BridgePort Financial Solutions’s JPMorgan Chase JPM Stock Holding History

BridgePort Financial Solutions’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	$1.24M	Buy	4,207 +102	+2%	+$31K	0.35%	58
2025 Q4	$1.32M	Sell	4,105 -52	-1%	-$16.1K	0.36%	59
2025 Q3	$1.31M	Buy	4,157 +574	+16%	+$171K	0.35%	60
2025 Q2	$1.04M	Buy	3,583 +106	+3%	+$27.1K	0.35%	58
2025 Q1	$853K	Buy	3,477 +114	+3%	+$29.1K	0.38%	56
2024 Q4	$871K	Buy	+3,363	New	+$783K	0.39%	54

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

BridgePort Financial Solutions's JPM Position: Q1 2026 in Review

BridgePort Financial Solutions increased its JPMorgan Chase (JPM) stake by 2.5% in Q1 2026, buying an estimated $31K and bringing the position to 4,207 shares worth $1.24M. The position accounts for 0.35% of the portfolio, ranked #58.

BridgePort Financial Solutions first reported a position in JPM in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.32M in Q4 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

BridgePort Financial Solutions held 4,207 shares of JPMorgan Chase worth $1.24M as of Q1 2026.
BridgePort Financial Solutions bought 102 JPMorgan Chase shares in Q1 2026, an estimated $31K.
JPMorgan Chase made up 0.35% of BridgePort Financial Solutions's portfolio in Q1 2026, its #58 holding.
BridgePort Financial Solutions first reported a position in JPMorgan Chase in Q4 2024 and has held it in 6 quarters since.
BridgePort Financial Solutions's JPMorgan Chase position peaked at $1.32M in Q4 2025.
5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on BridgePort Financial Solutions's 13F filing for Q1 2026, filed 16 Apr 2026.