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Gould Capital’s JPMorgan Chase JPM Stock Holding History

Gould 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 		$3M Buy
+10,195
New +$3.09M 1.81% 22
2022
Q1 		– Sell
-104
Closed -$17K – 207
2021
Q4 		$17K Buy
+104
New +$17.1K 0.01% 138

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

Gould Capital's JPM Position: Q1 2026 in Review

Gould Capital opened a new position in JPMorgan Chase (JPM) in Q1 2026: 10,195 shares worth $3M. The stake represents 1.81% of the portfolio and ranks #22 among its holdings. This is a return to the name: Gould Capital previously reported a position in JPM as recently as Q4 2021.

Gould Capital first reported a position in JPM in Q4 2021 and has held it in 2 quarters since. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Gould Capital held 10,195 shares of JPMorgan Chase worth $3M as of Q1 2026.
  • JPMorgan Chase was a new Gould Capital position in Q1 2026.
  • JPMorgan Chase made up 1.81% of Gould Capital's portfolio in Q1 2026, its #22 holding.
  • Gould Capital first reported a position in JPMorgan Chase in Q4 2021 and has held it in 2 quarters since.
  • 5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Gould Capital's 13F filing for Q1 2026, filed 18 May 2026.