Fielder Capital Group’s JPMorgan Chase JPM Stock Holding History

Fielder Capital Group’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	$1.83M	Sell	6,220 -257	-4%	-$78K	0.4%	48
2025 Q4	$2.09M	Sell	6,477 -969	-13%	-$300K	0.44%	46
2025 Q3	$2.35M	Sell	7,446 -267	-3%	-$79.4K	0.53%	43
2025 Q2	$2.24M	Sell	7,713 -785	-9%	-$200K	0.6%	39
2025 Q1	$2.08M	Buy	8,498 +390	+5%	+$99.4K	0.6%	34
2024 Q4	$1.94M	Sell	8,108 -17	-0.2%	-$3.96K	0.61%	36
2024 Q3	$1.71M	Buy	8,125 +485	+6%	+$102K	0.57%	35
2024 Q2	$1.55M	Sell	7,640 -1,786	-19%	-$349K	0.59%	32
2024 Q1	$1.89M	Buy	9,426 +21	+0.2%	+$3.79K	0.84%	27
2023 Q4	$1.6M	Buy	+9,405	New	+$1.43M	0.97%	24

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

Fielder Capital Group's JPM Position: Q1 2026 in Review

Fielder Capital Group reduced its JPMorgan Chase (JPM) stake by 4% in Q1 2026, selling an estimated $78K and leaving 6,220 shares worth $1.83M. The position accounts for 0.4% of the portfolio, ranked #48.

Fielder Capital Group first reported a position in JPM in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.35M in Q3 2025. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Fielder Capital Group held 6,220 shares of JPMorgan Chase worth $1.83M as of Q1 2026.
Fielder Capital Group sold 257 JPMorgan Chase shares in Q1 2026, an estimated $78K.
JPMorgan Chase made up 0.4% of Fielder Capital Group's portfolio in Q1 2026, its #48 holding.
Fielder Capital Group first reported a position in JPMorgan Chase in Q4 2023 and has held it in 10 quarters since.
Fielder Capital Group's JPMorgan Chase position peaked at $2.35M in Q3 2025.
5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Fielder Capital Group's 13F filing for Q1 2026, filed 12 May 2026.