Pennington Partners & Co’s JPMorgan Chase JPM Stock Holding History

Pennington Partners & Co’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	$1.01M	Buy	3,439 +482	+16%	+$146K	0.35%	39
2025 Q4	$953K	Sell	2,957 -129	-4%	-$39.9K	0.38%	34
2025 Q3	$973K	Buy	3,086 +38	+1%	+$11.3K	0.46%	30
2025 Q2	$884K	Sell	3,048 -161	-5%	-$41.1K	0.47%	27
2025 Q1	$787K	Sell	3,209 -1,363	-30%	-$347K	0.45%	27
2024 Q4	$1.1M	Buy	+4,572	New	+$1.06M	0.54%	21

Other funds holding JPM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Pennington Partners & Co's JPM Position: Q1 2026 in Review

Pennington Partners & Co increased its JPMorgan Chase (JPM) stake by 16% in Q1 2026, buying an estimated $146K and bringing the position to 3,439 shares worth $1.01M. The position accounts for 0.35% of the portfolio, ranked #39.

Pennington Partners & Co first reported a position in JPM in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.1M in Q4 2024. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Pennington Partners & Co held 3,439 shares of JPMorgan Chase worth $1.01M as of Q1 2026.
Pennington Partners & Co bought 482 JPMorgan Chase shares in Q1 2026, an estimated $146K.
JPMorgan Chase made up 0.35% of Pennington Partners & Co's portfolio in Q1 2026, its #39 holding.
Pennington Partners & Co first reported a position in JPMorgan Chase in Q4 2024 and has held it in 6 quarters since.
Pennington Partners & Co's JPMorgan Chase position peaked at $1.1M in Q4 2024.
5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Pennington Partners & Co's 13F filing for Q1 2026, filed 14 May 2026.