Yarbrough Capital’s JPMorgan Chase JPM Stock Holding History

Yarbrough Capital’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	$28.8M	Hold	97,875	–	–	1.01%	18
2025 Q4	$31.5M	Hold	97,875	–	–	0.98%	16
2025 Q3	$30.9M	Hold	97,875	–	–	0.96%	18
2025 Q2	$28.4M	Hold	97,875	–	–	1.01%	17
2025 Q1	$24M	Hold	97,875	–	–	1.03%	18
2024 Q4	$23.5M	Hold	97,875	–	–	0.9%	19
2024 Q3	$20.6M	Hold	97,875	–	–	0.84%	18
2024 Q2	$19.8M	Hold	97,875	–	–	0.82%	19
2024 Q1	$19.6M	Hold	97,875	–	–	0.85%	19
2023 Q4	$16.6M	Hold	97,875	–	–	0.87%	20
2023 Q3	$14.2M	Hold	97,875	–	–	0.83%	21
2023 Q2	$14.2M	Hold	97,875	–	–	0.81%	21
2023 Q1	$12.8M	Hold	97,875	–	–	1.04%	21
2022 Q4	$13.1M	Hold	97,875	–	–	1.04%	21
2022 Q3	$10.2M	Hold	97,875	–	–	0.82%	21
2022 Q2	$11M	Sell	97,875 -2	-0%	-$248	0.83%	23
2022 Q1	$13.3M	Buy	97,877 +2	+0%	+$295	0.76%	21
2021 Q4	$15.5M	Buy	+97,875	New	+$16.1M	0.83%	19

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

Yarbrough Capital's JPM Position: Q1 2026 in Review

Yarbrough Capital held its JPMorgan Chase (JPM) position steady in Q1 2026 at 97,875 shares worth $28.8M. The position accounts for 1.01% of the portfolio, ranked #18.

Yarbrough Capital first reported a position in JPM in Q4 2021 and has held it in 18 quarters since. The position peaked at $31.5M in Q4 2025. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Yarbrough Capital held 97,875 shares of JPMorgan Chase worth $28.8M as of Q1 2026.
Yarbrough Capital left its JPMorgan Chase share count unchanged in Q1 2026.
JPMorgan Chase made up 1.01% of Yarbrough Capital's portfolio in Q1 2026, its #18 holding.
Yarbrough Capital first reported a position in JPMorgan Chase in Q4 2021 and has held it in 18 quarters since.
Yarbrough Capital's JPMorgan Chase position peaked at $31.5M in Q4 2025.
5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Yarbrough Capital's 13F filing for Q1 2026, filed 14 Apr 2026.