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Bearing Point Capital’s JPMorgan Chase JPM Stock Holding History

Bearing Point Capital’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 		$13.1M Sell
44,688
-3,729
-8% -$1.13M 2.06% 8
2025
Q4 		$15.6M Buy
48,417
+2,865
+6% +$887K 2.44% 5
2025
Q3 		$14.4M Sell
45,552
-467
-1% -$139K 2.47% 6
2025
Q2 		$13.3M Buy
46,019
+551
+1% +$141K 2.46% 6
2025
Q1 		$11.2M Buy
45,468
+4,106
+10% +$1.05M 2.37% 5
2024
Q4 		$9.91M Buy
+41,362
New +$9.63M 2.07% 8

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

Bearing Point Capital's JPM Position: Q1 2026 in Review

Bearing Point Capital reduced its JPMorgan Chase (JPM) stake by 7.7% in Q1 2026, selling an estimated $1.13M and leaving 44,688 shares worth $13.1M. The position accounts for 2.06% of the portfolio, ranked #8.

Bearing Point Capital first reported a position in JPM in Q4 2024 and has held it in 6 quarters since. The position peaked at $15.6M in Q4 2025. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Bearing Point Capital held 44,688 shares of JPMorgan Chase worth $13.1M as of Q1 2026.
  • Bearing Point Capital sold 3,729 JPMorgan Chase shares in Q1 2026, an estimated $1.13M.
  • JPMorgan Chase made up 2.06% of Bearing Point Capital's portfolio in Q1 2026, its #8 holding.
  • Bearing Point Capital first reported a position in JPMorgan Chase in Q4 2024 and has held it in 6 quarters since.
  • Bearing Point Capital's JPMorgan Chase position peaked at $15.6M in Q4 2025.
  • 5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Bearing Point Capital's 13F filing for Q1 2026, filed 7 May 2026.