Peregrine Asset Advisers’s JPMorgan Chase JPM Stock Holding History

Peregrine Asset Advisers’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	$1.45M	Buy	4,926 +105	+2%	+$31.9K	0.39%	65
2025 Q4	$1.55M	Sell	4,821 -70	-1%	-$21.7K	0.44%	55
2025 Q3	$1.54M	Hold	4,891	–	–	0.46%	56
2025 Q2	$1.42M	Sell	4,891 -172	-3%	-$43.9K	0.44%	59
2025 Q1	$1.24M	Sell	5,063 -362	-7%	-$92.3K	0.46%	61
2024 Q4	$1.3M	Sell	5,425 -355	-6%	-$82.7K	0.48%	56
2024 Q3	$1.22M	Hold	5,780	–	–	0.42%	68
2024 Q2	$1.17M	Hold	5,780	–	–	0.46%	59
2024 Q1	$1.16M	Hold	5,780	–	–	0.46%	56
2023 Q4	$983K	Sell	5,780 -46	-0.8%	-$6.97K	0.48%	64
2023 Q3	$845K	Buy	+5,826	New	+$873K	0.44%	58
2021 Q3	–	Sell	-1,833	Closed	-$285K	–	150
2021 Q2	$285K	Hold	1,833	–	–	0.13%	96
2021 Q1	$279K	Sell	1,833 -3,160	-63%	-$455K	0.14%	83
2020 Q4	$635K	Buy	4,993 +1,833	+58%	+$205K	0.3%	69
2020 Q3	$304K	Sell	3,160 -1	-0%	-$98	0.17%	78
2020 Q2	$297K	Sell	3,161 -2,133	-40%	-$202K	0.17%	73
2020 Q1	$477K	Buy	5,294 +75	+1%	+$9.11K	0.36%	48
2019 Q4	$728	Sell	5,219 -300	-5%	-$38.5K	0.17%	54
2019 Q3	$650K	Buy	5,519 +100	+2%	+$11.3K	0.37%	51
2019 Q2	$606K	Sell	5,419 -115	-2%	-$12.7K	0.31%	64
2019 Q1	$560K	Buy	5,534 +192	+4%	+$19.8K	0.32%	60
2018 Q4	$521K	Sell	5,342 -130	-2%	-$13.9K	0.68%	32
2018 Q3	$617K	Buy	5,472 +130	+2%	+$14.8K	0.28%	55
2018 Q2	$457K	Sell	5,342 -100	-2%	-$11K	0.24%	65
2018 Q1	$598K	Buy	5,442 +130	+2%	+$14.7K	0.4%	41
2017 Q4	$568K	Buy	5,312 +100	+2%	+$10.1K	0.28%	53
2017 Q3	$498K	Hold	5,212	–	–	0.26%	51
2017 Q2	$476K	Hold	5,212	–	–	0.3%	51
2017 Q1	$458K	Hold	5,212	–	–	0.25%	51
2016 Q4	$450K	Hold	5,212	–	–	0.27%	57
2016 Q3	$347K	Sell	5,212 -200	-4%	-$13K	0.22%	67
2016 Q2	$336K	Buy	5,412 +200	+4%	+$12.5K	0.22%	71
2016 Q1	$309K	Sell	5,212 -100	-2%	-$5.84K	0.24%	76
2015 Q4	$351K	Hold	5,312	–	–	0.3%	63
2015 Q3	$324K	Buy	5,312 +100	+2%	+$6.55K	0.33%	57
2015 Q2	$353K	Sell	5,212 -123	-2%	-$8.03K	0.26%	67
2015 Q1	$324K	Hold	5,335	–	–	0.21%	85
2014 Q4	$334K	Hold	5,335	–	–	0.24%	85
2014 Q3	$321K	Hold	5,335	–	–	0.26%	76
2014 Q2	$308K	Hold	5,335	–	–	0.28%	74
2014 Q1	$324K	Sell	5,335 -32,975	-86%	-$1.91M	0.25%	83
2013 Q4	$2.24M	Buy	38,310 +32,975	+618%	+$1.81M	1.96%	18
2013 Q3	$276K	Sell	5,335 -593	-10%	-$31.8K	0.26%	100
2013 Q2	$313K	Buy	+5,928	New	+$301K	0.32%	84

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

Peregrine Asset Advisers's JPM Position: Q1 2026 in Review

Peregrine Asset Advisers increased its JPMorgan Chase (JPM) stake by 2.2% in Q1 2026, buying an estimated $31.9K and bringing the position to 4,926 shares worth $1.45M. The position accounts for 0.39% of the portfolio, ranked #65.

Peregrine Asset Advisers first reported a position in JPM in Q2 2013 and has held it in 44 quarters since. The position peaked at $2.24M in Q4 2013. 5,060 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Peregrine Asset Advisers held 4,926 shares of JPMorgan Chase worth $1.45M as of Q1 2026.
Peregrine Asset Advisers bought 105 JPMorgan Chase shares in Q1 2026, an estimated $31.9K.
JPMorgan Chase made up 0.39% of Peregrine Asset Advisers's portfolio in Q1 2026, its #65 holding.
Peregrine Asset Advisers first reported a position in JPMorgan Chase in Q2 2013 and has held it in 44 quarters since.
Peregrine Asset Advisers's JPMorgan Chase position peaked at $2.24M in Q4 2013.
5,060 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Peregrine Asset Advisers's 13F filing for Q1 2026, filed 24 Apr 2026.