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CenterBook Partners’s JPMorgan Chase JPM Stock Holding History

CenterBook Partners’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 		$19.9M Buy
+67,610
New +$20.5M 1.07% 12
2025
Q3 		– Sell
-20,900
Closed -$6.06M – 607
2025
Q2 		$6.06M Buy
+20,900
New +$5.33M 0.34% 79
2024
Q4 		– Sell
-8,641
Closed -$1.82M – 533
2024
Q3 		$1.82M Buy
+8,641
New +$1.82M 0.11% 208
2023
Q1 		– Sell
-16,791
Closed -$2.25M – 423
2022
Q4 		$2.25M Buy
16,791
+8,211
+96% +$1.04M 0.37% 81
2022
Q3 		$897K Buy
8,580
+102
+1% +$11.7K 0.17% 198
2022
Q2 		$955K Buy
+8,478
New +$1.05M 0.2% 180

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

CenterBook Partners's JPM Position: Q1 2026 in Review

CenterBook Partners opened a new position in JPMorgan Chase (JPM) in Q1 2026: 67,610 shares worth $19.9M. The stake represents 1.07% of the portfolio and ranks #12 among its holdings. This is a return to the name: CenterBook Partners previously reported a position in JPM as recently as Q2 2025.

CenterBook Partners first reported a position in JPM in Q2 2022 and has held it in 6 quarters since. 5,058 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • CenterBook Partners held 67,610 shares of JPMorgan Chase worth $19.9M as of Q1 2026.
  • JPMorgan Chase was a new CenterBook Partners position in Q1 2026.
  • JPMorgan Chase made up 1.07% of CenterBook Partners's portfolio in Q1 2026, its #12 holding.
  • CenterBook Partners first reported a position in JPMorgan Chase in Q2 2022 and has held it in 6 quarters since.
  • 5,058 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on CenterBook Partners's 13F filing for Q1 2026, filed 5 May 2026.