Alpine Bank Wealth Management’s JPMorgan Chase JPM Stock Holding History

Alpine Bank Wealth 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	$5.12M	Sell	17,417 -209	-1%	-$63.4K	0.74%	22
2025 Q4	$5.68M	Sell	17,626 -53	-0.3%	-$16.4K	0.8%	16
2025 Q3	$5.58M	Buy	17,679 +30	+0.2%	+$8.92K	0.78%	18
2025 Q2	$5.12M	Sell	17,649 -127	-0.7%	-$32.4K	0.77%	17
2025 Q1	$4.36M	Buy	+17,776	New	+$4.53M	0.7%	23
2024 Q3	$3.76M	Buy	+17,838	New	+$3.76M	0.6%	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

Alpine Bank Wealth Management's JPM Position: Q1 2026 in Review

Alpine Bank Wealth Management reduced its JPMorgan Chase (JPM) stake by 1.2% in Q1 2026, selling an estimated $63.4K and leaving 17,417 shares worth $5.12M. The position accounts for 0.74% of the portfolio, ranked #22.

Alpine Bank Wealth Management first reported a position in JPM in Q3 2024 and has held it in 6 quarters since. The position peaked at $5.68M in Q4 2025. 5,055 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Alpine Bank Wealth Management held 17,417 shares of JPMorgan Chase worth $5.12M as of Q1 2026.
Alpine Bank Wealth Management sold 209 JPMorgan Chase shares in Q1 2026, an estimated $63.4K.
JPMorgan Chase made up 0.74% of Alpine Bank Wealth Management's portfolio in Q1 2026, its #22 holding.
Alpine Bank Wealth Management first reported a position in JPMorgan Chase in Q3 2024 and has held it in 6 quarters since.
Alpine Bank Wealth Management's JPMorgan Chase position peaked at $5.68M in Q4 2025.
5,055 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Alpine Bank Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.