Total Investment Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.19M | Buy |
4,032
+122
| +3% | +$37K | 0.14% | 23 |
|
|
2025
Q4 | $1.26M | Buy |
3,910
+2
| +0.1% | +$619 | 0.16% | 23 |
|
|
2025
Q3 | $1.23M | Sell |
3,908
-10
| -0.3% | -$2.97K | 0.16% | 23 |
|
|
2025
Q2 | $1.14M | Sell |
3,918
-8
| -0.2% | -$2.04K | 0.16% | 23 |
|
|
2025
Q1 | $963K | Buy |
3,926
+3
| +0.1% | +$765 | 0.13% | 29 |
|
|
2024
Q4 | $940K | Buy |
3,923
+203
| +5% | +$47.3K | 0.13% | 31 |
|
|
2024
Q3 | $784K | Sell |
3,720
-111
| -3% | -$23.4K | 0.09% | 31 |
|
|
2024
Q2 | $775K | Sell |
3,831
-9
| -0.2% | -$1.76K | 0.1% | 30 |
|
|
2024
Q1 | $769K | Buy |
3,840
+151
| +4% | +$27.2K | 0.1% | 29 |
|
|
2023
Q4 | $627K | Buy |
3,689
+6
| +0.2% | +$909 | 0.08% | 35 |
|
|
2023
Q3 | $534K | Buy |
3,683
+62
| +2% | +$9.29K | 0.08% | 37 |
|
|
2023
Q2 | $527K | Buy |
3,621
+208
| +6% | +$28.6K | 0.07% | 36 |
|
|
2023
Q1 | $445K | Buy |
3,413
+24
| +0.7% | +$3.29K | 0.08% | 37 |
|
|
2022
Q4 | $454K | Sell |
3,389
-43
| -1% | -$5.45K | 0.11% | 31 |
|
|
2022
Q3 | $359K | Sell |
3,432
-175
| -5% | -$20.1K | 0.07% | 36 |
|
|
2022
Q2 | $406K | Sell |
3,607
-88
| -2% | -$10.9K | 0.07% | 40 |
|
|
2022
Q1 | $504K | Buy |
3,695
+27
| +0.7% | +$3.98K | 0.1% | 39 |
|
|
2021
Q4 | $581K | Buy |
3,668
+140
| +4% | +$23K | 0.1% | 39 |
|
|
2021
Q3 | $577K | Sell |
3,528
-16
| -0.5% | -$2.51K | 0.14% | 30 |
|
|
2021
Q2 | $551K | Buy |
3,544
+606
| +21% | +$95.2K | 0.1% | 32 |
|
|
2021
Q1 | $265K | Sell |
2,938
-525
| -15% | -$75.5K | 0.07% | 39 |
|
|
2020
Q4 | $440K | Sell |
3,463
-41
| -1% | -$4.58K | 0.09% | 28 |
|
|
2020
Q3 | $344K | Buy |
3,504
+312
| +10% | +$30.6K | 0.1% | 29 |
|
|
2020
Q2 | $300K | Buy |
3,192
+254
| +9% | +$24.1K | 0.1% | 25 |
|
|
2020
Q1 | $265K | Buy |
2,938
+3
| +0.1% | +$364 | 0.07% | 39 |
|
|
2019
Q4 | $409K | Sell |
2,935
-4
| -0.1% | -$513 | 0.08% | 33 |
|
|
2019
Q3 | $346K | Hold |
2,939
| – | – | 0.07% | 35 |
|
|
2019
Q2 | $325K | Buy |
2,939
+2
| +0.1% | +$221 | 0.07% | 37 |
|
|
2019
Q1 | $321K | Buy |
2,937
+10
| +0.3% | +$1.03K | 0.08% | 36 |
|
|
2018
Q4 | $305K | Buy |
2,927
+6
| +0.2% | +$639 | 0.1% | 35 |
|
|
2018
Q3 | $330K | Buy |
2,921
+2
| +0.1% | +$227 | 0.07% | 28 |
|
|
2018
Q2 | $304K | Buy |
2,919
+2
| +0.1% | +$219 | 0.07% | 30 |
|
|
2018
Q1 | $321K | Buy |
2,917
+2
| +0.1% | +$226 | 0.08% | 29 |
|
|
2017
Q4 | $312K | Buy |
2,915
+3
| +0.1% | +$304 | 0.09% | 25 |
|
|
2017
Q3 | $278K | Buy |
2,912
+2
| +0.1% | +$184 | 0.1% | 25 |
|
|
2017
Q2 | $266K | Sell |
2,910
-90
| -3% | -$7.77K | 0.09% | 27 |
|
|
2017
Q1 | $264K | Buy |
3,000
+396
| +15% | +$34.9K | 0.09% | 28 |
|
|
2016
Q4 | $225K | Buy |
+2,604
| New | +$199K | 0.07% | 32 |
|
Other funds holding JPM
VCM
VPM
Total Investment Management's JPM Position: Q1 2026 in Review
Total Investment Management increased its JPMorgan Chase (JPM) stake by 3.1% in Q1 2026, buying an estimated $37K and bringing the position to 4,032 shares worth $1.19M. The position accounts for 0.14% of the portfolio, ranked #23.
Total Investment Management first reported a position in JPM in Q4 2016 and has held it in 38 quarters since. The position peaked at $1.26M in Q4 2025. 5,055 funds tracked by Wall St. Rank hold JPM as of Q1 2026.
- Total Investment Management held 4,032 shares of JPMorgan Chase worth $1.19M as of Q1 2026.
- Total Investment Management bought 122 JPMorgan Chase shares in Q1 2026, an estimated $37K.
- JPMorgan Chase made up 0.14% of Total Investment Management's portfolio in Q1 2026, its #23 holding.
- Total Investment Management first reported a position in JPMorgan Chase in Q4 2016 and has held it in 38 quarters since.
- Total Investment Management's JPMorgan Chase position peaked at $1.26M in Q4 2025.
- 5,055 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.
Based on Total Investment Management's 13F filing for Q1 2026, filed 13 Apr 2026.