$417K Buy
+7,900
New +$402K 0.09% 67

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

Torray Investment Partners's JPM Position: Q1 2026 in Review

Torray Investment Partners held its JPMorgan Chase (JPM) position steady in Q1 2026 at 38,859 shares worth $11.4M. The position accounts for 1.68% of the portfolio, ranked #25.

Torray Investment Partners first reported a position in JPM in Q2 2013 and has held it in 40 quarters since. The position peaked at $19M in Q4 2024. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Torray Investment Partners held 38,859 shares of JPMorgan Chase worth $11.4M as of Q1 2026.
  • Torray Investment Partners left its JPMorgan Chase share count unchanged in Q1 2026.
  • JPMorgan Chase made up 1.68% of Torray Investment Partners's portfolio in Q1 2026, its #25 holding.
  • Torray Investment Partners first reported a position in JPMorgan Chase in Q2 2013 and has held it in 40 quarters since.
  • Torray Investment Partners's JPMorgan Chase position peaked at $19M in Q4 2024.
  • 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Torray Investment Partners's 13F filing for Q1 2026, filed 1 May 2026.