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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
Q2 		$1.29M Sell
3,936
-85
-2% -$26.4K 0.9% 33
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bank of Marin's JPM Position: Q2 2026 in Review

Bank of Marin reduced its JPMorgan Chase (JPM) stake by 2.1% in Q2 2026, selling an estimated $26.4K and leaving 3,936 shares worth $1.29M. The position accounts for 0.9% of the portfolio, ranked #33.

Bank of Marin first reported a position in JPM in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.32M in Q4 2025. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Bank of Marin held 3,936 shares of JPMorgan Chase worth $1.29M as of Q2 2026.
  • Bank of Marin sold 85 JPMorgan Chase shares in Q2 2026, an estimated $26.4K.
  • JPMorgan Chase made up 0.9% of Bank of Marin's portfolio in Q2 2026, its #33 holding.
  • Bank of Marin first reported a position in JPMorgan Chase in Q4 2019 and has held it in 27 quarters since.
  • Bank of Marin's JPMorgan Chase position peaked at $1.32M in Q4 2025.
  • 5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Bank of Marin's 13F filing for Q2 2026, filed 13 Aug 2026.