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Balboa Wealth Partners’s JPMorgan Chase JPM Stock Holding History

Balboa Wealth Partners’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 		$2.82M Sell
9,601
-1,246
-11% -$378K 0.47% 34
2025
Q4 		$3.5M Buy
10,847
+317
+3% +$98.1K 0.58% 31
2025
Q3 		$3.32M Sell
10,530
-76
-0.7% -$22.6K 0.57% 33
2025
Q2 		$3.07M Buy
10,606
+1,098
+12% +$280K 0.62% 31
2025
Q1 		$2.33M Sell
9,508
-1,121
-11% -$286K 0.56% 34
2024
Q4 		$2.55M Buy
10,629
+61
+0.6% +$14.2K 0.58% 28
2024
Q3 		$2.23M Buy
10,568
+648
+7% +$136K 0.55% 31
2024
Q2 		$2.01M Buy
9,920
+1,503
+18% +$294K 0.53% 30
2024
Q1 		$1.69M Buy
8,417
+1,530
+22% +$276K 0.5% 38
2023
Q4 		$1.17M Sell
6,887
-607
-8% -$92K 0.39% 40
2023
Q3 		$1.09M Buy
7,494
+331
+5% +$49.6K 0.41% 35
2023
Q2 		$1.04M Buy
7,163
+543
+8% +$74.7K 0.36% 47
2023
Q1 		$863K Sell
6,620
-246
-4% -$33.7K 0.33% 58
2022
Q4 		$921K Sell
6,866
-631
-8% -$80K 0.42% 59
2022
Q3 		$783K Buy
+7,497
New +$860K 0.34% 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

Balboa Wealth Partners's JPM Position: Q1 2026 in Review

Balboa Wealth Partners reduced its JPMorgan Chase (JPM) stake by 11% in Q1 2026, selling an estimated $378K and leaving 9,601 shares worth $2.82M. The position accounts for 0.47% of the portfolio, ranked #34.

Balboa Wealth Partners first reported a position in JPM in Q3 2022 and has held it in 15 quarters since. The position peaked at $3.5M in Q4 2025. 5,061 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Balboa Wealth Partners held 9,601 shares of JPMorgan Chase worth $2.82M as of Q1 2026.
  • Balboa Wealth Partners sold 1,246 JPMorgan Chase shares in Q1 2026, an estimated $378K.
  • JPMorgan Chase made up 0.47% of Balboa Wealth Partners's portfolio in Q1 2026, its #34 holding.
  • Balboa Wealth Partners first reported a position in JPMorgan Chase in Q3 2022 and has held it in 15 quarters since.
  • Balboa Wealth Partners's JPMorgan Chase position peaked at $3.5M in Q4 2025.
  • 5,061 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Balboa Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.