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Bender Robert & Associates’s JPMorgan Chase JPM Stock Holding History

Bender Robert & Associates’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
2024
Q3 		– Sell
-3,122
Closed -$631K – 62
2024
Q2 		$631K Buy
+3,122
New +$610K 0.14% 31

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

Bender Robert & Associates's JPM Position: Q1 2026 in Review

Bender Robert & Associates opened a new position in JPMorgan Chase (JPM) in Q1 2026: 2,495 shares worth $734K. The stake represents 0.18% of the portfolio and ranks #28 among its holdings. This is a return to the name: Bender Robert & Associates previously reported a position in JPM as recently as Q3 2025.

Bender Robert & Associates first reported a position in JPM in Q2 2013 and has held it in 50 quarters since. The position peaked at $809K in Q3 2025. 5,055 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Bender Robert & Associates held 2,495 shares of JPMorgan Chase worth $734K as of Q1 2026.
  • JPMorgan Chase was a new Bender Robert & Associates position in Q1 2026.
  • JPMorgan Chase made up 0.18% of Bender Robert & Associates's portfolio in Q1 2026, its #28 holding.
  • Bender Robert & Associates first reported a position in JPMorgan Chase in Q2 2013 and has held it in 50 quarters since.
  • Bender Robert & Associates's JPMorgan Chase position peaked at $809K in Q3 2025.
  • 5,055 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Bender Robert & Associates's 13F filing for Q1 2026, filed 23 Apr 2026.