First Bancorp’s JPMorgan Chase JPM Stock Holding History

First Bancorp’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 Q2	$1.8M	Buy	5,514 +336	+6%	+$104K	0.71%	30
2026 Q1	$1.52M	Sell	5,178 -26	-0.5%	-$7.89K	0.76%	30
2025 Q4	$1.68M	Sell	5,204 -528	-9%	-$163K	0.89%	27
2025 Q3	$1.81M	Buy	5,732 +240	+4%	+$71.4K	0.96%	22
2025 Q2	$1.59M	Buy	5,492 +402	+8%	+$103K	0.91%	23
2025 Q1	$1.25M	Buy	5,090 +3	+0.1%	+$765	0.81%	30
2024 Q4	$1.22M	Sell	5,087 -5	-0.1%	-$1.17K	0.83%	26
2024 Q3	$1.07M	Sell	5,092 -535	-10%	-$113K	0.75%	33
2024 Q2	$1.14M	Buy	5,627 +35	+0.6%	+$6.84K	0.84%	30
2024 Q1	$1.12M	Buy	5,592 +75	+1%	+$13.5K	0.85%	28
2023 Q4	$938K	Sell	5,517 -22	-0.4%	-$3.33K	0.74%	29
2023 Q3	$803K	Sell	5,539 -104	-2%	-$15.6K	0.7%	33
2023 Q2	$821K	Sell	5,643 -64	-1%	-$8.8K	0.68%	36
2023 Q1	$744K	Buy	5,707 +232	+4%	+$31.8K	0.64%	38
2022 Q4	$734K	Sell	5,475 -68	-1%	-$8.62K	0.62%	40
2022 Q3	$579K	Sell	5,543 -70	-1%	-$8.03K	0.52%	46
2022 Q2	$632K	Buy	5,613 +625	+13%	+$77.4K	0.6%	39
2022 Q1	$680K	Buy	4,988 +66	+1%	+$9.74K	0.62%	36
2021 Q4	$779K	Buy	4,922 +65	+1%	+$10.7K	0.68%	33
2021 Q3	$795K	Buy	+4,857	New	+$761K	0.75%	32
2021 Q1	$744K	Buy	+4,888	New	+$703K	0.73%	31

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

First Bancorp's JPM Position: Q2 2026 in Review

First Bancorp increased its JPMorgan Chase (JPM) stake by 6.5% in Q2 2026, buying an estimated $104K and bringing the position to 5,514 shares worth $1.8M. The position accounts for 0.71% of the portfolio, ranked #30.

First Bancorp first reported a position in JPM in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.81M in Q3 2025. 5,140 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

First Bancorp held 5,514 shares of JPMorgan Chase worth $1.8M as of Q2 2026.
First Bancorp bought 336 JPMorgan Chase shares in Q2 2026, an estimated $104K.
JPMorgan Chase made up 0.71% of First Bancorp's portfolio in Q2 2026, its #30 holding.
First Bancorp first reported a position in JPMorgan Chase in Q1 2021 and has held it in 21 quarters since.
First Bancorp's JPMorgan Chase position peaked at $1.81M in Q3 2025.
5,140 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on First Bancorp's 13F filing for Q2 2026, filed 11 Aug 2026.