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Knollwood Investment Advisory’s JPMorgan Chase JPM Stock Holding History

Knollwood Investment Advisory’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 		$1.85M Hold
6,273
– – 0.19% 111
2025
Q4 		$2.02M Hold
6,273
– – 0.19% 111
2025
Q3 		$1.98M Sell
6,273
-37
-0.6% -$11K 0.18% 123
2025
Q2 		$1.83M Hold
6,310
– – 0.18% 129
2025
Q1 		$1.55M Hold
6,310
– – 0.17% 144
2024
Q4 		$1.51M Hold
6,310
– – 0.16% 147
2024
Q3 		$1.33M Hold
6,310
– – 0.14% 164
2024
Q2 		$1.28M Buy
+6,310
New +$1.23M 0.14% 161

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

Knollwood Investment Advisory's JPM Position: Q1 2026 in Review

Knollwood Investment Advisory held its JPMorgan Chase (JPM) position steady in Q1 2026 at 6,273 shares worth $1.85M. The position accounts for 0.19% of the portfolio, ranked #111.

Knollwood Investment Advisory first reported a position in JPM in Q2 2024 and has held it in 8 quarters since. The position peaked at $2.02M in Q4 2025. 5,060 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Knollwood Investment Advisory held 6,273 shares of JPMorgan Chase worth $1.85M as of Q1 2026.
  • Knollwood Investment Advisory left its JPMorgan Chase share count unchanged in Q1 2026.
  • JPMorgan Chase made up 0.19% of Knollwood Investment Advisory's portfolio in Q1 2026, its #111 holding.
  • Knollwood Investment Advisory first reported a position in JPMorgan Chase in Q2 2024 and has held it in 8 quarters since.
  • Knollwood Investment Advisory's JPMorgan Chase position peaked at $2.02M in Q4 2025.
  • 5,060 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Knollwood Investment Advisory's 13F filing for Q1 2026, filed 14 May 2026.