Wittenberg Investment Management’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 | $6.05M | Sell |
20,570
-100
| -0.5% | -$30.3K | 2.25% | 10 |
|
|
2025
Q4 | $6.66M | Sell |
20,670
-550
| -3% | -$170K | 2.55% | 8 |
|
|
2025
Q3 | $6.69M | Hold |
21,220
| – | – | 2.66% | 7 |
|
|
2025
Q2 | $6.15M | Sell |
21,220
-700
| -3% | -$179K | 2.69% | 8 |
|
|
2025
Q1 | $5.38M | Sell |
21,920
-10,133
| -32% | -$2.58M | 2.42% | 9 |
|
|
2024
Q4 | $9.79M | Sell |
32,053
-14,359
| -31% | -$3.34M | 3.84% | 6 |
|
|
2024
Q3 | $9.79M | Hold |
46,412
| – | – | 3.14% | 6 |
|
|
2024
Q2 | $9.39M | Hold |
46,412
| – | – | 3.2% | 6 |
|
|
2024
Q1 | $9.3M | Sell |
46,412
-28
| -0.1% | -$5.05K | 3.17% | 7 |
|
|
2023
Q4 | $7.9M | Hold |
46,440
| – | – | 2.74% | 8 |
|
|
2023
Q3 | $6.73M | Sell |
46,440
-175
| -0.4% | -$26.2K | 2.47% | 9 |
|
|
2023
Q2 | $6.78M | Sell |
46,615
-1,342
| -3% | -$185K | 2.45% | 8 |
|
|
2023
Q1 | $6.25M | Hold |
47,957
| – | – | 2.33% | 9 |
|
|
2022
Q4 | $6.43M | Sell |
47,957
-225
| -0.5% | -$28.5K | 2.62% | 7 |
|
|
2022
Q3 | $5.04M | Sell |
48,182
-110
| -0.2% | -$12.6K | 2.14% | 10 |
|
|
2022
Q2 | $5.44M | Sell |
48,292
-150
| -0.3% | -$18.6K | 2.3% | 9 |
|
|
2022
Q1 | $6.6M | Hold |
48,442
| – | – | 2.49% | 8 |
|
|
2021
Q4 | $7.67M | Sell |
48,442
-700
| -1% | -$115K | 2.79% | 8 |
|
|
2021
Q3 | $8.04M | Hold |
49,142
| – | – | 3.09% | 6 |
|
|
2021
Q2 | $7.64M | Buy |
49,142
+326
| +0.7% | +$51.2K | 3.08% | 7 |
|
|
2021
Q1 | $7.43M | Sell |
48,816
-4,000
| -8% | -$575K | 3.41% | 6 |
|
|
2020
Q4 | $6.71M | Sell |
52,816
-141
| -0.3% | -$15.8K | 3.27% | 6 |
|
|
2020
Q3 | $5.1M | Hold |
52,957
| – | – | 2.74% | 6 |
|
|
2020
Q2 | $4.98M | Hold |
52,957
| – | – | 2.78% | 7 |
|
|
2020
Q1 | $4.77M | Sell |
52,957
-334
| -0.6% | -$40.6K | 2.61% | 8 |
|
|
2019
Q4 | $7.43M | Sell |
53,291
-1,700
| -3% | -$218K | 2.88% | 6 |
|
|
2019
Q3 | $6.47M | Hold |
54,991
| – | – | 2.82% | 7 |
|
|
2019
Q2 | $6.15M | Sell |
54,991
-1,850
| -3% | -$204K | 2.63% | 8 |
|
|
2019
Q1 | $5.75M | Sell |
56,841
-150
| -0.3% | -$15.5K | 2.44% | 10 |
|
|
2018
Q4 | $5.56M | Buy |
56,991
+8,616
| +18% | +$918K | 2.62% | 9 |
|
|
2018
Q3 | $5.46M | Sell |
48,375
-700
| -1% | -$79.5K | 2.23% | 12 |
|
|
2018
Q2 | $5.11M | Hold |
49,075
| – | – | 2.16% | 12 |
|
|
2018
Q1 | $5.4M | Sell |
49,075
-1,730
| -3% | -$196K | 2.32% | 10 |
|
|
2017
Q4 | $5.43M | Sell |
50,805
-350
| -0.7% | -$35.4K | 2.36% | 8 |
|
|
2017
Q3 | $4.89M | Sell |
51,155
-623
| -1% | -$57.5K | 2.1% | 13 |
|
|
2017
Q2 | $4.73M | Buy |
51,778
+23
| +0% | +$1.99K | 2.15% | 11 |
|
|
2017
Q1 | $4.55M | Sell |
51,755
-14,000
| -21% | -$1.24M | 2.19% | 9 |
|
|
2016
Q4 | $5.67M | Buy |
+65,755
| New | +$5.01M | 2.58% | 9 |
|
Other funds holding JPM
VCM
VPM
Wittenberg Investment Management's JPM Position: Q1 2026 in Review
Wittenberg Investment Management reduced its JPMorgan Chase (JPM) stake by 0.48% in Q1 2026, selling an estimated $30.3K and leaving 20,570 shares worth $6.05M. The position accounts for 2.25% of the portfolio, ranked #10.
Wittenberg Investment Management first reported a position in JPM in Q4 2016 and has held it in 38 quarters since. The position peaked at $9.79M in Q4 2024. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.
- Wittenberg Investment Management held 20,570 shares of JPMorgan Chase worth $6.05M as of Q1 2026.
- Wittenberg Investment Management sold 100 JPMorgan Chase shares in Q1 2026, an estimated $30.3K.
- JPMorgan Chase made up 2.25% of Wittenberg Investment Management's portfolio in Q1 2026, its #10 holding.
- Wittenberg Investment Management first reported a position in JPMorgan Chase in Q4 2016 and has held it in 38 quarters since.
- Wittenberg Investment Management's JPMorgan Chase position peaked at $9.79M in Q4 2024.
- 5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.
Based on Wittenberg Investment Management's 13F filing for Q1 2026, filed 14 May 2026.