UM
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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
2020
Q4 		– Sell
-150,000
Closed -$14.4M – 65
2020
Q3 		$14.4M Buy
+150,000
New +$14.7M 1.58% 16

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

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.