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Annis Gardner Whiting Capital Advisors’s JPMorgan Chase JPM Stock Holding History

Annis Gardner Whiting Capital Advisors’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 		$5.96M Buy
20,252
+961
+5% +$292K 0.95% 15
2025
Q4 		$6.22M Buy
19,291
+3,439
+22% +$1.06M 1.18% 12
2025
Q3 		$5M Buy
15,852
+1,102
+7% +$328K 1.03% 12
2025
Q2 		$4.28M Buy
14,750
+798
+6% +$204K 1.48% 8
2025
Q1 		$3.42M Sell
13,952
-417
-3% -$106K 1.45% 10
2024
Q4 		$3.44M Sell
14,369
-277
-2% -$64.5K 0.96% 14
2024
Q3 		$3.09M Sell
14,646
-886
-6% -$187K 0.87% 14
2024
Q2 		$3.14M Buy
15,532
+9,452
+155% +$1.85M 0.89% 15
2024
Q1 		$1.22M Buy
6,080
+913
+18% +$165K 0.44% 32
2023
Q4 		$879K Buy
5,167
+500
+11% +$75.8K 0.39% 45
2023
Q3 		$677K Buy
+4,667
New +$700K 0.36% 47

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

Annis Gardner Whiting Capital Advisors's JPM Position: Q1 2026 in Review

Annis Gardner Whiting Capital Advisors increased its JPMorgan Chase (JPM) stake by 5% in Q1 2026, buying an estimated $292K and bringing the position to 20,252 shares worth $5.96M. The position accounts for 0.95% of the portfolio, ranked #15.

Annis Gardner Whiting Capital Advisors first reported a position in JPM in Q3 2023 and has held it in 11 quarters since. The position peaked at $6.22M in Q4 2025. 5,059 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Annis Gardner Whiting Capital Advisors held 20,252 shares of JPMorgan Chase worth $5.96M as of Q1 2026.
  • Annis Gardner Whiting Capital Advisors bought 961 JPMorgan Chase shares in Q1 2026, an estimated $292K.
  • JPMorgan Chase made up 0.95% of Annis Gardner Whiting Capital Advisors's portfolio in Q1 2026, its #15 holding.
  • Annis Gardner Whiting Capital Advisors first reported a position in JPMorgan Chase in Q3 2023 and has held it in 11 quarters since.
  • Annis Gardner Whiting Capital Advisors's JPMorgan Chase position peaked at $6.22M in Q4 2025.
  • 5,059 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q1 2026, filed 6 May 2026.