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Ewing Morris & Co Investment Partners’s JPMorgan Chase JPM Stock Holding History

Ewing Morris & Co Investment 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 		$422K Sell
1,435
-200
-12% -$60.7K 0.19% 70
2025
Q4 		$533K Buy
1,635
+16
+1% +$4.95K 0.23% 69
2025
Q3 		$511K Sell
1,619
-37
-2% -$11K 0.22% 69
2025
Q2 		$480K Buy
1,656
+49
+3% +$12.5K 0.22% 70
2025
Q1 		$567K Sell
1,607
-200
-11% -$51K 0.18% 68
2024
Q4 		$433K Buy
+1,807
New +$421K 0.15% 79

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

Ewing Morris & Co Investment Partners's JPM Position: Q1 2026 in Review

Ewing Morris & Co Investment Partners reduced its JPMorgan Chase (JPM) stake by 12% in Q1 2026, selling an estimated $60.7K and leaving 1,435 shares worth $422K. The position accounts for 0.19% of the portfolio, ranked #70.

Ewing Morris & Co Investment Partners first reported a position in JPM in Q4 2024 and has held it in 6 quarters since. The position peaked at $567K in Q1 2025. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Ewing Morris & Co Investment Partners held 1,435 shares of JPMorgan Chase worth $422K as of Q1 2026.
  • Ewing Morris & Co Investment Partners sold 200 JPMorgan Chase shares in Q1 2026, an estimated $60.7K.
  • JPMorgan Chase made up 0.19% of Ewing Morris & Co Investment Partners's portfolio in Q1 2026, its #70 holding.
  • Ewing Morris & Co Investment Partners first reported a position in JPMorgan Chase in Q4 2024 and has held it in 6 quarters since.
  • Ewing Morris & Co Investment Partners's JPMorgan Chase position peaked at $567K in Q1 2025.
  • 5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Ewing Morris & Co Investment Partners's 13F filing for Q1 2026, filed 11 May 2026.