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Venator Management’s JPMorgan Chase JPM Stock Holding History

Venator 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 		$14.8M Sell
50,215
-5,250
-9% -$1.59M 3.55% 11
2025
Q4 		$17.9M Sell
55,465
-600
-1% -$186K 4.03% 10
2025
Q3 		$17.7M Sell
56,065
-530
-0.9% -$158K 4.21% 10
2025
Q2 		$16.4M Buy
56,595
+25
+0% +$6.38K 4.24% 10
2025
Q1 		$13.9M Sell
56,570
-675
-1% -$172K 4.14% 10
2024
Q4 		$13.7M Sell
57,245
-205
-0.4% -$47.7K 3.95% 10
2024
Q3 		$12.1M Sell
57,450
-1,295
-2% -$273K 3.51% 11
2024
Q2 		$11.9M Sell
58,745
-2,830
-5% -$553K 3.59% 10
2024
Q1 		$12.3M Sell
61,575
-300
-0.5% -$54.1K 3.65% 11
2023
Q4 		$10.5M Sell
61,875
-375
-0.6% -$56.8K 3.48% 11
2023
Q3 		$9.03M Buy
62,250
+15
+0% +$2.25K 3.33% 11
2023
Q2 		$9.05M Sell
62,235
-75
-0.1% -$10.3K 3.3% 11
2023
Q1 		$8.12M Buy
62,310
+535
+0.9% +$73.3K 3.35% 11
2022
Q4 		$8.28M Buy
61,775
+1,042
+2% +$132K 3.77% 11
2022
Q3 		$6.35M Sell
60,733
-565
-0.9% -$64.8K 2.71% 14
2022
Q2 		$6.9M Sell
61,298
-1,613
-3% -$200K 2.85% 13
2022
Q1 		$8.58M Sell
62,911
-7,050
-10% -$1.04M 2.73% 15
2021
Q4 		$11.1M Sell
69,961
-86,141
-55% -$14.1M 3.03% 13
2021
Q3 		$25.6M Buy
156,102
+1,065
+0.7% +$167K 6.86% 6
2021
Q2 		$24.1M Buy
155,037
+27
+0% +$4.24K 6.54% 5
2021
Q1 		$23.6M Buy
155,010
+268
+0.2% +$38.6K 6.98% 5
2020
Q4 		$19.7M Buy
+154,742
New +$17.3M 6.45% 5

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

Venator Management's JPM Position: Q1 2026 in Review

Venator Management reduced its JPMorgan Chase (JPM) stake by 9.5% in Q1 2026, selling an estimated $1.59M and leaving 50,215 shares worth $14.8M. The position accounts for 3.55% of the portfolio, ranked #11.

Venator Management first reported a position in JPM in Q4 2020 and has held it in 22 quarters since. The position peaked at $25.6M in Q3 2021. 5,059 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Venator Management held 50,215 shares of JPMorgan Chase worth $14.8M as of Q1 2026.
  • Venator Management sold 5,250 JPMorgan Chase shares in Q1 2026, an estimated $1.59M.
  • JPMorgan Chase made up 3.55% of Venator Management's portfolio in Q1 2026, its #11 holding.
  • Venator Management first reported a position in JPMorgan Chase in Q4 2020 and has held it in 22 quarters since.
  • Venator Management's JPMorgan Chase position peaked at $25.6M in Q3 2021.
  • 5,059 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Venator Management's 13F filing for Q1 2026, filed 14 May 2026.