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Newbridge Financial Services Group’s JPMorgan Chase JPM Stock Holding History

Newbridge Financial Services Group’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 		$1.16M Sell
3,953
-4,930
-55% -$1.5M 0.19% 94
2025
Q4 		$2.86M Buy
8,883
+3,027
+52% +$937K 0.44% 51
2025
Q3 		$1.85M Sell
5,856
-3,467
-37% -$1.03M 0.28% 75
2025
Q2 		$2.7M Buy
9,323
+3,419
+58% +$872K 0.44% 50
2025
Q1 		$1.45M Sell
5,904
-15
-0.3% -$3.82K 0.35% 65
2024
Q4 		$1.42M Buy
5,919
+435
+8% +$101K 0.36% 60
2024
Q3 		$1.16M Buy
5,484
+1,735
+46% +$365K 0.41% 61
2024
Q2 		$758K Sell
3,749
-268
-7% -$52.4K 0.28% 68
2024
Q1 		$805K Sell
4,017
-6,689
-62% -$1.21M 0.35% 64
2023
Q4 		$1.82M Buy
10,706
+1,289
+14% +$195K 0.89% 16
2023
Q3 		$1.37M Sell
9,417
-469
-5% -$70.3K 0.69% 17
2023
Q2 		$1.44M Sell
9,886
-257
-3% -$35.3K 0.7% 15
2023
Q1 		$1.32M Sell
10,143
-183
-2% -$25.1K 0.7% 17
2022
Q4 		$1.38M Sell
10,326
-887
-8% -$112K 0.8% 14
2022
Q3 		$1.17M Buy
11,213
+499
+5% +$57.3K 0.69% 14
2022
Q2 		$1.21M Buy
10,714
+1,172
+12% +$145K 0.75% 16
2022
Q1 		$1.3M Sell
9,542
-116
-1% -$17.1K 0.64% 22
2021
Q4 		$1.53M Buy
9,658
+5,672
+142% +$931K 0.72% 25
2021
Q3 		$652K Buy
3,986
+217
+6% +$34K 0.41% 47
2021
Q2 		$586K Sell
3,769
-627
-14% -$98.5K 0.36% 60
2021
Q1 		$669K Sell
4,396
-128
-3% -$18.4K 0.49% 39
2020
Q4 		$575K Buy
4,524
+252
+6% +$28.2K 0.47% 43
2020
Q3 		$411K Buy
+4,272
New +$420K 0.4% 55

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

Newbridge Financial Services Group's JPM Position: Q1 2026 in Review

Newbridge Financial Services Group reduced its JPMorgan Chase (JPM) stake by 55% in Q1 2026, selling an estimated $1.5M and leaving 3,953 shares worth $1.16M. The position accounts for 0.19% of the portfolio, ranked #94.

Newbridge Financial Services Group first reported a position in JPM in Q3 2020 and has held it in 23 quarters since. The position peaked at $2.86M in Q4 2025. 5,059 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Newbridge Financial Services Group held 3,953 shares of JPMorgan Chase worth $1.16M as of Q1 2026.
  • Newbridge Financial Services Group sold 4,930 JPMorgan Chase shares in Q1 2026, an estimated $1.5M.
  • JPMorgan Chase made up 0.19% of Newbridge Financial Services Group's portfolio in Q1 2026, its #94 holding.
  • Newbridge Financial Services Group first reported a position in JPMorgan Chase in Q3 2020 and has held it in 23 quarters since.
  • Newbridge Financial Services Group's JPMorgan Chase position peaked at $2.86M in Q4 2025.
  • 5,059 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Newbridge Financial Services Group's 13F filing for Q1 2026, filed 5 May 2026.