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Unconventional Investor’s JPMorgan Chase JPM Stock Holding History

Unconventional Investor’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 		$268K Sell
910
-1
-0.1% -$303 0.13% 40
2025
Q4 		$294K Sell
911
-4
-0.4% -$1.24K 0.14% 38
2025
Q3 		$289K Sell
915
-25
-3% -$7.43K 0.14% 38
2025
Q2 		$273K Sell
940
-56
-6% -$14.3K 0.15% 35
2025
Q1 		$244K Hold
996
– – 0.14% 30
2024
Q4 		$239K Hold
996
– – 0.14% 33
2024
Q3 		$210K Buy
+996
New +$210K 0.13% 33

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

Unconventional Investor's JPM Position: Q1 2026 in Review

Unconventional Investor reduced its JPMorgan Chase (JPM) stake by 0.11% in Q1 2026, selling an estimated $303 and leaving 910 shares worth $268K. The position accounts for 0.13% of the portfolio, ranked #40.

Unconventional Investor first reported a position in JPM in Q3 2024 and has held it in 7 quarters since. The position peaked at $294K in Q4 2025. 5,059 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Unconventional Investor held 910 shares of JPMorgan Chase worth $268K as of Q1 2026.
  • Unconventional Investor sold 1 JPMorgan Chase share in Q1 2026, an estimated $303.
  • JPMorgan Chase made up 0.13% of Unconventional Investor's portfolio in Q1 2026, its #40 holding.
  • Unconventional Investor first reported a position in JPMorgan Chase in Q3 2024 and has held it in 7 quarters since.
  • Unconventional Investor's JPMorgan Chase position peaked at $294K in Q4 2025.
  • 5,059 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Unconventional Investor's 13F filing for Q1 2026, filed 18 May 2026.