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Minot DeBlois Advisors’s JPMorgan Chase JPM Stock Holding History

Minot DeBlois 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 		$11.8K Sell
40
-10
-20% -$3.04K 0.01% 139
2025
Q4 		$16.1K Hold
50
– – 0.01% 113
2025
Q3 		$15.8K Hold
50
– – 0.01% 139
2025
Q2 		$14.5K Sell
50
-10
-17% -$2.55K 0.01% 142
2025
Q1 		$14.7K Sell
60
-165
-73% -$42.1K 0.01% 142
2024
Q4 		$53.9K Buy
+225
New +$52.4K 0.05% 110

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

Minot DeBlois Advisors's JPM Position: Q1 2026 in Review

Minot DeBlois Advisors reduced its JPMorgan Chase (JPM) stake by 20% in Q1 2026, selling an estimated $3.04K and leaving 40 shares worth $11.8K. The position accounts for 0.01% of the portfolio, ranked #139.

Minot DeBlois Advisors first reported a position in JPM in Q4 2024 and has held it in 6 quarters since. The position peaked at $53.9K in Q4 2024. 5,059 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Minot DeBlois Advisors held 40 shares of JPMorgan Chase worth $11.8K as of Q1 2026.
  • Minot DeBlois Advisors sold 10 JPMorgan Chase shares in Q1 2026, an estimated $3.04K.
  • JPMorgan Chase made up 0.01% of Minot DeBlois Advisors's portfolio in Q1 2026, its #139 holding.
  • Minot DeBlois Advisors first reported a position in JPMorgan Chase in Q4 2024 and has held it in 6 quarters since.
  • Minot DeBlois Advisors's JPMorgan Chase position peaked at $53.9K in Q4 2024.
  • 5,059 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Minot DeBlois Advisors's 13F filing for Q1 2026, filed 8 May 2026.