MC
JPM icon

Marest Capital’s JPMorgan Chase JPM Stock Holding History

Marest Capital’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 		$6.46M Buy
21,947
+1,575
+8% +$478K 3.73% 5
2025
Q4 		$6.56M Buy
20,372
+838
+4% +$259K 3.67% 5
2025
Q3 		$6.16M Buy
19,534
+545
+3% +$162K 3.75% 5
2025
Q2 		$5.51M Buy
18,989
+1,941
+11% +$495K 4.28% 3
2025
Q1 		$4.18M Buy
17,048
+149
+0.9% +$38K 3.47% 4
2024
Q4 		$4.05M Buy
16,899
+132
+0.8% +$30.7K 3.27% 4
2024
Q3 		$3.54M Buy
16,767
+48
+0.3% +$10.1K 2.99% 4
2024
Q2 		$3.38M Buy
16,719
+101
+0.6% +$19.7K 3% 4
2024
Q1 		$3.33M Buy
16,618
+135
+0.8% +$24.4K 3.07% 4
2023
Q4 		$2.8M Buy
+16,483
New +$2.5M 2.87% 5

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

Marest Capital's JPM Position: Q1 2026 in Review

Marest Capital increased its JPMorgan Chase (JPM) stake by 7.7% in Q1 2026, buying an estimated $478K and bringing the position to 21,947 shares worth $6.46M. The position accounts for 3.73% of the portfolio, ranked #5.

Marest Capital first reported a position in JPM in Q4 2023 and has held it in 10 quarters since. The position peaked at $6.56M in Q4 2025. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Marest Capital held 21,947 shares of JPMorgan Chase worth $6.46M as of Q1 2026.
  • Marest Capital bought 1,575 JPMorgan Chase shares in Q1 2026, an estimated $478K.
  • JPMorgan Chase made up 3.73% of Marest Capital's portfolio in Q1 2026, its #5 holding.
  • Marest Capital first reported a position in JPMorgan Chase in Q4 2023 and has held it in 10 quarters since.
  • Marest Capital's JPMorgan Chase position peaked at $6.56M in Q4 2025.
  • 5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Marest Capital's 13F filing for Q1 2026, filed 11 May 2026.