1248 Management’s JPMorgan Chase JPM Stock Holding History

1248 Management’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	$9.63M	Hold	32,729	–	–	4.46%	7
2025 Q4	$10.5M	Sell	32,729 -541	-2%	-$167K	5.64%	5
2025 Q3	$10.5M	Sell	33,270 -10,909	-25%	-$3.24M	5.92%	3
2025 Q2	$12.8M	Buy	44,179 +32	+0.1%	+$8.17K	4.73%	5
2025 Q1	$10.8M	Buy	44,147 +295	+0.7%	+$75.2K	4.63%	6
2024 Q4	$10.5M	Buy	+43,852	New	+$10.2M	4.53%	5

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

1248 Management's JPM Position: Q1 2026 in Review

1248 Management held its JPMorgan Chase (JPM) position steady in Q1 2026 at 32,729 shares worth $9.63M. The position accounts for 4.46% of the portfolio, ranked #7.

1248 Management first reported a position in JPM in Q4 2024 and has held it in 6 quarters since. The position peaked at $12.8M in Q2 2025. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

1248 Management held 32,729 shares of JPMorgan Chase worth $9.63M as of Q1 2026.
1248 Management left its JPMorgan Chase share count unchanged in Q1 2026.
JPMorgan Chase made up 4.46% of 1248 Management's portfolio in Q1 2026, its #7 holding.
1248 Management first reported a position in JPMorgan Chase in Q4 2024 and has held it in 6 quarters since.
1248 Management's JPMorgan Chase position peaked at $12.8M in Q2 2025.
5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on 1248 Management's 13F filing for Q1 2026, filed 15 May 2026.