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Fox Hill Wealth Management’s JPMorgan Chase JPM Stock Holding History

Fox Hill Wealth 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 		$234K Buy
795
+26
+3% +$7.89K 0.11% 97
2025
Q4 		$248K Buy
769
+81
+12% +$25.1K 0.12% 98
2025
Q3 		$217K Buy
+688
New +$205K 0.1% 107

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

Fox Hill Wealth Management's JPM Position: Q1 2026 in Review

Fox Hill Wealth Management increased its JPMorgan Chase (JPM) stake by 3.4% in Q1 2026, buying an estimated $7.89K and bringing the position to 795 shares worth $234K. The position accounts for 0.11% of the portfolio, ranked #97.

Fox Hill Wealth Management first reported a position in JPM in Q3 2025 and has held it in 3 quarters since. The position peaked at $248K in Q4 2025. 5,059 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Fox Hill Wealth Management held 795 shares of JPMorgan Chase worth $234K as of Q1 2026.
  • Fox Hill Wealth Management bought 26 JPMorgan Chase shares in Q1 2026, an estimated $7.89K.
  • JPMorgan Chase made up 0.11% of Fox Hill Wealth Management's portfolio in Q1 2026, its #97 holding.
  • Fox Hill Wealth Management first reported a position in JPMorgan Chase in Q3 2025 and has held it in 3 quarters since.
  • Fox Hill Wealth Management's JPMorgan Chase position peaked at $248K in Q4 2025.
  • 5,059 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Fox Hill Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.