Van Cleef Asset Management’s JPMorgan Chase JPM Stock Holding History

Van Cleef Asset 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	$4.36M	Sell	14,825 -219	-1%	-$66.5K	0.47%	31
2025 Q4	$4.85M	Sell	15,044 -121	-0.8%	-$37.5K	0.49%	29
2025 Q3	$4.78M	Sell	15,165 -1,455	-9%	-$433K	0.49%	29
2025 Q2	$4.82M	Sell	16,620 -220	-1%	-$56.1K	0.52%	29
2025 Q1	$4.13M	Sell	16,840 -547	-3%	-$139K	0.47%	29
2024 Q4	$4.17M	Sell	17,387 -319	-2%	-$74.3K	0.46%	31
2024 Q3	$3.73M	Sell	17,706 -809	-4%	-$170K	0.41%	33
2024 Q2	$3.74M	Sell	18,515 -229	-1%	-$44.8K	0.47%	31
2024 Q1	$3.75M	Sell	18,744 -110	-0.6%	-$19.8K	0.47%	31
2023 Q4	$3.21M	Buy	18,854 +16	+0.1%	+$2.42K	0.45%	33
2023 Q3	$2.73M	Sell	18,838 -798	-4%	-$120K	0.43%	38
2023 Q2	$2.86M	Sell	19,636 -394	-2%	-$54.2K	0.44%	37
2023 Q1	$2.61M	Sell	20,030 -254	-1%	-$34.8K	0.41%	39
2022 Q4	$2.72M	Buy	20,284 +116	+0.6%	+$14.7K	0.45%	40
2022 Q3	$2.11M	Buy	20,168 +27	+0.1%	+$3.1K	0.41%	39
2022 Q2	$2.27M	Buy	20,141 +6	+0%	+$743	0.38%	41
2022 Q1	$2.75M	Buy	20,135 +5,968	+42%	+$881K	0.4%	39
2021 Q4	$2.24M	Buy	14,167 +356	+3%	+$58.5K	0.32%	42
2021 Q3	$2.26M	Sell	13,811 -94	-0.7%	-$14.7K	0.34%	40
2021 Q2	$2.16M	Sell	13,905 -229	-2%	-$36K	0.32%	43
2021 Q1	$2.15M	Sell	14,134 -294	-2%	-$42.3K	0.34%	42
2020 Q4	$1.83M	Buy	14,428 +273	+2%	+$30.5K	0.3%	43
2020 Q3	$1.36M	Sell	14,155 -2,004	-12%	-$197K	0.25%	47
2020 Q2	$1.52M	Sell	16,159 -423	-3%	-$40.1K	0.31%	45
2020 Q1	$1.49M	Buy	16,582 +90	+0.5%	+$10.9K	0.37%	43
2019 Q4	$2.3M	Sell	16,492 -469	-3%	-$60.2K	0.47%	41
2019 Q3	$2M	Sell	16,961 -129	-0.8%	-$14.6K	0.44%	39
2019 Q2	$1.91M	Sell	17,090 -179	-1%	-$19.7K	0.42%	41
2019 Q1	$1.75M	Sell	17,269 -262	-1%	-$27K	0.41%	41
2018 Q4	$1.71M	Sell	17,531 -178	-1%	-$19K	0.46%	40
2018 Q3	$2M	Sell	17,709 -64	-0.4%	-$7.26K	0.45%	38
2018 Q2	$1.85M	Sell	17,773 -3,690	-17%	-$405K	0.44%	40
2018 Q1	$2.36M	Sell	21,463 -574	-3%	-$65K	0.58%	35
2017 Q4	$2.36M	Sell	22,037 -449	-2%	-$45.5K	0.58%	35
2017 Q3	$2.15M	Sell	22,486 -10	-0%	-$922	0.59%	35
2017 Q2	$2.06M	Sell	22,496 -1,649	-7%	-$142K	0.6%	33
2017 Q1	$2.12M	Sell	24,145 -540	-2%	-$47.6K	0.65%	34
2016 Q4	$2.13M	Sell	24,685 -299	-1%	-$22.8K	0.68%	33
2016 Q3	$1.66M	Sell	24,984 -410	-2%	-$26.7K	0.55%	38
2016 Q2	$1.58M	Buy	25,394 +1,650	+7%	+$103K	0.54%	38
2016 Q1	$1.41M	Sell	23,744 -500	-2%	-$29.2K	0.5%	38
2015 Q4	$1.6M	Buy	24,244 +102	+0.4%	+$6.64K	0.59%	36
2015 Q3	$1.47M	Buy	24,142 +5,675	+31%	+$372K	0.58%	38
2015 Q2	$1.25M	Sell	18,467 -1,450	-7%	-$94.7K	0.47%	43
2015 Q1	$1.21M	Sell	19,917 -1,300	-6%	-$77K	0.45%	46
2014 Q4	$1.33M	Buy	21,217 +3,195	+18%	+$192K	0.49%	44
2014 Q3	$1.09M	Hold	18,022	–	–	0.45%	44
2014 Q2	$1.04M	Sell	18,022 -990	-5%	-$55.7K	0.44%	43
2014 Q1	$1.15M	Sell	19,012 -1,790	-9%	-$103K	0.51%	40
2013 Q4	$1.22M	Buy	20,802 +200	+1%	+$11K	0.54%	37
2013 Q3	$1.06M	Sell	20,602 -2,268	-10%	-$122K	0.53%	38
2013 Q2	$1.21M	Buy	+22,870	New	+$1.16M	0.64%	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

Van Cleef Asset Management's JPM Position: Q1 2026 in Review

Van Cleef Asset Management reduced its JPMorgan Chase (JPM) stake by 1.5% in Q1 2026, selling an estimated $66.5K and leaving 14,825 shares worth $4.36M. The position accounts for 0.47% of the portfolio, ranked #31.

Van Cleef Asset Management first reported a position in JPM in Q2 2013 and has held it in 52 quarters since. The position peaked at $4.85M in Q4 2025. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Van Cleef Asset Management held 14,825 shares of JPMorgan Chase worth $4.36M as of Q1 2026.
Van Cleef Asset Management sold 219 JPMorgan Chase shares in Q1 2026, an estimated $66.5K.
JPMorgan Chase made up 0.47% of Van Cleef Asset Management's portfolio in Q1 2026, its #31 holding.
Van Cleef Asset Management first reported a position in JPMorgan Chase in Q2 2013 and has held it in 52 quarters since.
Van Cleef Asset Management's JPMorgan Chase position peaked at $4.85M in Q4 2025.
5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Van Cleef Asset Management's 13F filing for Q1 2026, filed 1 May 2026.