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Peachtree Investment Partners’s JPMorgan Chase JPM Stock Holding History

Peachtree Investment 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 		$6.55M Sell
22,252
-734
-3% -$223K 2.49% 13
2025
Q4 		$7.41M Buy
22,986
+20
+0.1% +$6.19K 2.46% 13
2025
Q3 		$7.24M Buy
22,966
+643
+3% +$191K 2.51% 11
2025
Q2 		$6.47M Buy
22,323
+2,281
+11% +$582K 2.47% 12
2025
Q1 		$4.92M Buy
20,042
+464
+2% +$118K 1.94% 13
2024
Q4 		$4.69M Sell
19,578
-559
-3% -$130K 1.76% 13
2024
Q3 		$4.25M Sell
20,137
-343
-2% -$72.2K 1.6% 14
2024
Q2 		$4.14M Buy
20,480
+451
+2% +$88.2K 1.62% 14
2024
Q1 		$4.01M Sell
20,029
-2,096
-9% -$378K 1.62% 15
2023
Q4 		$3.76M Buy
22,125
+9,968
+82% +$1.51M 1.54% 17
2023
Q3 		$1.76M Buy
12,157
+378
+3% +$56.7K 0.9% 21
2023
Q2 		$1.71M Buy
11,779
+351
+3% +$48.3K 0.78% 23
2023
Q1 		$1.49M Sell
11,428
-6,916
-38% -$948K 0.93% 21
2022
Q4 		$2.46M Sell
18,344
-498
-3% -$63.1K 1.5% 18
2022
Q3 		$1.97M Sell
18,842
-1,772
-9% -$203K 1.32% 18
2022
Q2 		$2.32M Sell
20,614
-1,841
-8% -$228K 1.45% 17
2022
Q1 		$3.06M Sell
22,455
-64
-0.3% -$9.45K 1.41% 20
2021
Q4 		$3.57M Buy
22,519
+2,842
+14% +$467K 1.5% 15
2021
Q3 		$3.22M Buy
19,677
+1,112
+6% +$174K 1.58% 15
2021
Q2 		$2.89M Sell
18,565
-1,186
-6% -$186K 1.41% 18
2021
Q1 		$3.01M Buy
19,751
+3,737
+23% +$538K 1.73% 14
2020
Q4 		$2.04M Buy
16,014
+1,041
+7% +$116K 1.18% 20
2020
Q3 		$1.44M Sell
14,973
-4,647
-24% -$456K 0.99% 23
2020
Q2 		$1.84M Sell
19,620
-2,974
-13% -$282K 1.51% 16
2020
Q1 		$2.03M Sell
22,594
-5,570
-20% -$677K 2.04% 14
2019
Q4 		$3.93M Buy
28,164
+5,202
+23% +$667K 2.71% 11
2019
Q3 		$2.7M Sell
22,962
-878
-4% -$99.3K 2.15% 14
2019
Q2 		$2.67M Buy
23,840
+470
+2% +$51.8K 2.09% 15
2019
Q1 		$2.37M Buy
23,370
+888
+4% +$91.5K 2% 18
2018
Q4 		$2.19M Buy
+22,482
New +$2.4M 2.49% 14

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

Peachtree Investment Partners's JPM Position: Q1 2026 in Review

Peachtree Investment Partners reduced its JPMorgan Chase (JPM) stake by 3.2% in Q1 2026, selling an estimated $223K and leaving 22,252 shares worth $6.55M. The position accounts for 2.49% of the portfolio, ranked #13.

Peachtree Investment Partners first reported a position in JPM in Q4 2018 and has held it in 30 quarters since. The position peaked at $7.41M in Q4 2025. 5,055 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Peachtree Investment Partners held 22,252 shares of JPMorgan Chase worth $6.55M as of Q1 2026.
  • Peachtree Investment Partners sold 734 JPMorgan Chase shares in Q1 2026, an estimated $223K.
  • JPMorgan Chase made up 2.49% of Peachtree Investment Partners's portfolio in Q1 2026, its #13 holding.
  • Peachtree Investment Partners first reported a position in JPMorgan Chase in Q4 2018 and has held it in 30 quarters since.
  • Peachtree Investment Partners's JPMorgan Chase position peaked at $7.41M in Q4 2025.
  • 5,055 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Peachtree Investment Partners's 13F filing for Q1 2026, filed 8 May 2026.