Utah Retirement Systems’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 | $130M | Sell |
441,676
-13,968
| -3% | -$4.24M | 1.33% | 10 |
|
|
2025
Q4 | $147M | Sell |
455,644
-3,213
| -0.7% | -$995K | 1.4% | 10 |
|
|
2025
Q3 | $145M | Sell |
458,857
-2,459
| -0.5% | -$731K | 1.41% | 10 |
|
|
2025
Q2 | $134M | Sell |
461,316
-4,021
| -0.9% | -$1.03M | 1.4% | 10 |
|
|
2025
Q1 | $114M | Sell |
465,337
-732
| -0.2% | -$187K | 1.32% | 11 |
|
|
2024
Q4 | $112M | Sell |
466,069
-8,300
| -2% | -$1.93M | 1.23% | 10 |
|
|
2024
Q3 | $100M | Buy |
474,369
+2,100
| +0.4% | +$442K | 1.13% | 12 |
|
|
2024
Q2 | $95.5M | Sell |
472,269
-28,800
| -6% | -$5.63M | 1.13% | 11 |
|
|
2024
Q1 | $100M | Buy |
501,069
+200
| +0% | +$36.1K | 1.17% | 10 |
|
|
2023
Q4 | $85.2M | Buy |
500,869
+3,000
| +0.6% | +$455K | 1.09% | 11 |
|
|
2023
Q3 | $72.2M | Sell |
497,869
-4,100
| -0.8% | -$615K | 1.03% | 13 |
|
|
2023
Q2 | $73M | Sell |
501,969
-17,700
| -3% | -$2.43M | 1.01% | 13 |
|
|
2023
Q1 | $67.7M | Buy |
519,669
+1,600
| +0.3% | +$219K | 0.98% | 13 |
|
|
2022
Q4 | $69.5M | Sell |
518,069
-4,900
| -0.9% | -$621K | 1.1% | 10 |
|
|
2022
Q3 | $54.7M | Buy |
522,969
+2,600
| +0.5% | +$298K | 0.91% | 12 |
|
|
2022
Q2 | $58.6M | Sell |
520,369
-3,800
| -0.7% | -$471K | 0.94% | 14 |
|
|
2022
Q1 | $71.5M | Sell |
524,169
-9,600
| -2% | -$1.42M | 0.95% | 12 |
|
|
2021
Q4 | $84.5M | Sell |
533,769
-3,800
| -0.7% | -$624K | 1.04% | 10 |
|
|
2021
Q3 | $88M | Sell |
537,569
-35,900
| -6% | -$5.63M | 1.19% | 9 |
|
|
2021
Q2 | $89.2M | Sell |
573,469
-8,500
| -1% | -$1.33M | 1.15% | 9 |
|
|
2021
Q1 | $88.6M | Sell |
581,969
-25,600
| -4% | -$3.68M | 1.23% | 8 |
|
|
2020
Q4 | $77.2M | Buy |
607,569
+26,100
| +4% | +$2.92M | 1.1% | 9 |
|
|
2020
Q3 | $56M | Buy |
581,469
+3,900
| +0.7% | +$383K | 0.93% | 16 |
|
|
2020
Q2 | $54.3M | Sell |
577,569
-17,600
| -3% | -$1.67M | 1% | 10 |
|
|
2020
Q1 | $53.6M | Sell |
595,169
-100
| -0% | -$12.1K | 1.16% | 9 |
|
|
2019
Q4 | $83M | Sell |
595,269
-9,300
| -2% | -$1.19M | 1.46% | 5 |
|
|
2019
Q3 | $71.2M | Sell |
604,569
-9,700
| -2% | -$1.1M | 1.35% | 6 |
|
|
2019
Q2 | $68.7M | Sell |
614,269
-11,029
| -2% | -$1.22M | 1.32% | 7 |
|
|
2019
Q1 | $63.3M | Buy |
625,298
+3,082
| +0.5% | +$318K | 1.25% | 10 |
|
|
2018
Q4 | $60.7M | Sell |
622,216
-100
| -0% | -$10.7K | 1.37% | 6 |
|
|
2018
Q3 | $70.2M | Sell |
622,316
-5,300
| -0.8% | -$602K | 1.36% | 6 |
|
|
2018
Q2 | $65.4M | Sell |
627,616
-16,300
| -3% | -$1.79M | 1.35% | 6 |
|
|
2018
Q1 | $70.8M | Buy |
643,916
+1,000
| +0.2% | +$113K | 1.51% | 5 |
|
|
2017
Q4 | $68.8M | Sell |
642,916
-6,500
| -1% | -$658K | 1.44% | 7 |
|
|
2017
Q3 | $62M | Buy |
649,416
+900
| +0.1% | +$83K | 1.4% | 8 |
|
|
2017
Q2 | $59.3M | Sell |
648,516
-19,300
| -3% | -$1.67M | 1.38% | 8 |
|
|
2017
Q1 | $58.7M | Buy |
667,816
+700
| +0.1% | +$61.8K | 1.4% | 6 |
|
|
2016
Q4 | $57.6M | Hold |
667,116
| – | – | 1.45% | 5 |
|
|
2016
Q3 | $44.4M | Buy |
667,116
+100
| +0% | +$6.52K | 1.15% | 10 |
|
|
2016
Q2 | $41.4M | Sell |
667,016
-1,100
| -0.2% | -$68.7K | 1.1% | 11 |
|
|
2016
Q1 | $39.6M | Buy |
668,116
+2,400
| +0.4% | +$140K | 1.07% | 14 |
|
|
2015
Q4 | $44M | Buy |
665,716
+1,100
| +0.2% | +$71.6K | 1.19% | 9 |
|
|
2015
Q3 | $40.5M | Buy |
664,616
+3,600
| +0.5% | +$236K | 1.16% | 9 |
|
|
2015
Q2 | $44.8M | Sell |
661,016
-15,700
| -2% | -$1.03M | 1.19% | 9 |
|
|
2015
Q1 | $41M | Buy |
676,716
+22,300
| +3% | +$1.32M | 1.08% | 9 |
|
|
2014
Q4 | $41M | Sell |
654,416
-700
| -0.1% | -$42.1K | 1.13% | 10 |
|
|
2014
Q3 | $39.5M | Sell |
655,116
-1,500
| -0.2% | -$87.7K | 1.13% | 9 |
|
|
2014
Q2 | $37.8M | Sell |
656,616
-22,200
| -3% | -$1.25M | 1.08% | 10 |
|
|
2014
Q1 | $41.2M | Buy |
678,816
+4,800
| +0.7% | +$277K | 1.19% | 9 |
|
|
2013
Q4 | $39.4M | Hold |
674,016
| – | – | 1.17% | 9 |
|
|
2013
Q3 | $34.8M | Sell |
674,016
-5,800
| -0.9% | -$311K | 1.13% | 11 |
|
|
2013
Q2 | $35.9M | Buy |
+679,816
| New | +$34.6M | 1.21% | 10 |
|
Other funds holding JPM
VCM
VPM
Utah Retirement Systems's JPM Position: Q1 2026 in Review
Utah Retirement Systems reduced its JPMorgan Chase (JPM) stake by 3.1% in Q1 2026, selling an estimated $4.24M and leaving 441,676 shares worth $130M. The position accounts for 1.33% of the portfolio, ranked #10.
Utah Retirement Systems first reported a position in JPM in Q2 2013 and has held it in 52 quarters since. The position peaked at $147M in Q4 2025. 5,055 funds tracked by Wall St. Rank hold JPM as of Q1 2026.
- Utah Retirement Systems held 441,676 shares of JPMorgan Chase worth $130M as of Q1 2026.
- Utah Retirement Systems sold 13,968 JPMorgan Chase shares in Q1 2026, an estimated $4.24M.
- JPMorgan Chase made up 1.33% of Utah Retirement Systems's portfolio in Q1 2026, its #10 holding.
- Utah Retirement Systems first reported a position in JPMorgan Chase in Q2 2013 and has held it in 52 quarters since.
- Utah Retirement Systems's JPMorgan Chase position peaked at $147M in Q4 2025.
- 5,055 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.
Based on Utah Retirement Systems's 13F filing for Q1 2026, filed 15 May 2026.