FAM
JPM icon

Fairtree Asset Management’s JPMorgan Chase JPM Stock Holding History

Fairtree 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 		$2.58M Buy
8,773
+2,870
+49% +$871K 1.19% 21
2025
Q4 		$1.9M Buy
5,903
+1,294
+28% +$401K 0.88% 31
2025
Q3 		$1.45M Buy
4,609
+1,316
+40% +$391K 0.95% 29
2025
Q2 		$955K Hold
3,293
– – 0.72% 43
2025
Q1 		$808K Buy
+3,293
New +$840K 0.65% 39

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

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

Fairtree Asset Management increased its JPMorgan Chase (JPM) stake by 49% in Q1 2026, buying an estimated $871K and bringing the position to 8,773 shares worth $2.58M. The position accounts for 1.19% of the portfolio, ranked #21.

Fairtree Asset Management first reported a position in JPM in Q1 2025 and has held it in 5 quarters since. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Fairtree Asset Management held 8,773 shares of JPMorgan Chase worth $2.58M as of Q1 2026.
  • Fairtree Asset Management bought 2,870 JPMorgan Chase shares in Q1 2026, an estimated $871K.
  • JPMorgan Chase made up 1.19% of Fairtree Asset Management's portfolio in Q1 2026, its #21 holding.
  • Fairtree Asset Management first reported a position in JPMorgan Chase in Q1 2025 and has held it in 5 quarters since.
  • 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

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