Goldstream Capital Management’s JPMorgan Chase JPM Stock Holding History

Goldstream Capital 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	–	Sell	-3,841	Closed	-$1.24M	–	43
2025 Q4	$1.24M	Hold	3,841	–	–	0.44%	26
2025 Q3	$1.21M	Hold	3,841	–	–	0.27%	23
2025 Q2	$1.11M	Hold	3,841	–	–	0.37%	25
2025 Q1	$942K	Hold	3,841	–	–	0.42%	17
2024 Q4	$921K	Sell	3,841 -5,141	-57%	-$1.2M	0.26%	19
2024 Q3	$1.89M	Buy	+8,982	New	+$1.89M	0.64%	20
2023 Q4	–	Sell	-3,656	Closed	-$530K	–	44
2023 Q3	$530K	Hold	3,656	–	–	0.42%	21
2023 Q2	$532K	Buy	3,656 +1,675	+85%	+$230K	0.38%	15
2023 Q1	$258K	Buy	+1,981	New	+$271K	0.27%	18

Other funds holding JPM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Goldstream Capital Management's JPM Position: Q1 2026 in Review

Goldstream Capital Management sold out of JPMorgan Chase (JPM) in Q1 2026, closing a stake of 3,841 shares — an estimated $1.24M sold.

Goldstream Capital Management first reported a position in JPM in Q1 2023 and held it in 9 quarters. The position peaked at $1.89M in Q3 2024. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Goldstream Capital Management reported no remaining JPMorgan Chase position as of Q1 2026 after selling out during the quarter.
Goldstream Capital Management sold 3,841 JPMorgan Chase shares in Q1 2026, an estimated $1.24M.
Goldstream Capital Management first reported a position in JPMorgan Chase in Q1 2023 and held it in 9 quarters.
Goldstream Capital Management's JPMorgan Chase position peaked at $1.89M in Q3 2024.
5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Goldstream Capital Management's 13F filing for Q1 2026, filed 15 May 2026.