Triglav Skladi’s JPMorgan Chase JPM Stock Holding History

Triglav Skladi’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	$41.7M	Sell	141,675 -57,819	-29%	-$17.5M	2.92%	9
2025 Q4	$64.3M	Buy	199,494 +2,403	+1%	+$744K	4.06%	6
2025 Q3	$62.2M	Buy	197,091 +6,110	+3%	+$1.82M	4.07%	6
2025 Q2	$55.4M	Buy	190,981 +4,918	+3%	+$1.26M	4%	7
2025 Q1	$45.6M	Sell	186,063 -2,109	-1%	-$538K	3.82%	6
2024 Q4	$45.1M	Buy	+188,172	New	+$43.8M	3.55%	6

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

Triglav Skladi's JPM Position: Q1 2026 in Review

Triglav Skladi reduced its JPMorgan Chase (JPM) stake by 29% in Q1 2026, selling an estimated $17.5M and leaving 141,675 shares worth $41.7M. The position accounts for 2.92% of the portfolio, ranked #9.

Triglav Skladi first reported a position in JPM in Q4 2024 and has held it in 6 quarters since. The position peaked at $64.3M in Q4 2025. 5,053 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Triglav Skladi held 141,675 shares of JPMorgan Chase worth $41.7M as of Q1 2026.
Triglav Skladi sold 57,819 JPMorgan Chase shares in Q1 2026, an estimated $17.5M.
JPMorgan Chase made up 2.92% of Triglav Skladi's portfolio in Q1 2026, its #9 holding.
Triglav Skladi first reported a position in JPMorgan Chase in Q4 2024 and has held it in 6 quarters since.
Triglav Skladi's JPMorgan Chase position peaked at $64.3M in Q4 2025.
5,053 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Triglav Skladi's 13F filing for Q1 2026, filed 4 May 2026.