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Garde Capital’s JPMorgan Chase JPM Stock Holding History

Garde Capital’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 		– Sell
-1,100
Closed -$354K – 214
2025
Q4 		$354K Hold
1,100
– – 0.02% 169
2025
Q3 		$347K Buy
+1,100
New +$327K 0.02% 189

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

Garde Capital's JPM Position: Q1 2026 in Review

Garde Capital increased its JPMorgan Chase (JPM) stake by 3.4% in Q1 2026, buying an estimated $50.4K and bringing the position to 5,082 shares worth $1.49M. The position accounts for 0.09% of the portfolio, ranked #77.

Garde Capital first reported a position in JPM in Q4 2014 and has held it in 36 quarters since. The position peaked at $1.88M in Q3 2018. 5,055 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Garde Capital held 5,082 shares of JPMorgan Chase worth $1.49M as of Q1 2026.
  • Garde Capital bought 166 JPMorgan Chase shares in Q1 2026, an estimated $50.4K.
  • JPMorgan Chase made up 0.09% of Garde Capital's portfolio in Q1 2026, its #77 holding.
  • Garde Capital first reported a position in JPMorgan Chase in Q4 2014 and has held it in 36 quarters since.
  • Garde Capital's JPMorgan Chase position peaked at $1.88M in Q3 2018.
  • 5,055 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Garde Capital's 13F filing for Q1 2026, filed 29 Apr 2026.