Councilmark Asset Management’s JPMorgan Chase JPM Stock Holding History

Councilmark 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	$1.56M	Hold	5,293	–	–	0.89%	30
2025 Q4	$1.71M	Hold	5,293	–	–	0.95%	26
2025 Q3	$1.67M	Hold	5,293	–	–	0.96%	26
2025 Q2	$1.53M	Hold	5,293	–	–	0.97%	28
2025 Q1	$1.3M	Hold	5,293	–	–	0.88%	30
2024 Q4	$1.27M	Buy	5,293 +51	+1%	+$11.9K	0.85%	34
2024 Q3	$1.11M	Hold	5,242	–	–	0.74%	36
2024 Q2	$1.06M	Hold	5,242	–	–	0.75%	38
2024 Q1	$1.05M	Buy	+5,242	New	+$946K	0.76%	40

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

Councilmark Asset Management's JPM Position: Q1 2026 in Review

Councilmark Asset Management held its JPMorgan Chase (JPM) position steady in Q1 2026 at 5,293 shares worth $1.56M. The position accounts for 0.89% of the portfolio, ranked #30.

Councilmark Asset Management first reported a position in JPM in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.71M in Q4 2025. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Councilmark Asset Management held 5,293 shares of JPMorgan Chase worth $1.56M as of Q1 2026.
Councilmark Asset Management left its JPMorgan Chase share count unchanged in Q1 2026.
JPMorgan Chase made up 0.89% of Councilmark Asset Management's portfolio in Q1 2026, its #30 holding.
Councilmark Asset Management first reported a position in JPMorgan Chase in Q1 2024 and has held it in 9 quarters since.
Councilmark Asset Management's JPMorgan Chase position peaked at $1.71M in Q4 2025.
5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Councilmark Asset Management's 13F filing for Q1 2026, filed 12 May 2026.