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Greenspring Advisors’s JPMorgan Chase JPM Stock Holding History

Greenspring 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 		$3.37M Buy
11,444
+599
+6% +$182K 0.21% 64
2025
Q4 		$3.49M Buy
10,845
+9,386
+643% +$2.91M 0.21% 60
2025
Q3 		$460K Buy
+1,459
New +$434K 0.08% 63
2025
Q1 		$329K Sell
1,342
-117
-8% -$29.8K 0.08% 69
2024
Q4 		$350K Hold
1,459
– – 0.08% 64
2024
Q3 		$308K Buy
1,459
+394
+37% +$83K 0.07% 67
2024
Q2 		$215K Hold
1,065
– – 0.05% 74
2024
Q1 		$213K Buy
+1,065
New +$192K 0.05% 75
2023
Q2 		– Sell
-3,026
Closed -$394K – 103
2023
Q1 		$394K Buy
+3,026
New +$415K 0.09% 85

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

Greenspring Advisors's JPM Position: Q1 2026 in Review

Greenspring Advisors increased its JPMorgan Chase (JPM) stake by 5.5% in Q1 2026, buying an estimated $182K and bringing the position to 11,444 shares worth $3.37M. The position accounts for 0.21% of the portfolio, ranked #64.

Greenspring Advisors first reported a position in JPM in Q1 2023 and has held it in 9 quarters since. The position peaked at $3.49M in Q4 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Greenspring Advisors held 11,444 shares of JPMorgan Chase worth $3.37M as of Q1 2026.
  • Greenspring Advisors bought 599 JPMorgan Chase shares in Q1 2026, an estimated $182K.
  • JPMorgan Chase made up 0.21% of Greenspring Advisors's portfolio in Q1 2026, its #64 holding.
  • Greenspring Advisors first reported a position in JPMorgan Chase in Q1 2023 and has held it in 9 quarters since.
  • Greenspring Advisors's JPMorgan Chase position peaked at $3.49M in Q4 2025.
  • 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Greenspring Advisors's 13F filing for Q1 2026, filed 5 May 2026.