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Garrison Point Advisors’s JPMorgan Chase JPM Stock Holding History

Garrison Point Advisors’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 		$2.18M Sell
7,401
-113
-2% -$34.3K 0.99% 23
2025
Q4 		$2.42M Sell
7,514
-4
-0.1% -$1.24K 1.07% 21
2025
Q3 		$2.37M Sell
7,518
-152
-2% -$45.2K 0.99% 21
2025
Q2 		$2.22M Sell
7,670
-180
-2% -$45.9K 1.02% 22
2025
Q1 		$1.93M Sell
7,850
-271
-3% -$69.1K 0.93% 27
2024
Q4 		$1.95M Buy
8,121
+944
+13% +$220K 0.92% 25
2024
Q3 		$1.51M Sell
7,177
-20
-0.3% -$4.21K 0.94% 33
2024
Q2 		$1.46M Sell
7,197
-322
-4% -$63K 0.96% 28
2024
Q1 		$1.51M Sell
7,519
-160
-2% -$28.9K 0.97% 29
2023
Q4 		$1.31M Hold
7,679
– – 0.92% 33
2023
Q3 		$1.11M Buy
7,679
+34
+0.4% +$5.1K 0.86% 34
2023
Q2 		$1.11M Sell
7,645
-245
-3% -$33.7K 0.8% 38
2023
Q1 		$1.03M Sell
7,890
-12
-0.2% -$1.64K 0.77% 40
2022
Q4 		$1.06M Hold
7,902
– – 0.87% 36
2022
Q3 		$826K Hold
7,902
– – 0.74% 43
2022
Q2 		$890K Hold
7,902
– – 0.74% 44
2022
Q1 		$1.08M Sell
7,902
-25
-0.3% -$3.69K 0.75% 43
2021
Q4 		$1.25M Sell
7,927
-30
-0.4% -$4.93K 0.83% 37
2021
Q3 		$1.3M Buy
7,957
+30
+0.4% +$4.7K 0.95% 32
2021
Q2 		$1.23M Buy
7,927
+50
+0.6% +$7.85K 0.89% 33
2021
Q1 		$1.2M Sell
7,877
-125
-2% -$18K 0.93% 35
2020
Q4 		$1.02M Buy
8,002
+200
+3% +$22.4K 0.82% 42
2020
Q3 		$751K Sell
7,802
-45
-0.6% -$4.42K 0.68% 51
2020
Q2 		$738K Buy
7,847
+10
+0.1% +$949 0.73% 48
2020
Q1 		$706K Sell
7,837
-140
-2% -$17K 0.86% 46
2019
Q4 		$1.11M Buy
7,977
+393
+5% +$50.4K 1.02% 37
2019
Q3 		$893K Sell
7,584
-135
-2% -$15.3K 0.88% 42
2019
Q2 		$863K Buy
7,719
+225
+3% +$24.8K 0.87% 41
2019
Q1 		$759K Buy
7,494
+150
+2% +$15.5K 0.79% 48
2018
Q4 		$717K Buy
+7,344
New +$782K 0.89% 43

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

Garrison Point Advisors's JPM Position: Q1 2026 in Review

Garrison Point Advisors reduced its JPMorgan Chase (JPM) stake by 1.5% in Q1 2026, selling an estimated $34.3K and leaving 7,401 shares worth $2.18M. The position accounts for 0.99% of the portfolio, ranked #23.

Garrison Point Advisors first reported a position in JPM in Q4 2018 and has held it in 30 quarters since. The position peaked at $2.42M in Q4 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Garrison Point Advisors held 7,401 shares of JPMorgan Chase worth $2.18M as of Q1 2026.
  • Garrison Point Advisors sold 113 JPMorgan Chase shares in Q1 2026, an estimated $34.3K.
  • JPMorgan Chase made up 0.99% of Garrison Point Advisors's portfolio in Q1 2026, its #23 holding.
  • Garrison Point Advisors first reported a position in JPMorgan Chase in Q4 2018 and has held it in 30 quarters since.
  • Garrison Point Advisors's JPMorgan Chase position peaked at $2.42M in Q4 2025.
  • 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Garrison Point Advisors's 13F filing for Q1 2026, filed 13 May 2026.