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BLVD Private Wealth’s JPMorgan Chase JPM Stock Holding History

BLVD Private Wealth’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 		$342K Hold
1,164
– – 0.3% 45
2025
Q4 		$375K Hold
1,164
– – 0.33% 42
2025
Q3 		$367K Hold
1,164
– – 0.32% 43
2025
Q2 		$337K Buy
+1,164
New +$297K 0.32% 44

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

BLVD Private Wealth's JPM Position: Q1 2026 in Review

BLVD Private Wealth held its JPMorgan Chase (JPM) position steady in Q1 2026 at 1,164 shares worth $342K. The position accounts for 0.3% of the portfolio, ranked #45.

BLVD Private Wealth first reported a position in JPM in Q2 2025 and has held it in 4 quarters since. The position peaked at $375K in Q4 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • BLVD Private Wealth held 1,164 shares of JPMorgan Chase worth $342K as of Q1 2026.
  • BLVD Private Wealth left its JPMorgan Chase share count unchanged in Q1 2026.
  • JPMorgan Chase made up 0.3% of BLVD Private Wealth's portfolio in Q1 2026, its #45 holding.
  • BLVD Private Wealth first reported a position in JPMorgan Chase in Q2 2025 and has held it in 4 quarters since.
  • BLVD Private Wealth's JPMorgan Chase position peaked at $375K in Q4 2025.
  • 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on BLVD Private Wealth's 13F filing for Q1 2026, filed 24 Apr 2026.