FCH
JPM icon

Freestone Capital Holdings’s JPMorgan Chase JPM Stock Holding History

Freestone Capital Holdings’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
2017
Q1 		– Sell
-4,700
Closed -$406K – 364
2016
Q4 		$406K Buy
4,700
+1,200
+34% +$91.5K 0.03% 281
2016
Q3 		$233K Buy
+3,500
New +$228K 0.02% 318

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

Freestone Capital Holdings's JPM Position: Q1 2026 in Review

Freestone Capital Holdings reduced its JPMorgan Chase (JPM) stake by 0.29% in Q1 2026, selling an estimated $92K and leaving 105,286 shares worth $31M. The position accounts for 0.94% of the portfolio, ranked #17.

Freestone Capital Holdings first reported a position in JPM in Q2 2014 and has held it in 46 quarters since. The position peaked at $34M in Q4 2025. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Freestone Capital Holdings held 105,286 shares of JPMorgan Chase worth $31M as of Q1 2026.
  • Freestone Capital Holdings sold 303 JPMorgan Chase shares in Q1 2026, an estimated $92K.
  • JPMorgan Chase made up 0.94% of Freestone Capital Holdings's portfolio in Q1 2026, its #17 holding.
  • Freestone Capital Holdings first reported a position in JPMorgan Chase in Q2 2014 and has held it in 46 quarters since.
  • Freestone Capital Holdings's JPMorgan Chase position peaked at $34M in Q4 2025.
  • 5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Freestone Capital Holdings's 13F filing for Q1 2026, filed 13 May 2026.