CastleKeep Investment Advisors’s JPMorgan Chase JPM Stock Holding History

CastleKeep Investment Advisors’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	$1.16M	Buy	3,931 +621	+19%	+$188K	0.63%	29
2025 Q4	$1.07M	Sell	3,310 -15	-0.5%	-$4.64K	0.48%	55
2025 Q3	$1.05M	Sell	3,325 -2,219	-40%	-$660K	0.49%	52
2025 Q2	$1.61M	Buy	5,544 +840	+18%	+$214K	0.79%	28
2025 Q1	$1.15M	Sell	4,704 -579	-11%	-$148K	0.59%	65
2024 Q4	$1.27M	Sell	5,283 -480	-8%	-$112K	0.89%	38
2024 Q3	$1.22M	Sell	5,763 -356	-6%	-$75K	0.83%	37
2024 Q2	$1.24M	Sell	6,119 -20	-0.3%	-$3.91K	0.95%	19
2024 Q1	$1.23M	Sell	6,139 -1,390	-18%	-$251K	0.89%	20
2023 Q4	$1.28M	Buy	+7,529	New	+$1.14M	0.91%	23

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

CastleKeep Investment Advisors's JPM Position: Q1 2026 in Review

CastleKeep Investment Advisors increased its JPMorgan Chase (JPM) stake by 19% in Q1 2026, buying an estimated $188K and bringing the position to 3,931 shares worth $1.16M. The position accounts for 0.63% of the portfolio, ranked #29.

CastleKeep Investment Advisors first reported a position in JPM in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.61M in Q2 2025. 5,062 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

CastleKeep Investment Advisors held 3,931 shares of JPMorgan Chase worth $1.16M as of Q1 2026.
CastleKeep Investment Advisors bought 621 JPMorgan Chase shares in Q1 2026, an estimated $188K.
JPMorgan Chase made up 0.63% of CastleKeep Investment Advisors's portfolio in Q1 2026, its #29 holding.
CastleKeep Investment Advisors first reported a position in JPMorgan Chase in Q4 2023 and has held it in 10 quarters since.
CastleKeep Investment Advisors's JPMorgan Chase position peaked at $1.61M in Q2 2025.
5,062 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on CastleKeep Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.