Bourne Lent Asset Management’s JPMorgan Chase JPM Stock Holding History

Bourne Lent Asset Management’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	$456K	Hold	1,550	–	–	0.17%	46
2025 Q4	$499K	Hold	1,550	–	–	0.17%	41
2025 Q3	$489K	Hold	1,550	–	–	0.17%	41
2025 Q2	$449K	Hold	1,550	–	–	0.17%	42
2025 Q1	$380K	Hold	1,550	–	–	0.16%	44
2024 Q4	$372K	Hold	1,550	–	–	0.14%	43
2024 Q3	$327K	Buy	1,550 +50	+3%	+$10.5K	0.12%	48
2024 Q2	$303K	Hold	1,500	–	–	0.12%	50
2024 Q1	$300K	Hold	1,500	–	–	0.12%	48
2023 Q4	$255K	Hold	1,500	–	–	0.1%	56
2023 Q3	$218K	Hold	1,500	–	–	0.1%	58
2023 Q2	$218K	Buy	+1,500	New	+$206K	0.08%	60
2023 Q1	–	Sell	-1,500	Closed	-$201K	–	63
2022 Q4	$201K	Buy	+1,500	New	+$190K	0.09%	63
2022 Q2	–	Sell	-1,500	Closed	-$204K	–	64
2022 Q1	$204K	Hold	1,500	–	–	0.06%	60
2021 Q4	$238K	Hold	1,500	–	–	0.06%	57
2021 Q3	$246K	Hold	1,500	–	–	0.07%	54
2021 Q2	$233K	Hold	1,500	–	–	0.07%	57
2021 Q1	$228K	Buy	+1,500	New	+$216K	0.07%	58
2020 Q1	–	Sell	-1,500	Closed	-$209K	–	57
2019 Q4	$209K	Buy	+1,500	New	+$192K	0.1%	56
2018 Q4	–	Sell	-1,800	Closed	-$203K	–	57
2018 Q3	$203K	Buy	+1,800	New	+$204K	0.1%	56

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

Bourne Lent Asset Management's JPM Position: Q1 2026 in Review

Bourne Lent Asset Management held its JPMorgan Chase (JPM) position steady in Q1 2026 at 1,550 shares worth $456K. The position accounts for 0.17% of the portfolio, ranked #46.

Bourne Lent Asset Management first reported a position in JPM in Q3 2018 and has held it in 20 quarters since. The position peaked at $499K in Q4 2025. 5,053 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Bourne Lent Asset Management held 1,550 shares of JPMorgan Chase worth $456K as of Q1 2026.
Bourne Lent Asset Management left its JPMorgan Chase share count unchanged in Q1 2026.
JPMorgan Chase made up 0.17% of Bourne Lent Asset Management's portfolio in Q1 2026, its #46 holding.
Bourne Lent Asset Management first reported a position in JPMorgan Chase in Q3 2018 and has held it in 20 quarters since.
Bourne Lent Asset Management's JPMorgan Chase position peaked at $499K in Q4 2025.
5,053 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Bourne Lent Asset Management's 13F filing for Q1 2026, filed 17 Apr 2026.