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Jim Saulnier & Associates’s JPMorgan Chase JPM Stock Holding History

Jim Saulnier & Associates’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 		$332K Buy
1,127
+10
+0.9% +$3.04K 0.16% 104
2025
Q4 		$360K Buy
1,117
+2
+0.2% +$619 0.19% 99
2025
Q3 		$352K Buy
1,115
+1
+0.1% +$297 0.2% 94
2025
Q2 		$323K Buy
1,114
+2
+0.2% +$510 0.22% 82
2025
Q1 		$273K Buy
1,112
+2
+0.2% +$510 0.21% 87
2024
Q4 		$266K Buy
1,110
+2
+0.2% +$466 0.23% 77
2024
Q3 		$234K Buy
+1,108
New +$233K 0.23% 73

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

Jim Saulnier & Associates's JPM Position: Q1 2026 in Review

Jim Saulnier & Associates increased its JPMorgan Chase (JPM) stake by 0.9% in Q1 2026, buying an estimated $3.04K and bringing the position to 1,127 shares worth $332K. The position accounts for 0.16% of the portfolio, ranked #104.

Jim Saulnier & Associates first reported a position in JPM in Q3 2024 and has held it in 7 quarters since. The position peaked at $360K in Q4 2025. 5,055 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Jim Saulnier & Associates held 1,127 shares of JPMorgan Chase worth $332K as of Q1 2026.
  • Jim Saulnier & Associates bought 10 JPMorgan Chase shares in Q1 2026, an estimated $3.04K.
  • JPMorgan Chase made up 0.16% of Jim Saulnier & Associates's portfolio in Q1 2026, its #104 holding.
  • Jim Saulnier & Associates first reported a position in JPMorgan Chase in Q3 2024 and has held it in 7 quarters since.
  • Jim Saulnier & Associates's JPMorgan Chase position peaked at $360K in Q4 2025.
  • 5,055 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Jim Saulnier & Associates's 13F filing for Q1 2026, filed 22 Apr 2026.