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Bonfire Financial’s JPMorgan Chase JPM Stock Holding History

Bonfire Financial’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 		$264K Buy
897
+31
+4% +$9.41K 0.2% 51
2025
Q4 		$279K Buy
866
+19
+2% +$5.88K 0.21% 52
2025
Q3 		$267K Buy
847
+18
+2% +$5.35K 0.21% 52
2025
Q2 		$240K Buy
829
+1
+0.1% +$255 0.2% 49
2025
Q1 		$203K Buy
+828
New +$211K 0.19% 48

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

Bonfire Financial's JPM Position: Q1 2026 in Review

Bonfire Financial increased its JPMorgan Chase (JPM) stake by 3.6% in Q1 2026, buying an estimated $9.41K and bringing the position to 897 shares worth $264K. The position accounts for 0.2% of the portfolio, ranked #51.

Bonfire Financial first reported a position in JPM in Q1 2025 and has held it in 5 quarters since. The position peaked at $279K in Q4 2025. 5,059 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Bonfire Financial held 897 shares of JPMorgan Chase worth $264K as of Q1 2026.
  • Bonfire Financial bought 31 JPMorgan Chase shares in Q1 2026, an estimated $9.41K.
  • JPMorgan Chase made up 0.2% of Bonfire Financial's portfolio in Q1 2026, its #51 holding.
  • Bonfire Financial first reported a position in JPMorgan Chase in Q1 2025 and has held it in 5 quarters since.
  • Bonfire Financial's JPMorgan Chase position peaked at $279K in Q4 2025.
  • 5,059 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Bonfire Financial's 13F filing for Q1 2026, filed 7 May 2026.