JP Morgan Chase
PFIS icon

JP Morgan Chase’s Peoples Financial Services PFIS Stock Holding History

JP Morgan Chase’s Portfolio PFIS Stock Details PFIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$266K Sell
5,000
-6,245
-56% -$329K ﹤0.01% 5330
2025
Q4 		$548K Buy
11,245
+626
+6% +$30.3K ﹤0.01% 4949
2025
Q3 		$516K Buy
10,619
+2,420
+30% +$124K ﹤0.01% 5014
2025
Q2 		$405K Sell
8,199
-8,248
-50% -$382K ﹤0.01% 4890
2025
Q1 		$731K Sell
16,447
-18,165
-52% -$888K ﹤0.01% 4552
2024
Q4 		$1.77M Buy
34,612
+14,170
+69% +$721K ﹤0.01% 4241
2024
Q3 		$958K Buy
20,442
+16,164
+378% +$743K ﹤0.01% 4494
2024
Q2 		$195K Sell
4,278
-11,641
-73% -$456K ﹤0.01% 5177
2024
Q1 		$686K Buy
15,919
+4,458
+39% +$191K ﹤0.01% 4599
2023
Q4 		$558K Buy
11,461
+6,465
+129% +$277K ﹤0.01% 4719
2023
Q3 		$200K Sell
4,996
-1,164
-19% -$52.3K ﹤0.01% 5073
2023
Q2 		$270K Buy
6,160
+414
+7% +$16.9K ﹤0.01% 4892
2023
Q1 		$249K Buy
5,746
+412
+8% +$20.2K ﹤0.01% 4931
2022
Q4 		$277K Buy
5,334
+1,511
+40% +$80.5K ﹤0.01% 4874
2022
Q3 		$179K Buy
3,823
+82
+2% +$4.23K ﹤0.01% 5009
2022
Q2 		$209K Sell
3,741
-330
-8% -$16.8K ﹤0.01% 5064
2022
Q1 		$205K Sell
4,071
-6,413
-61% -$320K ﹤0.01% 5181
2021
Q4 		$553K Buy
10,484
+4,843
+86% +$234K ﹤0.01% 4763
2021
Q3 		$256K Sell
5,641
-3,922
-41% -$174K ﹤0.01% 5105
2021
Q2 		$408K Sell
9,563
-12,197
-56% -$525K ﹤0.01% 4824
2021
Q1 		$919K Buy
21,760
+1,019
+5% +$42K ﹤0.01% 4291
2020
Q4 		$763K Buy
20,741
+14,585
+237% +$553K ﹤0.01% 4119
2020
Q3 		$220K Sell
6,156
-2,679
-30% -$98.2K ﹤0.01% 4316
2020
Q2 		$338K Sell
8,835
-3,081
-26% -$107K ﹤0.01% 4027
2020
Q1 		$474K Buy
11,916
+939
+9% +$42.8K ﹤0.01% 3843
2019
Q4 		$553K Buy
10,977
+6,914
+170% +$338K ﹤0.01% 4185
2019
Q3 		$184K Buy
4,063
+2,170
+115% +$97.5K ﹤0.01% 4670
2019
Q2 		$81K Buy
1,893
+212
+13% +$9.27K ﹤0.01% 5005
2019
Q1 		$76K Sell
1,681
-572
-25% -$24.9K ﹤0.01% 4977
2018
Q4 		$100K Buy
2,253
+657
+41% +$27.9K ﹤0.01% 4851
2018
Q3 		$68K Sell
1,596
-77
-5% -$3.51K ﹤0.01% 5083
2018
Q2 		$79K Buy
1,673
+293
+21% +$13.8K ﹤0.01% 4923
2018
Q1 		$63K Sell
1,380
-98
-7% -$4.38K ﹤0.01% 4738
2017
Q4 		$69K Buy
+1,478
New +$69.6K ﹤0.01% 4789
2017
Q2 		– Sell
-4,866
Closed -$203K – 5153
2017
Q1 		$203K Sell
4,866
-5,904
-55% -$257K ﹤0.01% 4067
2016
Q4 		$524K Buy
+10,770
New +$467K ﹤0.01% 3746
2015
Q4 		– Sell
-45,600
Closed -$1.59M – 4785
2015
Q3 		$1.59M Sell
45,600
-15,200
-25% -$571K ﹤0.01% 2861
2015
Q2 		$2.41M Sell
60,800
-8,400
-12% -$338K ﹤0.01% 2802
2015
Q1 		$3.1M Sell
69,200
-14,200
-17% -$620K ﹤0.01% 2634
2014
Q4 		$4.14M Sell
83,400
-30,925
-27% -$1.51M ﹤0.01% 2522
2014
Q3 		$5.26M Buy
114,325
+91,600
+403% +$4.51M ﹤0.01% 2342
2014
Q2 		$1.17M Buy
+22,725
New +$1.09M ﹤0.01% 2787

Other funds holding PFIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
PFSC
Peoples Financial Services Corp Dunmore, Pennsylvania $211M AUM 25.07% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

JP Morgan Chase's PFIS Position: Q1 2026 in Review

JP Morgan Chase reduced its Peoples Financial Services (PFIS) stake by 56% in Q1 2026, selling an estimated $329K and leaving 5,000 shares worth $266K. The position accounts for ﹤0.01% of the portfolio, ranked #5330.

JP Morgan Chase first reported a position in PFIS in Q2 2014 and has held it in 42 quarters since. The position peaked at $5.26M in Q3 2014. 114 funds tracked by Wall St. Rank hold PFIS as of Q1 2026.

  • JP Morgan Chase held 5,000 shares of Peoples Financial Services worth $266K as of Q1 2026.
  • JP Morgan Chase sold 6,245 Peoples Financial Services shares in Q1 2026, an estimated $329K.
  • Peoples Financial Services made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #5330 holding.
  • JP Morgan Chase first reported a position in Peoples Financial Services in Q2 2014 and has held it in 42 quarters since.
  • JP Morgan Chase's Peoples Financial Services position peaked at $5.26M in Q3 2014.
  • 114 funds tracked by Wall St. Rank held Peoples Financial Services as of Q1 2026.

Based on JP Morgan Chase's 13F filing for Q1 2026, filed 13 May 2026.