Alpha Family Trust’s JPMorgan Chase JPM Stock Holding History

Alpha Family Trust’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	$1.75M	Hold	5,950	–	–	0.85%	21
2025 Q4	$1.92M	Hold	5,950	–	–	0.87%	19
2025 Q3	$1.88M	Hold	5,950	–	–	0.88%	16
2025 Q2	$1.72M	Hold	5,950	–	–	0.85%	17
2025 Q1	$1.46M	Hold	5,950	–	–	0.85%	16
2024 Q4	$1.43M	Hold	5,950	–	–	0.8%	15
2024 Q3	$1.25M	Hold	5,950	–	–	0.7%	21
2024 Q2	$1.2M	Hold	5,950	–	–	0.71%	22
2024 Q1	$1.19M	Hold	5,950	–	–	0.72%	20
2023 Q4	$1.01M	Hold	5,950	–	–	0.68%	28
2023 Q3	$863K	Hold	5,950	–	–	0.66%	28
2023 Q2	$865K	Buy	5,950 +275	+5%	+$37.8K	0.6%	27
2023 Q1	$740K	Sell	5,675 -335	-6%	-$45.9K	0.59%	29
2022 Q4	$806K	Buy	+6,010	New	+$762K	0.73%	23
2022 Q3	–	Sell	-3,730	Closed	-$420K	–	52
2022 Q2	$420K	Buy	+3,730	New	+$462K	0.27%	25

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

Alpha Family Trust's JPM Position: Q1 2026 in Review

Alpha Family Trust held its JPMorgan Chase (JPM) position steady in Q1 2026 at 5,950 shares worth $1.75M. The position accounts for 0.85% of the portfolio, ranked #21.

Alpha Family Trust first reported a position in JPM in Q2 2022 and has held it in 15 quarters since. The position peaked at $1.92M in Q4 2025. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Alpha Family Trust held 5,950 shares of JPMorgan Chase worth $1.75M as of Q1 2026.
Alpha Family Trust left its JPMorgan Chase share count unchanged in Q1 2026.
JPMorgan Chase made up 0.85% of Alpha Family Trust's portfolio in Q1 2026, its #21 holding.
Alpha Family Trust first reported a position in JPMorgan Chase in Q2 2022 and has held it in 15 quarters since.
Alpha Family Trust's JPMorgan Chase position peaked at $1.92M in Q4 2025.
5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Alpha Family Trust's 13F filing for Q1 2026, filed 13 May 2026.