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Bank of Marin’s JPMorgan Chase JPM Stock Holding History

Bank of Marin’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 		$1.18M Sell
4,021
-80
-2% -$24.3K 0.86% 33
2025
Q4 		$1.32M Sell
4,101
-2
-0% -$619 0.91% 30
2025
Q3 		$1.29M Buy
4,103
+181
+5% +$53.8K 0.91% 28
2025
Q2 		$1.14M Sell
3,922
-182
-4% -$46.4K 0.86% 34
2025
Q1 		$1.01M Sell
4,104
-463
-10% -$118K 1.28% 21
2024
Q4 		$1.09M Buy
4,567
+425
+10% +$99K 0.87% 31
2024
Q3 		$873K Sell
4,142
-100
-2% -$21.1K 0.7% 47
2024
Q2 		$858K Sell
4,242
-170
-4% -$33.2K 0.74% 41
2024
Q1 		$884K Sell
4,412
-162
-4% -$29.2K 0.78% 39
2023
Q4 		$778K Sell
4,574
-270
-6% -$40.9K 0.7% 45
2023
Q3 		$702K Sell
4,844
-118
-2% -$17.7K 0.68% 46
2023
Q2 		$722K Sell
4,962
-266
-5% -$36.6K 0.67% 53
2023
Q1 		$681K Sell
5,228
-310
-6% -$42.5K 0.65% 57
2022
Q4 		$743K Sell
5,538
-803
-13% -$102K 0.7% 54
2022
Q3 		$663K Sell
6,341
-510
-7% -$58.5K 0.65% 56
2022
Q2 		$771K Sell
6,851
-116
-2% -$14.4K 0.68% 54
2022
Q1 		$950K Hold
6,967
– – 0.69% 48
2021
Q4 		$1.1M Buy
6,967
+150
+2% +$24.6K 0.73% 48
2021
Q3 		$1.12M Sell
6,817
-511
-7% -$80.1K 0.82% 41
2021
Q2 		$1.14M Buy
7,328
+13
+0.2% +$2.04K 0.83% 41
2021
Q1 		$1.11M Hold
7,315
– – 0.88% 34
2020
Q4 		$930K Buy
7,315
+558
+8% +$62.4K 0.78% 42
2020
Q3 		$650K Buy
6,757
+545
+9% +$53.5K 0.67% 51
2020
Q2 		$584K Buy
6,212
+108
+2% +$10.2K 0.67% 51
2020
Q1 		$550K Sell
6,104
-10
-0.2% -$1.22K 0.75% 48
2019
Q4 		$852K Buy
+6,114
New +$784K 0.86% 34

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

Bank of Marin's JPM Position: Q1 2026 in Review

Bank of Marin reduced its JPMorgan Chase (JPM) stake by 2% in Q1 2026, selling an estimated $24.3K and leaving 4,021 shares worth $1.18M. The position accounts for 0.86% of the portfolio, ranked #33.

Bank of Marin first reported a position in JPM in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.32M in Q4 2025. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Bank of Marin held 4,021 shares of JPMorgan Chase worth $1.18M as of Q1 2026.
  • Bank of Marin sold 80 JPMorgan Chase shares in Q1 2026, an estimated $24.3K.
  • JPMorgan Chase made up 0.86% of Bank of Marin's portfolio in Q1 2026, its #33 holding.
  • Bank of Marin first reported a position in JPMorgan Chase in Q4 2019 and has held it in 26 quarters since.
  • Bank of Marin's JPMorgan Chase position peaked at $1.32M in Q4 2025.
  • 5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Bank of Marin's 13F filing for Q1 2026, filed 14 May 2026.