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Trexquant Investment’s JPMorgan Chase JPM Stock Holding History

Trexquant Investment’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 		$28M Sell
95,105
-452
-0.5% -$137K 0.2% 86
2025
Q4 		$30.8M Buy
+95,557
New +$29.6M 0.27% 46
2025
Q2 		– Sell
-104,189
Closed -$25.6M – 1718
2025
Q1 		$25.6M Buy
+104,189
New +$26.6M 0.3% 56
2024
Q2 		– Sell
-167,237
Closed -$33.5M – 1694
2024
Q1 		$33.5M Buy
167,237
+976
+0.6% +$176K 0.67% 6
2023
Q4 		$28.3M Buy
+166,261
New +$25.2M 0.64% 11
2023
Q2 		– Sell
-318,342
Closed -$41.5M – 1612
2023
Q1 		$41.5M Buy
+318,342
New +$43.6M 1.14% 1
2022
Q3 		– Sell
-107,740
Closed -$12.1M – 1624
2022
Q2 		$12.1M Sell
107,740
-67,495
-39% -$8.36M 0.54% 25
2022
Q1 		$23.9M Buy
+175,235
New +$25.9M 1.12% 4
2021
Q2 		– Sell
-15,926
Closed -$2.42M – 1302
2021
Q1 		$2.42M Buy
+15,926
New +$2.29M 0.22% 114
2020
Q3 		– Sell
-74,237
Closed -$6.98M – 1378
2020
Q2 		$6.98M Buy
+74,237
New +$7.04M 0.48% 18
2019
Q4 		– Sell
-27,976
Closed -$3.29M – 1152
2019
Q3 		$3.29M Sell
27,976
-26,010
-48% -$2.94M 0.28% 104
2019
Q2 		$6.04M Buy
+53,986
New +$5.95M 0.54% 31
2018
Q4 		– Sell
-18,012
Closed -$2.03M – 1166
2018
Q3 		$2.03M Buy
+18,012
New +$2.04M 0.15% 202
2018
Q2 		– Sell
-5,984
Closed -$658K – 1053
2018
Q1 		$658K Buy
+5,984
New +$678K 0.05% 545
2015
Q4 		– Sell
-19,900
Closed -$1.21M – 1148
2015
Q3 		$1.21M Buy
+19,900
New +$1.3M 0.1% 340
2015
Q2 		– Sell
-22,900
Closed -$1.39M – 1099
2015
Q1 		$1.39M Buy
+22,900
New +$1.36M 0.14% 237

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

Trexquant Investment's JPM Position: Q1 2026 in Review

Trexquant Investment reduced its JPMorgan Chase (JPM) stake by 0.47% in Q1 2026, selling an estimated $137K and leaving 95,105 shares worth $28M. The position accounts for 0.2% of the portfolio, ranked #86.

Trexquant Investment first reported a position in JPM in Q1 2015 and has held it in 16 quarters since. The position peaked at $41.5M in Q1 2023. 5,053 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Trexquant Investment held 95,105 shares of JPMorgan Chase worth $28M as of Q1 2026.
  • Trexquant Investment sold 452 JPMorgan Chase shares in Q1 2026, an estimated $137K.
  • JPMorgan Chase made up 0.2% of Trexquant Investment's portfolio in Q1 2026, its #86 holding.
  • Trexquant Investment first reported a position in JPMorgan Chase in Q1 2015 and has held it in 16 quarters since.
  • Trexquant Investment's JPMorgan Chase position peaked at $41.5M in Q1 2023.
  • 5,053 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Trexquant Investment's 13F filing for Q1 2026, filed 15 May 2026.