AtlasMark Financial’s JPMorgan Chase JPM Stock Holding History

AtlasMark Financial’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	$306K	Hold	950	–	–	0.2%	33
2025 Q4	$306K	Hold	950	–	–	0.2%	33
2025 Q3	$300K	Hold	950	–	–	0.2%	32
2025 Q2	$275K	Sell	950 -12	-1%	-$3.06K	0.21%	33
2025 Q1	$236K	Buy	962 +12	+1%	+$3.06K	0.22%	36
2024 Q4	$228K	Hold	950	–	–	0.21%	37
2024 Q3	$200K	Buy	+950	New	+$200K	0.19%	40

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

AtlasMark Financial's JPM Position: Q1 2026 in Review

AtlasMark Financial held its JPMorgan Chase (JPM) position steady in Q1 2026 at 950 shares worth $306K. The position accounts for 0.2% of the portfolio, ranked #33.

AtlasMark Financial first reported a position in JPM in Q3 2024 and has held it in 7 quarters since. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

AtlasMark Financial held 950 shares of JPMorgan Chase worth $306K as of Q1 2026.
AtlasMark Financial left its JPMorgan Chase share count unchanged in Q1 2026.
JPMorgan Chase made up 0.2% of AtlasMark Financial's portfolio in Q1 2026, its #33 holding.
AtlasMark Financial first reported a position in JPMorgan Chase in Q3 2024 and has held it in 7 quarters since.
5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on AtlasMark Financial's 13F filing for Q1 2026, filed 22 Apr 2026.