Winmill & Co’s JPMorgan Chase JPM Stock Holding History

Winmill & Co’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	$2M	Hold	6,800	–	–	0.58%	32
2025 Q4	$2.19M	Hold	6,800	–	–	0.58%	26
2025 Q3	$2.14M	Hold	6,800	–	–	0.52%	32
2025 Q2	$1.97M	Hold	6,800	–	–	0.55%	33
2025 Q1	$1.67M	Hold	6,800	–	–	0.51%	34
2024 Q4	$1.63M	Hold	6,800	–	–	0.53%	32
2024 Q3	$1.43M	Hold	6,800	–	–	0.48%	32
2024 Q2	$1.38M	Hold	6,800	–	–	0.47%	35
2024 Q1	$1.36M	Hold	6,800	–	–	0.39%	40
2023 Q4	$1.16M	Hold	6,800	–	–	0.37%	43
2023 Q3	$986K	Hold	6,800	–	–	0.36%	46
2023 Q2	$989K	Hold	6,800	–	–	0.35%	47
2023 Q1	$886K	Hold	6,800	–	–	0.33%	49
2022 Q4	$912K	Hold	6,800	–	–	0.33%	51
2022 Q3	$711K	Hold	6,800	–	–	0.28%	53
2022 Q2	$766K	Hold	6,800	–	–	0.28%	56
2022 Q1	$927K	Hold	6,800	–	–	0.28%	57
2021 Q4	$1.08M	Hold	6,800	–	–	0.31%	58
2021 Q3	$1.11M	Hold	6,800	–	–	0.36%	59
2021 Q2	$1.06M	Hold	6,800	–	–	0.38%	57
2021 Q1	$1.03M	Hold	6,800	–	–	0.38%	59
2020 Q4	$864K	Hold	6,800	–	–	0.34%	69
2020 Q3	$655K	Hold	6,800	–	–	0.27%	75
2020 Q2	$640K	Hold	6,800	–	–	0.26%	83
2020 Q1	$612K	Hold	6,800	–	–	0.33%	79
2019 Q4	$948K	Hold	6,800	–	–	0.32%	87
2019 Q3	$800K	Buy	+6,800	New	+$769K	0.34%	83

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

Winmill & Co's JPM Position: Q1 2026 in Review

Winmill & Co held its JPMorgan Chase (JPM) position steady in Q1 2026 at 6,800 shares worth $2M. The position accounts for 0.58% of the portfolio, ranked #32.

Winmill & Co first reported a position in JPM in Q3 2019 and has held it in 27 quarters since. The position peaked at $2.19M in Q4 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Winmill & Co held 6,800 shares of JPMorgan Chase worth $2M as of Q1 2026.
Winmill & Co left its JPMorgan Chase share count unchanged in Q1 2026.
JPMorgan Chase made up 0.58% of Winmill & Co's portfolio in Q1 2026, its #32 holding.
Winmill & Co first reported a position in JPMorgan Chase in Q3 2019 and has held it in 27 quarters since.
Winmill & Co's JPMorgan Chase position peaked at $2.19M in Q4 2025.
5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Winmill & Co's 13F filing for Q1 2026, filed 14 May 2026.