Custom Index Systems’s JPMorgan Chase JPM Stock Holding History

Custom Index Systems’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	$1.09M	Buy	3,691 +24	+0.7%	+$7.28K	0.47%	51
2025 Q4	$1.18M	Sell	3,667 -644	-15%	-$199K	0.52%	53
2025 Q3	$1.36M	Buy	4,311 +422	+11%	+$126K	0.4%	72
2025 Q2	$1.13M	Sell	3,889 -26	-0.7%	-$6.63K	0.54%	46
2025 Q1	$960K	Sell	3,915 -100	-2%	-$25.5K	0.49%	51
2024 Q4	$962K	Sell	4,015 -84	-2%	-$19.6K	0.52%	53
2024 Q3	$864K	Sell	4,099 -101	-2%	-$21.3K	0.47%	66
2024 Q2	$849K	Buy	4,200 +762	+22%	+$149K	0.49%	44
2024 Q1	$689K	Buy	3,438 +1,076	+46%	+$194K	0.39%	55
2023 Q4	$402K	Buy	+2,362	New	+$358K	0.25%	112

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

Custom Index Systems's JPM Position: Q1 2026 in Review

Custom Index Systems increased its JPMorgan Chase (JPM) stake by 0.65% in Q1 2026, buying an estimated $7.28K and bringing the position to 3,691 shares worth $1.09M. The position accounts for 0.47% of the portfolio, ranked #51.

Custom Index Systems first reported a position in JPM in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.36M in Q3 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Custom Index Systems held 3,691 shares of JPMorgan Chase worth $1.09M as of Q1 2026.
Custom Index Systems bought 24 JPMorgan Chase shares in Q1 2026, an estimated $7.28K.
JPMorgan Chase made up 0.47% of Custom Index Systems's portfolio in Q1 2026, its #51 holding.
Custom Index Systems first reported a position in JPMorgan Chase in Q4 2023 and has held it in 10 quarters since.
Custom Index Systems's JPMorgan Chase position peaked at $1.36M in Q3 2025.
5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Custom Index Systems's 13F filing for Q1 2026, filed 29 Apr 2026.