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
2020
Q4 		– Sell
-500
Closed -$48K – 155
2020
Q3 		$48K Hold
500
– – 0.01% 136
2020
Q2 		$47K Buy
+500
New +$47.4K 0.01% 129

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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Fort Point Capital Partners's JPM Position: Q2 2026 in Review

Fort Point Capital Partners increased its JPMorgan Chase (JPM) stake by 12% in Q2 2026, buying an estimated $363K and bringing the position to 11,054 shares worth $3.62M. The position accounts for 0.25% of the portfolio, ranked #55.

Fort Point Capital Partners first reported a position in JPM in Q4 2013 and has held it in 50 quarters since. The position peaked at $3.66M in Q2 2025. 5,144 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Fort Point Capital Partners held 11,054 shares of JPMorgan Chase worth $3.62M as of Q2 2026.
  • Fort Point Capital Partners bought 1,170 JPMorgan Chase shares in Q2 2026, an estimated $363K.
  • JPMorgan Chase made up 0.25% of Fort Point Capital Partners's portfolio in Q2 2026, its #55 holding.
  • Fort Point Capital Partners first reported a position in JPMorgan Chase in Q4 2013 and has held it in 50 quarters since.
  • Fort Point Capital Partners's JPMorgan Chase position peaked at $3.66M in Q2 2025.
  • 5,144 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Fort Point Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.