Towercrest Capital Management’s JPMorgan Chase JPM Stock Holding History

Towercrest Capital 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	$1.24M	Buy	4,228 +24	+0.6%	+$7.28K	0.19%	48
2025 Q4	$1.35M	Sell	4,204 -65	-2%	-$20.1K	0.21%	47
2025 Q3	$1.35M	Sell	4,269 -108	-2%	-$32.1K	0.22%	49
2025 Q2	$1.27M	Sell	4,377 -402	-8%	-$103K	0.23%	44
2025 Q1	$1.17M	Sell	4,779 -4,680	-49%	-$1.19M	0.22%	44
2024 Q4	$2.27M	Sell	9,459 -40	-0.4%	-$9.32K	0.37%	42
2024 Q3	$2M	Sell	9,499 -805	-8%	-$170K	0.32%	41
2024 Q2	$2.08M	Hold	10,304	–	–	0.34%	41
2024 Q1	$2.06M	Hold	10,304	–	–	0.35%	42
2023 Q4	$1.75M	Buy	10,304 +27	+0.3%	+$4.09K	0.31%	45
2023 Q3	$1.49M	Buy	10,277 +2	+0%	+$300	0.29%	47
2023 Q2	$1.49M	Buy	10,275 +444	+5%	+$61.1K	0.28%	48
2023 Q1	$1.28M	Hold	9,831	–	–	0.27%	47
2022 Q4	$1.32M	Buy	9,831 +410	+4%	+$52K	0.29%	45
2022 Q3	$984K	Sell	9,421 -400	-4%	-$45.9K	0.23%	47
2022 Q2	$1.11M	Sell	9,821 -327	-3%	-$40.5K	0.25%	45
2022 Q1	$1.38M	Buy	10,148 +100	+1%	+$14.8K	0.27%	46
2021 Q4	$1.59M	Hold	10,048	–	–	0.29%	44
2021 Q3	$1.65M	Buy	10,048 +790	+9%	+$124K	0.31%	45
2021 Q2	$1.44M	Sell	9,258 -653	-7%	-$103K	0.28%	44
2021 Q1	$1.51M	Sell	9,911 -2,589	-21%	-$372K	0.32%	41
2020 Q4	$1.59M	Sell	12,500 -1,434	-10%	-$160K	0.36%	43
2020 Q3	$1.34M	Buy	13,934 +80	+0.6%	+$7.86K	0.33%	42
2020 Q2	$1.3M	Sell	13,854 -500	-3%	-$47.4K	0.34%	42
2020 Q1	$1.29M	Sell	14,354 -9,997	-41%	-$1.21M	0.39%	39
2019 Q4	$3.4M	Buy	24,351 +591	+2%	+$75.8K	0.87%	33
2019 Q3	$2.8M	Sell	23,760 -591	-2%	-$66.8K	0.78%	33
2019 Q2	$2.72M	Hold	24,351	–	–	0.77%	33
2019 Q1	$2.46M	Hold	24,351	–	–	0.71%	33
2018 Q4	$2.38M	Hold	24,351	–	–	0.76%	33
2018 Q3	$2.75M	Hold	24,351	–	–	0.81%	34
2018 Q2	$2.54M	Buy	24,351 +20,904	+606%	+$2.29M	0.8%	36
2018 Q1	$379K	Hold	3,447	–	–	0.26%	27
2017 Q4	$369K	Hold	3,447	–	–	0.27%	22
2017 Q3	$329K	Hold	3,447	–	–	0.25%	24
2017 Q2	$315K	Hold	3,447	–	–	0.25%	24
2017 Q1	$303K	Sell	3,447 -1,000	-22%	-$88.2K	0.25%	24
2016 Q4	$384K	Buy	4,447 +380	+9%	+$29K	0.33%	25
2016 Q3	$271K	Hold	4,067	–	–	0.24%	23
2016 Q2	$253K	Hold	4,067	–	–	0.24%	23
2016 Q1	$241K	Hold	4,067	–	–	0.26%	24
2015 Q4	$269K	Hold	4,067	–	–	0.29%	23
2015 Q3	$248K	Hold	4,067	–	–	0.27%	21
2015 Q2	$276K	Hold	4,067	–	–	0.29%	21
2015 Q1	$257K	Buy	+4,067	New	+$241K	0.27%	21

Other funds holding JPM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Towercrest Capital Management's JPM Position: Q1 2026 in Review

Towercrest Capital Management increased its JPMorgan Chase (JPM) stake by 0.57% in Q1 2026, buying an estimated $7.28K and bringing the position to 4,228 shares worth $1.24M. The position accounts for 0.19% of the portfolio, ranked #48.

Towercrest Capital Management first reported a position in JPM in Q1 2015 and has held it in 45 quarters since. The position peaked at $3.4M in Q4 2019. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Towercrest Capital Management held 4,228 shares of JPMorgan Chase worth $1.24M as of Q1 2026.
Towercrest Capital Management bought 24 JPMorgan Chase shares in Q1 2026, an estimated $7.28K.
JPMorgan Chase made up 0.19% of Towercrest Capital Management's portfolio in Q1 2026, its #48 holding.
Towercrest Capital Management first reported a position in JPMorgan Chase in Q1 2015 and has held it in 45 quarters since.
Towercrest Capital Management's JPMorgan Chase position peaked at $3.4M in Q4 2019.
5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Towercrest Capital Management's 13F filing for Q1 2026, filed 1 May 2026.