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Fairscale Capital’s JPMorgan Chase JPM Stock Holding History

Fairscale Capital’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 		$2.03M Buy
6,904
+40
+0.6% +$12.1K 1.4% 15
2025
Q4 		$2.21M Sell
6,864
-8
-0.1% -$2.48K 1.47% 14
2025
Q3 		$2.17M Hold
6,872
– – 1.49% 13
2025
Q2 		$2.04M Buy
6,872
+533
+8% +$136K 1.48% 13
2025
Q1 		$1.56M Buy
6,339
+18
+0.3% +$4.59K 1.4% 14
2024
Q4 		$1.52M Sell
6,321
-36
-0.6% -$8.38K 1.3% 14
2024
Q3 		$1.34M Sell
6,357
-213
-3% -$44.9K 1.17% 19
2024
Q2 		$1.4M Buy
+6,570
New +$1.28M 1.25% 14

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

Fairscale Capital's JPM Position: Q1 2026 in Review

Fairscale Capital increased its JPMorgan Chase (JPM) stake by 0.58% in Q1 2026, buying an estimated $12.1K and bringing the position to 6,904 shares worth $2.03M. The position accounts for 1.4% of the portfolio, ranked #15.

Fairscale Capital first reported a position in JPM in Q2 2024 and has held it in 8 quarters since. The position peaked at $2.21M in Q4 2025. 5,052 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Fairscale Capital held 6,904 shares of JPMorgan Chase worth $2.03M as of Q1 2026.
  • Fairscale Capital bought 40 JPMorgan Chase shares in Q1 2026, an estimated $12.1K.
  • JPMorgan Chase made up 1.4% of Fairscale Capital's portfolio in Q1 2026, its #15 holding.
  • Fairscale Capital first reported a position in JPMorgan Chase in Q2 2024 and has held it in 8 quarters since.
  • Fairscale Capital's JPMorgan Chase position peaked at $2.21M in Q4 2025.
  • 5,052 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Fairscale Capital's 13F filing for Q1 2026, filed 11 May 2026.