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Pine Harbor Wealth Management’s JPMorgan Chase JPM Stock Holding History

Pine Harbor Wealth Management’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 		$868K Buy
2,950
+1
+0% +$303 0.26% 37
2025
Q4 		$950K Buy
2,949
+85
+3% +$26.3K 0.29% 37
2025
Q3 		$903K Buy
2,864
+271
+10% +$80.6K 0.29% 38
2025
Q2 		$752K Buy
2,593
+63
+2% +$16.1K 0.26% 40
2025
Q1 		$621K Sell
2,530
-30
-1% -$7.65K 0.25% 44
2024
Q4 		$614K Buy
2,560
+7
+0.3% +$1.63K 0.25% 46
2024
Q3 		$538K Buy
2,553
+7
+0.3% +$1.47K 0.27% 52
2024
Q2 		$515K Buy
2,546
+204
+9% +$39.9K 0.3% 50
2024
Q1 		$469K Buy
2,342
+20
+0.9% +$3.61K 0.3% 56
2023
Q4 		$395K Buy
+2,322
New +$352K 0.3% 58

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

Pine Harbor Wealth Management's JPM Position: Q1 2026 in Review

Pine Harbor Wealth Management increased its JPMorgan Chase (JPM) stake by 0.03% in Q1 2026, buying an estimated $303 and bringing the position to 2,950 shares worth $868K. The position accounts for 0.26% of the portfolio, ranked #37.

Pine Harbor Wealth Management first reported a position in JPM in Q4 2023 and has held it in 10 quarters since. The position peaked at $950K in Q4 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Pine Harbor Wealth Management held 2,950 shares of JPMorgan Chase worth $868K as of Q1 2026.
  • Pine Harbor Wealth Management bought 1 JPMorgan Chase share in Q1 2026, an estimated $303.
  • JPMorgan Chase made up 0.26% of Pine Harbor Wealth Management's portfolio in Q1 2026, its #37 holding.
  • Pine Harbor Wealth Management first reported a position in JPMorgan Chase in Q4 2023 and has held it in 10 quarters since.
  • Pine Harbor Wealth Management's JPMorgan Chase position peaked at $950K in Q4 2025.
  • 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Pine Harbor Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.