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Atwater Malick’s JPMorgan Chase JPM Stock Holding History

Atwater Malick’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 		$547K Sell
1,861
-19
-1% -$5.77K 0.15% 59
2025
Q4 		$606K Buy
1,880
+19
+1% +$5.88K 0.17% 50
2025
Q3 		$587K Hold
1,861
– – 0.17% 53
2025
Q2 		$540K Hold
1,861
– – 0.17% 52
2025
Q1 		$457K Hold
1,861
– – 0.15% 53
2024
Q4 		$446K Hold
1,861
– – 0.15% 52
2024
Q3 		$392K Hold
1,861
– – 0.13% 58
2024
Q2 		$376K Hold
1,861
– – 0.13% 58
2024
Q1 		$373K Buy
1,861
+38
+2% +$6.86K 0.13% 60
2023
Q4 		$310K Buy
+1,823
New +$276K 0.12% 58
2019
Q4 		– Sell
-631
Closed -$74K – 120
2019
Q3 		$74K Buy
+631
New +$71.4K 0.06% 59

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

Atwater Malick's JPM Position: Q1 2026 in Review

Atwater Malick reduced its JPMorgan Chase (JPM) stake by 1% in Q1 2026, selling an estimated $5.77K and leaving 1,861 shares worth $547K. The position accounts for 0.15% of the portfolio, ranked #59.

Atwater Malick first reported a position in JPM in Q3 2019 and has held it in 11 quarters since. The position peaked at $606K in Q4 2025. 5,052 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Atwater Malick held 1,861 shares of JPMorgan Chase worth $547K as of Q1 2026.
  • Atwater Malick sold 19 JPMorgan Chase shares in Q1 2026, an estimated $5.77K.
  • JPMorgan Chase made up 0.15% of Atwater Malick's portfolio in Q1 2026, its #59 holding.
  • Atwater Malick first reported a position in JPMorgan Chase in Q3 2019 and has held it in 11 quarters since.
  • Atwater Malick's JPMorgan Chase position peaked at $606K in Q4 2025.
  • 5,052 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Atwater Malick's 13F filing for Q1 2026, filed 22 Apr 2026.