JP Morgan Chase
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JP Morgan Chase’s Peapack-Gladstone Financial PGC Stock Holding History

JP Morgan Chase’s Portfolio PGC Stock Details PGC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$8.5M Buy
243,243
+183,812
+309% +$5.98M ﹤0.01% 2833
2025
Q4 		$1.66M Sell
59,431
-73,075
-55% -$1.99M ﹤0.01% 4235
2025
Q3 		$3.66M Sell
132,506
-14,848
-10% -$417K ﹤0.01% 3626
2025
Q2 		$4.16M Sell
147,354
-19,618
-12% -$539K ﹤0.01% 3316
2025
Q1 		$4.74M Sell
166,972
-35,893
-18% -$1.13M ﹤0.01% 3211
2024
Q4 		$6.5M Buy
202,865
+55,363
+38% +$1.84M ﹤0.01% 3111
2024
Q3 		$4.04M Buy
147,502
+8,393
+6% +$220K ﹤0.01% 3370
2024
Q2 		$3.15M Buy
139,109
+69,011
+98% +$1.56M ﹤0.01% 3401
2024
Q1 		$1.71M Buy
70,098
+5,157
+8% +$132K ﹤0.01% 3965
2023
Q4 		$1.94M Sell
64,941
-184,399
-74% -$4.8M ﹤0.01% 3860
2023
Q3 		$6.4M Sell
249,340
-120,598
-33% -$3.34M ﹤0.01% 2648
2023
Q2 		$10M Sell
369,938
-37,557
-9% -$1.03M ﹤0.01% 2285
2023
Q1 		$12.1M Buy
407,495
+47,771
+13% +$1.69M ﹤0.01% 2113
2022
Q4 		$13.4M Buy
359,724
+2,938
+0.8% +$112K ﹤0.01% 2006
2022
Q3 		$12M Buy
356,786
+149,612
+72% +$4.92M ﹤0.01% 2007
2022
Q2 		$6.15M Buy
207,174
+69,520
+51% +$2.22M ﹤0.01% 2599
2022
Q1 		$4.78M Buy
137,654
+45,416
+49% +$1.67M ﹤0.01% 3046
2021
Q4 		$3.27M Buy
92,238
+21,273
+30% +$729K ﹤0.01% 3409
2021
Q3 		$2.37M Sell
70,965
-15,040
-17% -$484K ﹤0.01% 3655
2021
Q2 		$2.67M Sell
86,005
-47,025
-35% -$1.52M ﹤0.01% 3580
2021
Q1 		$4.11M Sell
133,030
-13,160
-9% -$361K ﹤0.01% 3141
2020
Q4 		$3.33M Buy
146,190
+128,868
+744% +$2.55M ﹤0.01% 3121
2020
Q3 		$265K Sell
17,322
-4,832
-22% -$81K ﹤0.01% 4236
2020
Q2 		$415K Sell
22,154
-14,136
-39% -$250K ﹤0.01% 3928
2020
Q1 		$652K Buy
36,290
+6,065
+20% +$161K ﹤0.01% 3685
2019
Q4 		$934K Buy
30,225
+24,026
+388% +$707K ﹤0.01% 3914
2019
Q3 		$174K Buy
6,199
+1,005
+19% +$28.2K ﹤0.01% 4692
2019
Q2 		$144K Buy
5,194
+646
+14% +$17.9K ﹤0.01% 4790
2019
Q1 		$119K Sell
4,548
-132
-3% -$3.62K ﹤0.01% 4826
2018
Q4 		$118K Sell
4,680
-15,758
-77% -$435K ﹤0.01% 4783
2018
Q3 		$631K Sell
20,438
-7,581
-27% -$253K ﹤0.01% 4175
2018
Q2 		$970K Buy
28,019
+11,669
+71% +$398K ﹤0.01% 3849
2018
Q1 		$546K Buy
16,350
+6,556
+67% +$229K ﹤0.01% 3969
2017
Q4 		$343K Buy
+9,794
New +$335K ﹤0.01% 4235
2017
Q3 		– Sell
-8,925
Closed -$279K – 5122
2017
Q2 		$279K Sell
8,925
-4,174
-32% -$128K ﹤0.01% 3900
2017
Q1 		$388K Sell
13,099
-29,444
-69% -$908K ﹤0.01% 3819
2016
Q4 		$1.31M Buy
42,543
+27,683
+186% +$713K ﹤0.01% 3309
2016
Q3 		$333K Buy
14,860
+8,119
+120% +$165K ﹤0.01% 3537
2016
Q2 		$125K Buy
6,741
+2,963
+78% +$54.5K ﹤0.01% 3833
2016
Q1 		$64K Buy
+3,778
New +$68.6K ﹤0.01% 3843

Other funds holding PGC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
PTC
Philadelphia Trust Company Philadelphia, Pennsylvania $1.42B AUM 43.77% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
PGFC
Peapack-Gladstone Financial Corp Bedminster, New Jersey $7.82B AUM 21.06% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

JP Morgan Chase increased its Peapack-Gladstone Financial (PGC) stake by 309% in Q1 2026, buying an estimated $5.98M and bringing the position to 243,243 shares worth $8.5M. The position accounts for ﹤0.01% of the portfolio, ranked #2833.

JP Morgan Chase first reported a position in PGC in Q1 2016 and has held it in 40 quarters since. The position peaked at $13.4M in Q4 2022. 166 funds tracked by Wall St. Rank hold PGC as of Q1 2026.

  • JP Morgan Chase held 243,243 shares of Peapack-Gladstone Financial worth $8.5M as of Q1 2026.
  • JP Morgan Chase bought 183,812 Peapack-Gladstone Financial shares in Q1 2026, an estimated $5.98M.
  • Peapack-Gladstone Financial made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #2833 holding.
  • JP Morgan Chase first reported a position in Peapack-Gladstone Financial in Q1 2016 and has held it in 40 quarters since.
  • JP Morgan Chase's Peapack-Gladstone Financial position peaked at $13.4M in Q4 2022.
  • 166 funds tracked by Wall St. Rank held Peapack-Gladstone Financial as of Q1 2026.

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