Bolthouse Investments’s JPMorgan Chase JPM Stock Holding History

Bolthouse Investments’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	$2.59M	Hold	8,802	–	–	2.34%	10
2025 Q4	$2.84M	Buy	8,802 +485	+6%	+$150K	2.52%	10
2025 Q3	$2.62M	Hold	8,317	–	–	2.38%	9
2025 Q2	$2.41M	Hold	8,317	–	–	2.39%	9
2025 Q1	$2.04M	Hold	8,317	–	–	2.13%	12
2024 Q4	$1.99M	Buy	+8,317	New	+$1.94M	1.84%	12

Other funds holding JPM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bolthouse Investments's JPM Position: Q1 2026 in Review

Bolthouse Investments held its JPMorgan Chase (JPM) position steady in Q1 2026 at 8,802 shares worth $2.59M. The position accounts for 2.34% of the portfolio, ranked #10.

Bolthouse Investments first reported a position in JPM in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.84M in Q4 2025. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Bolthouse Investments held 8,802 shares of JPMorgan Chase worth $2.59M as of Q1 2026.
Bolthouse Investments left its JPMorgan Chase share count unchanged in Q1 2026.
JPMorgan Chase made up 2.34% of Bolthouse Investments's portfolio in Q1 2026, its #10 holding.
Bolthouse Investments first reported a position in JPMorgan Chase in Q4 2024 and has held it in 6 quarters since.
Bolthouse Investments's JPMorgan Chase position peaked at $2.84M in Q4 2025.
5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Bolthouse Investments's 13F filing for Q1 2026, filed 28 Apr 2026.