Granite Bay Wealth Management’s JPMorgan Chase JPM Stock Holding History

Granite Bay Wealth 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	$8.45M	Buy	28,736 +2,619	+10%	+$795K	1.8%	19
2025 Q4	$8.42M	Buy	26,117 +923	+4%	+$286K	2.02%	18
2025 Q3	$7.95M	Buy	25,194 +351	+1%	+$104K	2.07%	16
2025 Q2	$7.2M	Sell	24,843 -42	-0.2%	-$10.7K	2.31%	15
2025 Q1	$6.1M	Sell	24,885 -1,633	-6%	-$416K	2.12%	16
2024 Q4	$6.36M	Buy	26,518 +588	+2%	+$137K	2.36%	17
2024 Q3	$5.47M	Buy	25,930 +2,501	+11%	+$527K	3.07%	13
2024 Q2	$4.74M	Buy	23,429 +1,051	+5%	+$205K	2.54%	13
2024 Q1	$4.48M	Sell	22,378 -1,302,480	-98%	-$235M	2.55%	13
2023 Q4	$201M	Buy	1,324,858 +262,515	+25%	+$39.8M	1.8%	16
2023 Q3	$159M	Buy	1,062,343 +1,050,820	+9,119%	+$158M	1.56%	17
2023 Q2	$1.68M	Buy	11,523 +2,771	+32%	+$381K	1.56%	14
2023 Q1	$1.14M	Buy	+8,752	New	+$1.2M	0.8%	21

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

Granite Bay Wealth Management's JPM Position: Q1 2026 in Review

Granite Bay Wealth Management increased its JPMorgan Chase (JPM) stake by 10% in Q1 2026, buying an estimated $795K and bringing the position to 28,736 shares worth $8.45M. The position accounts for 1.8% of the portfolio, ranked #19.

Granite Bay Wealth Management first reported a position in JPM in Q1 2023 and has held it in 13 quarters since. The position peaked at $201M in Q4 2023. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Granite Bay Wealth Management held 28,736 shares of JPMorgan Chase worth $8.45M as of Q1 2026.
Granite Bay Wealth Management bought 2,619 JPMorgan Chase shares in Q1 2026, an estimated $795K.
JPMorgan Chase made up 1.8% of Granite Bay Wealth Management's portfolio in Q1 2026, its #19 holding.
Granite Bay Wealth Management first reported a position in JPMorgan Chase in Q1 2023 and has held it in 13 quarters since.
Granite Bay Wealth Management's JPMorgan Chase position peaked at $201M in Q4 2023.
5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Granite Bay Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.