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Choate Investment Advisors’s JPMorgan Chase JPM Stock Holding History

Choate 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 		$47.3M Buy
160,833
+21,324
+15% +$6.47M 0.93% 17
2025
Q4 		$45M Buy
139,509
+10,726
+8% +$3.32M 0.88% 18
2025
Q3 		$40.6M Buy
128,783
+1,448
+1% +$431K 0.84% 16
2025
Q2 		$36.9M Buy
127,335
+5,034
+4% +$1.28M 0.8% 18
2025
Q1 		$30M Sell
122,301
-3,411
-3% -$870K 0.75% 23
2024
Q4 		$30.1M Buy
125,712
+12,805
+11% +$2.98M 0.72% 18
2024
Q3 		$23.8M Buy
112,907
+997
+0.9% +$210K 0.61% 25
2024
Q2 		$22.6M Sell
111,910
-4,600
-4% -$899K 0.59% 22
2024
Q1 		$23.3M Sell
116,510
-8,970
-7% -$1.62M 0.63% 20
2023
Q4 		$21.3M Buy
125,480
+6,836
+6% +$1.04M 0.66% 20
2023
Q3 		$17.2M Buy
118,644
+11,754
+11% +$1.76M 0.67% 17
2023
Q2 		$15.5M Buy
106,890
+9,368
+10% +$1.29M 0.65% 14
2023
Q1 		$12.7M Buy
97,522
+4,991
+5% +$684K 0.61% 15
2022
Q4 		$12.4M Buy
92,531
+5,636
+6% +$714K 0.75% 14
2022
Q3 		$9.08M Sell
86,895
-925
-1% -$106K 0.6% 21
2022
Q2 		$9.89M Sell
87,820
-170
-0.2% -$21.1K 0.6% 20
2022
Q1 		$12M Sell
87,990
-2,453
-3% -$362K 0.64% 17
2021
Q4 		$14.3M Sell
90,443
-1,975
-2% -$324K 0.84% 13
2021
Q3 		$15.1M Sell
92,418
-1,468
-2% -$230K 0.97% 10
2021
Q2 		$14.6M Sell
93,886
-3,489
-4% -$548K 0.89% 10
2021
Q1 		$14.8M Buy
97,375
+80
+0.1% +$11.5K 0.92% 10
2020
Q4 		$12.4M Sell
97,295
-1,704
-2% -$190K 0.75% 12
2020
Q3 		$9.53M Sell
98,999
-1,431
-1% -$141K 0.62% 16
2020
Q2 		$9.45M Buy
100,430
+153
+0.2% +$14.5K 0.69% 15
2020
Q1 		$9.03M Buy
100,277
+1,157
+1% +$141K 0.72% 15
2019
Q4 		$13.8M Sell
99,120
-130
-0.1% -$16.7K 0.84% 18
2019
Q3 		$11.7M Sell
99,250
-989
-1% -$112K 0.72% 19
2019
Q2 		$11.2M Sell
100,239
-2,209
-2% -$244K 0.67% 22
2019
Q1 		$10.4M Buy
102,448
+1,984
+2% +$204K 0.61% 22
2018
Q4 		$9.81M Sell
100,464
-3,957
-4% -$422K 0.63% 24
2018
Q3 		$11.8M Sell
104,421
-2,737
-3% -$311K 0.65% 17
2018
Q2 		$11.2M Buy
107,158
+573
+0.5% +$62.9K 0.65% 21
2018
Q1 		$11.7M Sell
106,585
-2,552
-2% -$289K 0.63% 25
2017
Q4 		$11.7M Sell
109,137
-1,356
-1% -$137K 0.6% 25
2017
Q3 		$10.6M Sell
110,493
-1,115
-1% -$103K 0.57% 26
2017
Q2 		$10.2M Sell
111,608
-3,106
-3% -$268K 0.58% 28
2017
Q1 		$10.1M Sell
114,714
-1,330
-1% -$117K 0.59% 28
2016
Q4 		$10M Sell
116,044
-1,086
-0.9% -$82.8K 0.63% 24
2016
Q3 		$7.8M Sell
117,130
-6,961
-6% -$454K 0.51% 25
2016
Q2 		$7.71M Sell
124,091
-1,846
-1% -$115K 0.53% 25
2016
Q1 		$7.46M Sell
125,937
-62
-0% -$3.62K 0.52% 26
2015
Q4 		$7.89M Sell
125,999
-102
-0.1% -$6.64K 0.57% 27
2015
Q3 		$7.69M Buy
126,101
+4,373
+4% +$286K 0.53% 21
2015
Q2 		$8.24M Sell
121,728
-3,237
-3% -$211K 0.48% 21
2015
Q1 		$7.57M Sell
124,965
-1,034
-0.8% -$61.2K 0.43% 27
2014
Q4 		$7.89M Sell
125,999
-6,471
-5% -$389K 0.46% 27
2014
Q3 		$7.98M Sell
132,470
-83,953
-39% -$4.91M 0.48% 24
2014
Q2 		$12.5M Buy
216,423
+76,934
+55% +$4.33M 0.73% 19
2014
Q1 		$8.47M Sell
139,489
-1,287
-0.9% -$74.4K 0.53% 23
2013
Q4 		$8.23M Sell
140,776
-2,895
-2% -$159K 0.54% 25
2013
Q3 		$7.43M Buy
143,671
+2,217
+2% +$119K 0.55% 25
2013
Q2 		$7.47M Buy
+141,454
New +$7.19M 0.6% 25

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

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

Choate Investment Advisors increased its JPMorgan Chase (JPM) stake by 15% in Q1 2026, buying an estimated $6.47M and bringing the position to 160,833 shares worth $47.3M. The position accounts for 0.93% of the portfolio, ranked #17.

Choate Investment Advisors first reported a position in JPM in Q2 2013 and has held it in 52 quarters since. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Choate Investment Advisors held 160,833 shares of JPMorgan Chase worth $47.3M as of Q1 2026.
  • Choate Investment Advisors bought 21,324 JPMorgan Chase shares in Q1 2026, an estimated $6.47M.
  • JPMorgan Chase made up 0.93% of Choate Investment Advisors's portfolio in Q1 2026, its #17 holding.
  • Choate Investment Advisors first reported a position in JPMorgan Chase in Q2 2013 and has held it in 52 quarters since.
  • 5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

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