Limestone Investment Advisors’s JPMorgan Chase JPM Stock Holding History

Limestone Investment Advisors’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	$8.09M	Sell	27,500 -6,700	-20%	-$2.03M	0.65%	29
2025 Q4	$11M	Sell	34,200 -25,400	-43%	-$7.86M	1.06%	15
2025 Q3	$18.8M	Buy	59,600 +12,200	+26%	+$3.63M	1.49%	7
2025 Q2	$13.7M	Buy	+47,400	New	+$12.1M	1.2%	19

Other funds holding JPM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Limestone Investment Advisors's JPM Position: Q1 2026 in Review

Limestone Investment Advisors opened a new position in JPMorgan Chase (JPM) in Q1 2026: 6,652 shares worth $1.96M. The stake represents 0.16% of the portfolio and ranks #104 among its holdings.

5,055 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Limestone Investment Advisors held 6,652 shares of JPMorgan Chase worth $1.96M as of Q1 2026.
JPMorgan Chase was a new Limestone Investment Advisors position in Q1 2026.
JPMorgan Chase made up 0.16% of Limestone Investment Advisors's portfolio in Q1 2026, its #104 holding.
5,055 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Limestone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.