Pine Ridge Advisers’s JPMorgan Chase JPM Stock Holding History

Pine Ridge 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	$6.32M	Hold	21,500	–	–	0.39%	27
2025 Q4	$6.93M	Hold	21,500	–	–	0.41%	24
2025 Q3	$6.78M	Hold	21,500	–	–	0.4%	22
2025 Q2	$6.23M	Hold	21,500	–	–	0.39%	25
2025 Q1	$5.27M	Hold	21,500	–	–	0.45%	21
2024 Q4	$5.15M	Hold	21,500	–	–	0.46%	20
2024 Q3	$4.53M	Hold	21,500	–	–	0.45%	22
2024 Q2	$4.35M	Hold	21,500	–	–	0.46%	21
2024 Q1	$4.31M	Hold	21,500	–	–	0.5%	19
2023 Q4	$3.66M	Hold	21,500	–	–	0.64%	17
2023 Q3	$3.12M	Hold	21,500	–	–	0.66%	17
2023 Q2	$3.13M	Sell	21,500 -34,000	-61%	-$4.68M	0.69%	16
2023 Q1	$7.23M	Hold	55,500	–	–	1.51%	12
2022 Q4	$7.44M	Hold	55,500	–	–	1.97%	12
2022 Q3	$5.8M	Hold	55,500	–	–	1.8%	12
2022 Q2	$6.25M	Hold	55,500	–	–	2.03%	10
2022 Q1	$7.57M	Hold	55,500	–	–	2.06%	12
2021 Q4	$8.79M	Hold	55,500	–	–	2.41%	11
2021 Q3	$9.09M	Hold	55,500	–	–	2.56%	11
2021 Q2	$8.63M	Hold	55,500	–	–	2.9%	9
2021 Q1	$8.45M	Hold	55,500	–	–	3.31%	9
2020 Q4	$7.05M	Buy	+55,500	New	+$6.2M	2.99%	9

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

Pine Ridge Advisers's JPM Position: Q1 2026 in Review

Pine Ridge Advisers held its JPMorgan Chase (JPM) position steady in Q1 2026 at 21,500 shares worth $6.32M. The position accounts for 0.39% of the portfolio, ranked #27.

Pine Ridge Advisers first reported a position in JPM in Q4 2020 and has held it in 22 quarters since. The position peaked at $9.09M in Q3 2021. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Pine Ridge Advisers held 21,500 shares of JPMorgan Chase worth $6.32M as of Q1 2026.
Pine Ridge Advisers left its JPMorgan Chase share count unchanged in Q1 2026.
JPMorgan Chase made up 0.39% of Pine Ridge Advisers's portfolio in Q1 2026, its #27 holding.
Pine Ridge Advisers first reported a position in JPMorgan Chase in Q4 2020 and has held it in 22 quarters since.
Pine Ridge Advisers's JPMorgan Chase position peaked at $9.09M in Q3 2021.
5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Pine Ridge Advisers's 13F filing for Q1 2026, filed 18 May 2026.