Ulysses Management’s JPMorgan Chase JPM Stock Holding History

Ulysses 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	$3.82M	Sell	13,000 -9,000	-41%	-$2.73M	0.48%	17
2025 Q4	$7.09M	Buy	22,000 +9,000	+69%	+$2.79M	1.3%	19
2025 Q3	$4.1M	Hold	13,000	–	–	0.3%	25
2025 Q2	$3.77M	Hold	13,000	–	–	0.38%	28
2025 Q1	$3.19M	Hold	13,000	–	–	0.46%	28
2024 Q4	$3.12M	Hold	13,000	–	–	0.5%	30
2024 Q3	$2.74M	Buy	13,000 +1,000	+8%	+$211K	0.26%	33
2024 Q2	$2.43M	Hold	12,000	–	–	0.34%	34
2024 Q1	$2.4M	Hold	12,000	–	–	0.2%	37
2023 Q4	$2.04M	Hold	12,000	–	–	0.18%	39
2023 Q3	$1.74M	Hold	12,000	–	–	0.16%	33
2023 Q2	$1.75M	Hold	12,000	–	–	0.16%	32
2023 Q1	$1.56M	Buy	12,000 +5,100	+74%	+$699K	0.32%	33
2022 Q4	$925K	Sell	6,900 -3,100	-31%	-$393K	0.22%	34
2022 Q3	$1.04M	Sell	10,000 -14,000	-58%	-$1.61M	0.15%	34
2022 Q2	$2.7M	Buy	24,000 +3,000	+14%	+$372K	0.42%	32
2022 Q1	$2.86M	Sell	21,000 -114,000	-84%	-$16.8M	0.34%	28
2021 Q4	$21.4M	Sell	135,000 -6,500	-5%	-$1.07M	2.34%	14
2021 Q3	$23.2M	Buy	141,500 +115,000	+434%	+$18M	2.43%	14
2021 Q2	$4.12M	Buy	26,500 +20,500	+342%	+$3.22M	0.52%	30
2021 Q1	$913K	Sell	6,000 -14,000	-70%	-$2.01M	0.1%	60
2020 Q4	$2.54M	Sell	20,000 -10,000	-33%	-$1.12M	0.46%	33
2020 Q3	$2.89M	Sell	30,000 -5,000	-14%	-$491K	0.32%	35
2020 Q2	$3.29M	Buy	35,000 +5,000	+17%	+$474K	0.47%	25
2020 Q1	$2.7M	Buy	30,000 +18,000	+150%	+$2.19M	0.54%	24
2019 Q4	$1.67M	Sell	12,000 -30,000	-71%	-$3.85M	0.16%	38
2019 Q3	$4.94M	Buy	42,000 +7,000	+20%	+$792K	0.46%	31
2019 Q2	$3.91M	Sell	35,000 -10,000	-22%	-$1.1M	0.35%	36
2019 Q1	$4.55M	Buy	45,000 +35,000	+350%	+$3.61M	0.41%	33
2018 Q4	$976K	Sell	10,000 -5,000	-33%	-$533K	0.13%	42
2018 Q3	$1.69M	Hold	15,000	–	–	0.13%	43
2018 Q2	$1.56M	Buy	+15,000	New	+$1.65M	0.14%	41
2015 Q3	–	Sell	-45,000	Closed	-$3.05M	–	59
2015 Q2	$3.05M	Buy	45,000 +15,000	+50%	+$979K	0.36%	27
2015 Q1	$1.82M	Buy	+30,000	New	+$1.78M	0.21%	39

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

Ulysses Management's JPM Position: Q1 2026 in Review

Ulysses Management reduced its JPMorgan Chase (JPM) stake by 41% in Q1 2026, selling an estimated $2.73M and leaving 13,000 shares worth $3.82M. The position accounts for 0.48% of the portfolio, ranked #17.

Ulysses Management first reported a position in JPM in Q1 2015 and has held it in 34 quarters since. The position peaked at $23.2M in Q3 2021. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Ulysses Management held 13,000 shares of JPMorgan Chase worth $3.82M as of Q1 2026.
Ulysses Management sold 9,000 JPMorgan Chase shares in Q1 2026, an estimated $2.73M.
JPMorgan Chase made up 0.48% of Ulysses Management's portfolio in Q1 2026, its #17 holding.
Ulysses Management first reported a position in JPMorgan Chase in Q1 2015 and has held it in 34 quarters since.
Ulysses Management's JPMorgan Chase position peaked at $23.2M in Q3 2021.
5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Ulysses Management's 13F filing for Q1 2026, filed 15 May 2026.