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Firestone Capital Management’s JPMorgan Chase JPM Stock Holding History

Firestone Capital 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 		$1.02M Buy
3,463
+2
+0.1% +$607 0.21% 64
2025
Q4 		$1.12M Sell
3,461
-32
-0.9% -$9.91K 0.24% 59
2025
Q3 		$1.1M Buy
3,493
+12
+0.3% +$3.57K 0.24% 59
2025
Q2 		$1.01M Sell
3,481
-18
-0.5% -$4.59K 0.24% 56
2025
Q1 		$858K Sell
3,499
-1,960
-36% -$500K 0.23% 58
2024
Q4 		$1.31M Sell
5,459
-27
-0.5% -$6.29K 0.33% 49
2024
Q3 		$1.16M Sell
5,486
-23
-0.4% -$4.84K 0.29% 50
2024
Q2 		$1.11M Buy
5,509
+1
+0% +$196 0.3% 48
2024
Q1 		$1.1M Buy
5,508
+27
+0.5% +$4.87K 0.31% 48
2023
Q4 		$932K Sell
5,481
-123
-2% -$18.6K 0.29% 51
2023
Q3 		$813K Hold
5,604
– – 0.28% 53
2023
Q2 		$860K Buy
5,604
+141
+3% +$19.4K 0.28% 53
2023
Q1 		$712K Buy
5,463
+2,000
+58% +$274K 0.26% 51
2022
Q4 		$464K Sell
3,463
-99
-3% -$12.5K 0.17% 68
2022
Q3 		$372K Hold
3,562
– – 0.15% 74
2022
Q2 		$401K Buy
3,562
+47
+1% +$5.82K 0.16% 69
2022
Q1 		$479K Hold
3,515
– – 0.16% 68
2021
Q4 		$557K Sell
3,515
-72
-2% -$11.8K 0.18% 63
2021
Q3 		$558K Hold
3,587
– – 0.18% 59
2021
Q2 		$558K Buy
3,587
+1
+0% +$157 0.2% 59
2021
Q1 		$546K Sell
3,586
-466
-12% -$67K 0.19% 61
2020
Q4 		$515K Buy
4,052
+200
+5% +$22.4K 0.2% 62
2020
Q3 		$371K Sell
3,852
-100
-3% -$9.82K 0.17% 64
2020
Q2 		$372K Buy
3,952
+252
+7% +$23.9K 0.17% 64
2020
Q1 		$333K Buy
3,700
+128
+4% +$15.6K 0.17% 63
2019
Q4 		$498K Buy
+3,572
New +$458K 0.21% 57

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

Firestone Capital Management's JPM Position: Q1 2026 in Review

Firestone Capital Management increased its JPMorgan Chase (JPM) stake by 0.06% in Q1 2026, buying an estimated $607 and bringing the position to 3,463 shares worth $1.02M. The position accounts for 0.21% of the portfolio, ranked #64.

Firestone Capital Management first reported a position in JPM in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.31M in Q4 2024. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Firestone Capital Management held 3,463 shares of JPMorgan Chase worth $1.02M as of Q1 2026.
  • Firestone Capital Management bought 2 JPMorgan Chase shares in Q1 2026, an estimated $607.
  • JPMorgan Chase made up 0.21% of Firestone Capital Management's portfolio in Q1 2026, its #64 holding.
  • Firestone Capital Management first reported a position in JPMorgan Chase in Q4 2019 and has held it in 26 quarters since.
  • Firestone Capital Management's JPMorgan Chase position peaked at $1.31M in Q4 2024.
  • 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Firestone Capital Management's 13F filing for Q1 2026, filed 8 May 2026.