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Pacific Point Advisors’s JPMorgan Chase JPM Stock Holding History

Pacific Point 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 		$1.32M Buy
4,492
+147
+3% +$44.6K 0.7% 47
2025
Q4 		$1.4M Buy
4,345
+522
+14% +$162K 0.75% 39
2025
Q3 		$1.21M Hold
3,823
– – 0.7% 52
2025
Q2 		$1.11M Hold
3,823
– – 0.6% 47
2025
Q1 		$938K Hold
3,823
– – 0.52% 49
2024
Q4 		$1.02M Buy
+3,823
New +$890K 0.62% 46

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

Pacific Point Advisors's JPM Position: Q1 2026 in Review

Pacific Point Advisors increased its JPMorgan Chase (JPM) stake by 3.4% in Q1 2026, buying an estimated $44.6K and bringing the position to 4,492 shares worth $1.32M. The position accounts for 0.7% of the portfolio, ranked #47.

Pacific Point Advisors first reported a position in JPM in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.4M in Q4 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Pacific Point Advisors held 4,492 shares of JPMorgan Chase worth $1.32M as of Q1 2026.
  • Pacific Point Advisors bought 147 JPMorgan Chase shares in Q1 2026, an estimated $44.6K.
  • JPMorgan Chase made up 0.7% of Pacific Point Advisors's portfolio in Q1 2026, its #47 holding.
  • Pacific Point Advisors first reported a position in JPMorgan Chase in Q4 2024 and has held it in 6 quarters since.
  • Pacific Point Advisors's JPMorgan Chase position peaked at $1.4M in Q4 2025.
  • 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Pacific Point Advisors's 13F filing for Q1 2026, filed 4 May 2026.