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Pinney & Scofield’s JPMorgan Chase JPM Stock Holding History

Pinney & Scofield’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 		$355K Hold
1,208
– – 0.19% 39
2025
Q4 		$389K Buy
1,208
+149
+14% +$46.1K 0.22% 35
2025
Q3 		$334K Hold
1,059
– – 0.21% 38
2025
Q2 		$307K Buy
1,059
+49
+5% +$12.5K 0.21% 39
2025
Q1 		$248K Buy
1,010
+200
+25% +$51K 0.18% 40
2024
Q4 		$194K Buy
+810
New +$189K 0.15% 48

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

Pinney & Scofield's JPM Position: Q1 2026 in Review

Pinney & Scofield held its JPMorgan Chase (JPM) position steady in Q1 2026 at 1,208 shares worth $355K. The position accounts for 0.19% of the portfolio, ranked #39.

Pinney & Scofield first reported a position in JPM in Q4 2024 and has held it in 6 quarters since. The position peaked at $389K in Q4 2025. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Pinney & Scofield held 1,208 shares of JPMorgan Chase worth $355K as of Q1 2026.
  • Pinney & Scofield left its JPMorgan Chase share count unchanged in Q1 2026.
  • JPMorgan Chase made up 0.19% of Pinney & Scofield's portfolio in Q1 2026, its #39 holding.
  • Pinney & Scofield first reported a position in JPMorgan Chase in Q4 2024 and has held it in 6 quarters since.
  • Pinney & Scofield's JPMorgan Chase position peaked at $389K in Q4 2025.
  • 5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Pinney & Scofield's 13F filing for Q1 2026, filed 15 May 2026.