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Graney & King’s JPMorgan Chase JPM Stock Holding History

Graney & King’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 		$260K Sell
885
-3
-0.3% -$910 0.14% 56
2025
Q4 		$286K Buy
888
+1
+0.1% +$310 0.17% 51
2025
Q3 		$280K Sell
887
-7
-0.8% -$2.08K 0.19% 52
2025
Q2 		$259K Buy
894
+62
+7% +$15.8K 0.17% 48
2025
Q1 		$204K Buy
832
+59
+8% +$15K 0.15% 54
2024
Q4 		$185K Buy
+773
New +$180K 0.14% 58

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

Graney & King's JPM Position: Q1 2026 in Review

Graney & King reduced its JPMorgan Chase (JPM) stake by 0.34% in Q1 2026, selling an estimated $910 and leaving 885 shares worth $260K. The position accounts for 0.14% of the portfolio, ranked #56.

Graney & King first reported a position in JPM in Q4 2024 and has held it in 6 quarters since. The position peaked at $286K in Q4 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Graney & King held 885 shares of JPMorgan Chase worth $260K as of Q1 2026.
  • Graney & King sold 3 JPMorgan Chase shares in Q1 2026, an estimated $910.
  • JPMorgan Chase made up 0.14% of Graney & King's portfolio in Q1 2026, its #56 holding.
  • Graney & King first reported a position in JPMorgan Chase in Q4 2024 and has held it in 6 quarters since.
  • Graney & King's JPMorgan Chase position peaked at $286K in Q4 2025.
  • 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Graney & King's 13F filing for Q1 2026, filed 18 May 2026.