Twin Capital 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 | $13.7M | Sell |
46,629
-990
| -2% | -$300K | 1.77% | 9 |
|
|
2025
Q4 | $15.3M | Sell |
47,619
-532
| -1% | -$165K | 1.9% | 9 |
|
|
2025
Q3 | $15.2M | Sell |
48,151
-11,744
| -20% | -$3.49M | 1.91% | 8 |
|
|
2025
Q2 | $17.4M | Buy |
59,895
+472
| +0.8% | +$120K | 1.85% | 8 |
|
|
2025
Q1 | $14.6M | Sell |
59,423
-101
| -0.2% | -$25.7K | 1.7% | 9 |
|
|
2024
Q4 | $14.3M | Sell |
59,524
-6,032
| -9% | -$1.4M | 1.56% | 9 |
|
|
2024
Q3 | $13.8M | Sell |
65,556
-3,211
| -5% | -$676K | 1.56% | 9 |
|
|
2024
Q2 | $13.9M | Sell |
68,767
-5,966
| -8% | -$1.17M | 1.64% | 9 |
|
|
2024
Q1 | $15M | Sell |
74,733
-2,632
| -3% | -$475K | 1.86% | 7 |
|
|
2023
Q4 | $13.2M | Buy |
77,365
+3,160
| +4% | +$479K | 1.72% | 6 |
|
|
2023
Q3 | $10.8M | Sell |
74,205
-164
| -0.2% | -$24.6K | 1.55% | 10 |
|
|
2023
Q2 | $10.8M | Buy |
74,369
+2,541
| +4% | +$349K | 1.41% | 10 |
|
|
2023
Q1 | $9.36M | Sell |
71,828
-8,424
| -10% | -$1.15M | 1.28% | 12 |
|
|
2022
Q4 | $10.8M | Sell |
80,252
-322
| -0.4% | -$40.8K | 1.39% | 10 |
|
|
2022
Q3 | $8.42M | Buy |
80,574
+1,225
| +2% | +$141K | 1.14% | 13 |
|
|
2022
Q2 | $8.94M | Sell |
79,349
-2,341
| -3% | -$290K | 1.14% | 12 |
|
|
2022
Q1 | $11.1M | Sell |
81,690
-13,415
| -14% | -$1.98M | 1.2% | 12 |
|
|
2021
Q4 | $15.1M | Sell |
95,105
-6,546
| -6% | -$1.08M | 1.51% | 9 |
|
|
2021
Q3 | $16.6M | Sell |
101,651
-10,934
| -10% | -$1.71M | 1.7% | 6 |
|
|
2021
Q2 | $17.5M | Sell |
112,585
-1,270
| -1% | -$199K | 1.61% | 7 |
|
|
2021
Q1 | $17.3M | Sell |
113,855
-19,430
| -15% | -$2.8M | 1.73% | 5 |
|
|
2020
Q4 | $16.9M | Sell |
133,285
-5,583
| -4% | -$624K | 1.54% | 8 |
|
|
2020
Q3 | $13.4M | Sell |
138,868
-2,844
| -2% | -$279K | 1.21% | 13 |
|
|
2020
Q2 | $13.3M | Sell |
141,712
-7,816
| -5% | -$742K | 1.28% | 11 |
|
|
2020
Q1 | $13.5M | Sell |
149,528
-910
| -0.6% | -$111K | 1.46% | 9 |
|
|
2019
Q4 | $21M | Sell |
150,438
-55,175
| -27% | -$7.08M | 1.77% | 6 |
|
|
2019
Q3 | $24.2M | Buy |
205,613
+9,502
| +5% | +$1.07M | 1.75% | 6 |
|
|
2019
Q2 | $21.9M | Sell |
196,111
-56,168
| -22% | -$6.19M | 1.53% | 7 |
|
|
2019
Q1 | $25.5M | Sell |
252,279
-52,700
| -17% | -$5.43M | 1.26% | 14 |
|
|
2018
Q4 | $29.8M | Sell |
304,979
-3,210
| -1% | -$342K | 1.68% | 5 |
|
|
2018
Q3 | $34.8M | Buy |
308,189
+9,919
| +3% | +$1.13M | 1.6% | 5 |
|
|
2018
Q2 | $31.1M | Sell |
298,270
-8,643
| -3% | -$948K | 1.56% | 6 |
|
|
2018
Q1 | $33.8M | Sell |
306,913
-1,687
| -0.5% | -$191K | 1.74% | 5 |
|
|
2017
Q4 | $33M | Buy |
308,600
+5,390
| +2% | +$546K | 1.62% | 7 |
|
|
2017
Q3 | $29M | Buy |
303,210
+17,418
| +6% | +$1.61M | 1.52% | 7 |
|
|
2017
Q2 | $26.1M | Buy |
285,792
+23,322
| +9% | +$2.01M | 1.54% | 5 |
|
|
2017
Q1 | $23.1M | Sell |
262,470
-5,870
| -2% | -$518K | 1.43% | 5 |
|
|
2016
Q4 | $23.2M | Sell |
268,340
-2,850
| -1% | -$217K | 1.49% | 6 |
|
|
2016
Q3 | $18.1M | Buy |
271,190
+28,490
| +12% | +$1.86M | 1.21% | 11 |
|
|
2016
Q2 | $15.1M | Buy |
242,700
+27,600
| +13% | +$1.72M | 1.13% | 11 |
|
|
2016
Q1 | $12.7M | Buy |
215,100
+8,320
| +4% | +$486K | 0.99% | 20 |
|
|
2015
Q4 | $13.7M | Buy |
206,780
+23,520
| +13% | +$1.53M | 1.12% | 16 |
|
|
2015
Q3 | $11.2M | Buy |
183,260
+2,370
| +1% | +$155K | 1.06% | 19 |
|
|
2015
Q2 | $12.3M | Sell |
180,890
-3,230
| -2% | -$211K | 1.1% | 16 |
|
|
2015
Q1 | $11.2M | Buy |
184,120
+31,220
| +20% | +$1.85M | 0.98% | 19 |
|
|
2014
Q4 | $9.57M | Buy |
152,900
+8,690
| +6% | +$523K | 0.91% | 20 |
|
|
2014
Q3 | $8.69M | Sell |
144,210
-660
| -0.5% | -$38.6K | 0.88% | 21 |
|
|
2014
Q2 | $8.35M | Sell |
144,870
-5,020
| -3% | -$282K | 0.84% | 24 |
|
|
2014
Q1 | $9.1M | Buy |
149,890
+9,970
| +7% | +$576K | 0.96% | 20 |
|
|
2013
Q4 | $8.18M | Sell |
139,920
-55,270
| -28% | -$3.03M | 0.88% | 19 |
|
|
2013
Q3 | $10.1M | Sell |
195,190
-3,250
| -2% | -$174K | 1.08% | 16 |
|
|
2013
Q2 | $10.5M | Buy |
+198,440
| New | +$10.1M | 1.11% | 16 |
|
Other funds holding JPM
VCM
VPM
Twin Capital Management's JPM Position: Q1 2026 in Review
Twin Capital Management reduced its JPMorgan Chase (JPM) stake by 2.1% in Q1 2026, selling an estimated $300K and leaving 46,629 shares worth $13.7M. The position accounts for 1.77% of the portfolio, ranked #9.
Twin Capital Management first reported a position in JPM in Q2 2013 and has held it in 52 quarters since. The position peaked at $34.8M in Q3 2018. 5,055 funds tracked by Wall St. Rank hold JPM as of Q1 2026.
- Twin Capital Management held 46,629 shares of JPMorgan Chase worth $13.7M as of Q1 2026.
- Twin Capital Management sold 990 JPMorgan Chase shares in Q1 2026, an estimated $300K.
- JPMorgan Chase made up 1.77% of Twin Capital Management's portfolio in Q1 2026, its #9 holding.
- Twin Capital Management first reported a position in JPMorgan Chase in Q2 2013 and has held it in 52 quarters since.
- Twin Capital Management's JPMorgan Chase position peaked at $34.8M in Q3 2018.
- 5,055 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.
Based on Twin Capital Management's 13F filing for Q1 2026, filed 5 May 2026.