Havemeyer Place’s JPMorgan Chase JPM Stock Holding History

Havemeyer Place’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	$848K	Buy	2,883 +1,953	+210%	+$593K	0.1%	336
2025 Q4	$300K	Buy	+930	New	+$288K	0.06%	390

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Havemeyer Place's JPM Position: Q1 2026 in Review

Havemeyer Place increased its JPMorgan Chase (JPM) stake by 210% in Q1 2026, buying an estimated $593K and bringing the position to 2,883 shares worth $848K. The position accounts for 0.1% of the portfolio, ranked #336.

Havemeyer Place first reported a position in JPM in Q4 2025 and has held it in 2 quarters since. 5,065 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Havemeyer Place held 2,883 shares of JPMorgan Chase worth $848K as of Q1 2026.
Havemeyer Place bought 1,953 JPMorgan Chase shares in Q1 2026, an estimated $593K.
JPMorgan Chase made up 0.1% of Havemeyer Place's portfolio in Q1 2026, its #336 holding.
Havemeyer Place first reported a position in JPMorgan Chase in Q4 2025 and has held it in 2 quarters since.
5,065 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Havemeyer Place's 13F filing for Q1 2026, filed 13 May 2026.