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Inlet Private Wealth’s JPMorgan Chase JPM Stock Holding History

Inlet Private Wealth’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 		$12.8M Sell
43,440
-5,300
-11% -$1.61M 3.26% 5
2025
Q4 		$15.7M Sell
48,740
-1,750
-3% -$542K 3.64% 5
2025
Q3 		$15.9M Buy
50,490
+26
+0.1% +$7.73K 3.59% 5
2025
Q2 		$14.6M Sell
50,464
-160
-0.3% -$40.8K 3.6% 5
2025
Q1 		$12.4M Sell
50,624
-1,725
-3% -$440K 3.23% 5
2024
Q4 		$12.5M Sell
52,349
-1,265
-2% -$295K 3.32% 5
2024
Q3 		$11.3M Sell
53,614
-175
-0.3% -$36.9K 2.87% 4
2024
Q2 		$10.9M Sell
53,789
-582
-1% -$114K 2.98% 5
2024
Q1 		$10.9M Sell
54,371
-1,225
-2% -$221K 3.04% 5
2023
Q4 		$9.46M Sell
55,596
-150
-0.3% -$22.7K 2.9% 5
2023
Q3 		$8.08M Sell
55,746
-7,360
-12% -$1.1M 2.66% 6
2023
Q2 		$9.18M Sell
63,106
-100
-0.2% -$13.8K 2.32% 7
2023
Q1 		$8.24M Sell
63,206
-447
-0.7% -$61.2K 2.14% 8
2022
Q4 		$8.54M Buy
63,653
+1,693
+3% +$215K 2.19% 8
2022
Q3 		$6.47M Buy
61,960
+1,503
+2% +$172K 1.93% 10
2022
Q2 		$6.81M Buy
60,457
+19
+0% +$2.35K 1.94% 13
2022
Q1 		$8.24M Buy
60,438
+179
+0.3% +$26.4K 2.06% 10
2021
Q4 		$9.54M Sell
60,259
-9
-0% -$1.48K 2.31% 8
2021
Q3 		$9.87M Hold
60,268
– – 2.64% 5
2021
Q2 		$9.37M Buy
60,268
+19
+0% +$2.98K 2.46% 6
2021
Q1 		$9.17M Buy
60,249
+608
+1% +$87.5K 2.63% 6
2020
Q4 		$7.58M Sell
59,641
-250
-0.4% -$27.9K 2.48% 8
2020
Q3 		$5.77M Buy
59,891
+2,020
+3% +$198K 2.25% 9
2020
Q2 		$5.44M Hold
57,871
– – 2.17% 9
2020
Q1 		$5.21M Sell
57,871
-100
-0.2% -$12.1K 2.42% 9
2019
Q4 		$8.08M Buy
57,971
+600
+1% +$77K 2.68% 3
2019
Q3 		$6.75M Buy
57,371
+1,600
+3% +$181K 2.5% 3
2019
Q2 		$6.43M Buy
55,771
+5,428
+11% +$598K 2.31% 6
2019
Q1 		$5.1M Buy
50,343
+11,994
+31% +$1.24M 2.05% 6
2018
Q4 		$3.74M Buy
+38,349
New +$4.09M 2.01% 5

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

Inlet Private Wealth's JPM Position: Q1 2026 in Review

Inlet Private Wealth reduced its JPMorgan Chase (JPM) stake by 11% in Q1 2026, selling an estimated $1.61M and leaving 43,440 shares worth $12.8M. The position accounts for 3.26% of the portfolio, ranked #5.

Inlet Private Wealth first reported a position in JPM in Q4 2018 and has held it in 30 quarters since. The position peaked at $15.9M in Q3 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Inlet Private Wealth held 43,440 shares of JPMorgan Chase worth $12.8M as of Q1 2026.
  • Inlet Private Wealth sold 5,300 JPMorgan Chase shares in Q1 2026, an estimated $1.61M.
  • JPMorgan Chase made up 3.26% of Inlet Private Wealth's portfolio in Q1 2026, its #5 holding.
  • Inlet Private Wealth first reported a position in JPMorgan Chase in Q4 2018 and has held it in 30 quarters since.
  • Inlet Private Wealth's JPMorgan Chase position peaked at $15.9M in Q3 2025.
  • 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Inlet Private Wealth's 13F filing for Q1 2026, filed 13 May 2026.