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

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.