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Xponance’s JPMorgan Chase JPM Stock Holding History

Xponance’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 		$144M Buy
490,494
+72,470
+17% +$22M 1.03% 12
2025
Q4 		$135M Buy
418,024
+18,219
+5% +$5.64M 1.01% 12
2025
Q3 		$126M Sell
399,805
-27,228
-6% -$8.1M 1% 13
2025
Q2 		$124M Buy
427,033
+10,498
+3% +$2.68M 1.03% 13
2025
Q1 		$102M Sell
416,535
-624
-0.1% -$159K 0.99% 15
2024
Q4 		$100M Buy
417,159
+3,608
+0.9% +$840K 0.91% 15
2024
Q3 		$87.2M Sell
413,551
-2,351
-0.6% -$495K 0.84% 16
2024
Q2 		$84.1M Sell
415,902
-32,301
-7% -$6.31M 0.86% 15
2024
Q1 		$89.8M Buy
448,203
+27,127
+6% +$4.89M 0.94% 16
2023
Q4 		$71.6M Buy
421,076
+37,990
+10% +$5.76M 0.86% 16
2023
Q3 		$55.6M Buy
383,086
+12,317
+3% +$1.85M 0.76% 19
2023
Q2 		$53.9M Sell
370,769
-19,114
-5% -$2.63M 0.72% 18
2023
Q1 		$50.8M Buy
389,883
+11,004
+3% +$1.51M 0.74% 22
2022
Q4 		$50.8M Buy
378,879
+61,946
+20% +$7.85M 0.82% 19
2022
Q3 		$33.1M Buy
316,933
+69,554
+28% +$7.98M 0.64% 24
2022
Q2 		$27.9M Buy
247,379
+10,083
+4% +$1.25M 0.56% 27
2022
Q1 		$32.3M Sell
237,296
-15,771
-6% -$2.33M 0.54% 26
2021
Q4 		$40.1M Buy
253,067
+38,808
+18% +$6.37M 0.63% 23
2021
Q3 		$35.1M Sell
214,259
-16,929
-7% -$2.65M 0.67% 18
2021
Q2 		$36M Buy
231,188
+14,584
+7% +$2.29M 0.66% 17
2021
Q1 		$33M Sell
216,604
-816
-0.4% -$117K 0.7% 21
2020
Q4 		$27.6M Buy
217,420
+5,006
+2% +$560K 0.6% 28
2020
Q3 		$20.4M Buy
212,414
+1,754
+0.8% +$172K 0.5% 36
2020
Q2 		$19.8M Buy
+210,660
New +$20M 0.51% 31

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

Xponance's JPM Position: Q1 2026 in Review

Xponance increased its JPMorgan Chase (JPM) stake by 17% in Q1 2026, buying an estimated $22M and bringing the position to 490,494 shares worth $144M. The position accounts for 1.03% of the portfolio, ranked #12.

Xponance first reported a position in JPM in Q2 2020 and has held it in 24 quarters since. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Xponance held 490,494 shares of JPMorgan Chase worth $144M as of Q1 2026.
  • Xponance bought 72,470 JPMorgan Chase shares in Q1 2026, an estimated $22M.
  • JPMorgan Chase made up 1.03% of Xponance's portfolio in Q1 2026, its #12 holding.
  • Xponance first reported a position in JPMorgan Chase in Q2 2020 and has held it in 24 quarters since.
  • 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Xponance's 13F filing for Q1 2026, filed 13 May 2026.