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&Partners’s JPMorgan Chase JPM Stock Holding History

&Partners’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 		$265M Buy
936,618
+22,622
+2% +$6.87M 1.31% 10
2025
Q4 		$295M Buy
913,996
+164,211
+22% +$50.8M 1.54% 9
2025
Q3 		$236M Buy
749,785
+61,822
+9% +$18.4M 1.51% 10
2025
Q2 		$199M Buy
687,963
+123,902
+22% +$31.6M 1.53% 9
2025
Q1 		$137M Buy
564,061
+45,297
+9% +$11.5M 1.46% 8
2024
Q4 		$126M Buy
518,764
+200,346
+63% +$46.7M 1.51% 8
2024
Q3 		$67.1M Buy
318,418
+168,411
+112% +$35.5M 1.29% 9
2024
Q2 		$30.3M Buy
150,007
+119,747
+396% +$23.4M 1.33% 9
2024
Q1 		$6.07M Buy
30,260
+10,954
+57% +$1.98M 0.84% 20
2023
Q4 		$3.29M Buy
19,306
+12,822
+198% +$1.94M 0.8% 24
2023
Q3 		$940K Buy
6,484
+310
+5% +$46.5K 0.44% 45
2023
Q2 		$898K Sell
6,174
-200
-3% -$27.5K 0.4% 49
2023
Q1 		$831K Sell
6,374
-21
-0.3% -$2.88K 0.4% 51
2022
Q4 		$858K Sell
6,395
-93
-1% -$11.8K 0.43% 52
2022
Q3 		$678K Buy
6,488
+290
+5% +$33.3K 0.39% 58
2022
Q2 		$698K Buy
6,198
+306
+5% +$37.9K 0.4% 60
2022
Q1 		$814K Buy
5,892
+1,135
+24% +$168K 0.46% 51
2021
Q4 		$753K Sell
4,757
-100
-2% -$16.4K 0.45% 53
2021
Q3 		$795K Buy
4,857
+158
+3% +$24.8K 0.51% 47
2021
Q2 		$731K Buy
4,699
+175
+4% +$27.5K 0.47% 51
2021
Q1 		$689K Hold
4,524
– – 0.5% 52
2020
Q4 		$575K Hold
4,524
– – 0.48% 55
2020
Q3 		$436K Sell
4,524
-430
-9% -$42.2K 0.44% 60
2020
Q2 		$466K Sell
4,954
-1,062
-18% -$101K 0.56% 49
2020
Q1 		$542K Buy
6,016
+256
+4% +$31.1K 0.84% 32
2019
Q4 		$803K Hold
5,760
– – 0.96% 29
2019
Q3 		$678K Sell
5,760
-150
-3% -$17K 0.88% 31
2019
Q2 		$661K Sell
5,910
-548
-8% -$60.4K 0.91% 32
2019
Q1 		$654K Hold
6,458
– – 0.94% 33
2018
Q4 		$630K Buy
+6,458
New +$688K 1.06% 28

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

&Partners's JPM Position: Q1 2026 in Review

&Partners increased its JPMorgan Chase (JPM) stake by 2.5% in Q1 2026, buying an estimated $6.87M and bringing the position to 936,618 shares worth $265M. The position accounts for 1.31% of the portfolio, ranked #10.

&Partners first reported a position in JPM in Q4 2018 and has held it in 30 quarters since. The position peaked at $295M in Q4 2025. 5,057 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • &Partners held 936,618 shares of JPMorgan Chase worth $265M as of Q1 2026.
  • &Partners bought 22,622 JPMorgan Chase shares in Q1 2026, an estimated $6.87M.
  • JPMorgan Chase made up 1.31% of &Partners's portfolio in Q1 2026, its #10 holding.
  • &Partners first reported a position in JPMorgan Chase in Q4 2018 and has held it in 30 quarters since.
  • &Partners's JPMorgan Chase position peaked at $295M in Q4 2025.
  • 5,057 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.