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Plum Street Advisors’s JPMorgan Chase JPM Stock Holding History

Plum Street Advisors’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 		$715K Buy
2,431
+9
+0.4% +$2.73K 0.25% 61
2025
Q4 		$780K Sell
2,422
-16
-0.7% -$4.95K 0.28% 58
2025
Q3 		$769K Sell
2,438
-84
-3% -$25K 0.3% 56
2025
Q2 		$731K Buy
2,522
+89
+4% +$22.7K 0.32% 54
2025
Q1 		$597K Hold
2,433
– – 0.29% 56
2024
Q4 		$583K Buy
2,433
+186
+8% +$43.3K 0.29% 57
2024
Q3 		$474K Buy
+2,247
New +$473K 0.24% 61
2024
Q2 		– Sell
-2,247
Closed -$474K – 78
2024
Q1 		$474K Buy
+2,247
New +$405K 0.24% 61

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

Plum Street Advisors's JPM Position: Q1 2026 in Review

Plum Street Advisors increased its JPMorgan Chase (JPM) stake by 0.37% in Q1 2026, buying an estimated $2.73K and bringing the position to 2,431 shares worth $715K. The position accounts for 0.25% of the portfolio, ranked #61.

Plum Street Advisors first reported a position in JPM in Q1 2024 and has held it in 8 quarters since. The position peaked at $780K in Q4 2025. 5,059 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Plum Street Advisors held 2,431 shares of JPMorgan Chase worth $715K as of Q1 2026.
  • Plum Street Advisors bought 9 JPMorgan Chase shares in Q1 2026, an estimated $2.73K.
  • JPMorgan Chase made up 0.25% of Plum Street Advisors's portfolio in Q1 2026, its #61 holding.
  • Plum Street Advisors first reported a position in JPMorgan Chase in Q1 2024 and has held it in 8 quarters since.
  • Plum Street Advisors's JPMorgan Chase position peaked at $780K in Q4 2025.
  • 5,059 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Plum Street Advisors's 13F filing for Q1 2026, filed 14 May 2026.