YDMI
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Y.D. More Investments’s JPMorgan Chase JPM Stock Holding History

Y.D. More Investments’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 		$5.19M Buy
17,679
+9,711
+122% +$2.95M 0.2% 49
2025
Q4 		$2.57M Sell
7,968
-348
-4% -$108K 0.12% 74
2025
Q3 		$2.62M Sell
8,316
-596
-7% -$177K 0.15% 73
2025
Q2 		$2.58M Sell
8,912
-1,300
-13% -$332K 0.18% 71
2025
Q1 		$2.5M Buy
10,212
+612
+6% +$156K 0.22% 63
2024
Q4 		$2.3M Buy
9,600
+1,926
+25% +$449K 0.21% 67
2024
Q3 		$1.62M Sell
7,674
-5,493
-42% -$1.16M 0.17% 89
2024
Q2 		$2.66M Sell
13,167
-250
-2% -$48.9K 0.27% 58
2024
Q1 		$2.69M Sell
13,417
-864
-6% -$156K 0.48% 53
2023
Q4 		$2.43M Sell
14,281
-62
-0.4% -$9.4K 0.47% 50
2023
Q3 		$2.08M Sell
14,343
-190
-1% -$28.5K 0.4% 49
2023
Q2 		$2.11M Buy
14,533
+12,008
+476% +$1.65M 0.49% 37
2023
Q1 		$329K Buy
2,525
+490
+24% +$67.1K 0.07% 109
2022
Q4 		$271K Buy
+2,035
New +$258K 0.07% 141

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

Y.D. More Investments's JPM Position: Q1 2026 in Review

Y.D. More Investments increased its JPMorgan Chase (JPM) stake by 122% in Q1 2026, buying an estimated $2.95M and bringing the position to 17,679 shares worth $5.19M. The position accounts for 0.2% of the portfolio, ranked #49.

Y.D. More Investments first reported a position in JPM in Q4 2022 and has held it in 14 quarters since. 5,053 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Y.D. More Investments held 17,679 shares of JPMorgan Chase worth $5.19M as of Q1 2026.
  • Y.D. More Investments bought 9,711 JPMorgan Chase shares in Q1 2026, an estimated $2.95M.
  • JPMorgan Chase made up 0.2% of Y.D. More Investments's portfolio in Q1 2026, its #49 holding.
  • Y.D. More Investments first reported a position in JPMorgan Chase in Q4 2022 and has held it in 14 quarters since.
  • 5,053 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Y.D. More Investments's 13F filing for Q1 2026, filed 4 May 2026.