FPCP
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Fort Point Capital Partners’s JPMorgan Chase JPM Stock Holding History

Fort Point Capital Partners’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 		$2.91M Buy
9,884
+1,015
+11% +$308K 0.35% 50
2025
Q4 		$2.76M Buy
8,869
+365
+4% +$113K 0.31% 54
2025
Q3 		$2.68M Sell
8,504
-4,105
-33% -$1.22M 0.32% 60
2025
Q2 		$3.66M Buy
12,609
+666
+6% +$170K 0.26% 60
2025
Q1 		$2.93M Sell
11,943
-98
-0.8% -$25K 0.32% 58
2024
Q4 		$2.89M Buy
12,041
+444
+4% +$103K 0.31% 64
2024
Q3 		$2.45M Buy
11,597
+625
+6% +$132K 0.3% 58
2024
Q2 		$2.22M Sell
10,972
-564
-5% -$110K 0.28% 61
2024
Q1 		$2.31M Sell
11,536
-178
-2% -$32.1K 0.31% 58
2023
Q4 		$1.99M Sell
11,714
-225
-2% -$34.1K 0.28% 62
2023
Q3 		$1.73M Sell
11,939
-22
-0.2% -$3.3K 0.26% 61
2023
Q2 		$1.74M Buy
11,961
+480
+4% +$66K 0.25% 63
2023
Q1 		$1.5M Buy
11,481
+133
+1% +$18.2K 0.23% 80
2022
Q4 		$1.52M Sell
11,348
-10
-0.1% -$1.27K 0.24% 75
2022
Q3 		$1.19M Sell
11,358
-29
-0.3% -$3.33K 0.2% 87
2022
Q2 		$1.28M Sell
11,387
-162
-1% -$20.1K 0.21% 78
2022
Q1 		$1.57M Buy
11,549
+132
+1% +$19.5K 0.22% 80
2021
Q4 		$1.81M Buy
11,417
+550
+5% +$90.3K 0.24% 66
2021
Q3 		$1.78M Buy
10,867
+1,950
+22% +$306K 0.27% 57
2021
Q2 		$1.39M Buy
8,917
+32
+0.4% +$5.03K 0.25% 57
2021
Q1 		$1.35M Hold
8,885
– – 0.29% 51
2020
Q4 		$1.13M Sell
8,885
-342
-4% -$38.2K 0.26% 56
2020
Q3 		$888K Sell
9,227
-195
-2% -$19.1K 0.22% 63
2020
Q2 		$886K Sell
9,422
-1,206
-11% -$114K 0.28% 52
2020
Q1 		$957K Buy
10,628
+1,914
+22% +$233K 0.41% 37
2019
Q4 		$1.22M Buy
8,714
+172
+2% +$22.1K 0.44% 35
2019
Q3 		$1M Buy
8,542
+3,402
+66% +$385K 0.38% 41
2019
Q2 		$575K Sell
5,140
-250
-5% -$27.6K 0.23% 52
2019
Q1 		$546K Sell
5,390
-3,588
-40% -$370K 0.24% 50
2018
Q4 		$876K Sell
8,978
-1,181
-12% -$126K 0.35% 47
2018
Q3 		$1.15M Buy
10,159
+1,595
+19% +$181K 0.35% 42
2018
Q2 		$892K Sell
8,564
-2,312
-21% -$254K 0.3% 45
2018
Q1 		$1.2M Buy
10,876
+2,880
+36% +$326K 0.44% 41
2017
Q4 		$855K Buy
7,996
+3,560
+80% +$360K 0.4% 42
2017
Q3 		$424K Buy
4,436
+661
+18% +$61K 0.2% 81
2017
Q2 		$345K Sell
3,775
-500
-12% -$43.1K 0.19% 69
2017
Q1 		$376K Buy
4,275
+199
+5% +$17.6K 0.19% 66
2016
Q4 		$341K Sell
4,076
-2,547
-38% -$194K 0.19% 70
2016
Q3 		$441K Sell
6,623
-18,853
-74% -$1.23M 0.2% 79
2016
Q2 		$1.58M Buy
25,476
+101
+0.4% +$6.31K 0.77% 28
2016
Q1 		$1.5M Buy
25,375
+17,970
+243% +$1.05M 0.76% 32
2015
Q4 		$489K Buy
7,405
+300
+4% +$19.5K 0.25% 61
2015
Q3 		$433K Hold
7,105
– – 0.27% 52
2015
Q2 		$481K Hold
7,105
– – 0.3% 42
2015
Q1 		$430K Buy
7,105
+700
+11% +$41.5K 0.28% 37
2014
Q4 		$401K Buy
6,405
+2,690
+72% +$162K 0.3% 37
2014
Q3 		$224K Buy
+3,715
New +$217K 0.17% 53
2014
Q2 		– Sell
-5,534
Closed -$333K – 43
2014
Q1 		$333K Buy
5,534
+50
+0.9% +$2.89K 0.32% 28
2013
Q4 		$321K Buy
+5,484
New +$300K 0.24% 28

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

Fort Point Capital Partners's JPM Position: Q1 2026 in Review

Fort Point Capital Partners increased its JPMorgan Chase (JPM) stake by 11% in Q1 2026, buying an estimated $308K and bringing the position to 9,884 shares worth $2.91M. The position accounts for 0.35% of the portfolio, ranked #50.

Fort Point Capital Partners first reported a position in JPM in Q4 2013 and has held it in 49 quarters since. The position peaked at $3.66M in Q2 2025. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Fort Point Capital Partners held 9,884 shares of JPMorgan Chase worth $2.91M as of Q1 2026.
  • Fort Point Capital Partners bought 1,015 JPMorgan Chase shares in Q1 2026, an estimated $308K.
  • JPMorgan Chase made up 0.35% of Fort Point Capital Partners's portfolio in Q1 2026, its #50 holding.
  • Fort Point Capital Partners first reported a position in JPMorgan Chase in Q4 2013 and has held it in 49 quarters since.
  • Fort Point Capital Partners's JPMorgan Chase position peaked at $3.66M in Q2 2025.
  • 5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Fort Point Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.