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Principal Street Partners’s JPMorgan Chase JPM Stock Holding History

Principal Street Partners’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 		$1.93M Sell
6,558
-49
-0.7% -$14.9K 0.31% 67
2025
Q4 		$2.13M Sell
6,607
-708
-10% -$219K 0.36% 62
2025
Q3 		$2.31M Sell
7,315
-10,084
-58% -$3M 0.37% 62
2025
Q2 		$5.04M Buy
17,399
+10,272
+144% +$2.62M 0.49% 55
2025
Q1 		$1.75M Sell
7,127
-29,592
-81% -$7.54M 0.33% 61
2024
Q4 		$8.8M Sell
36,719
-4,385
-11% -$1.02M 1.73% 9
2024
Q3 		$8.59M Sell
41,104
-4,312
-9% -$908K 1.4% 10
2024
Q2 		$9.19M Sell
45,416
-403
-0.9% -$78.8K 1.65% 9
2024
Q1 		$9.16M Buy
45,819
+10,333
+29% +$1.86M 1.73% 8
2023
Q4 		$6.04M Sell
35,486
-4,098
-10% -$621K 1.46% 11
2023
Q3 		$5.74M Sell
39,584
-2,074
-5% -$311K 1.14% 13
2023
Q2 		$6.06M Sell
41,658
-1,832
-4% -$252K 1.44% 9
2023
Q1 		$5.67M Sell
43,490
-1,578
-4% -$216K 1.43% 19
2022
Q4 		$6.04M Sell
45,068
-650
-1% -$82.4K 1.52% 11
2022
Q3 		$4.78M Buy
45,718
+4,334
+10% +$497K 1.27% 28
2022
Q2 		$4.66M Buy
41,384
+8,045
+24% +$997K 1.21% 36
2022
Q1 		$4.54M Buy
33,339
+1,545
+5% +$228K 1.04% 46
2021
Q4 		$5.04M Sell
31,794
-481
-1% -$79K 1.21% 31
2021
Q3 		$5.28M Sell
32,275
-105
-0.3% -$16.5K 1.44% 14
2021
Q2 		$5.04M Sell
32,380
-57,691
-64% -$9.06M 1.33% 23
2021
Q1 		$13.7M Buy
90,071
+53,157
+144% +$7.65M 1.77% 18
2020
Q4 		$4.69M Sell
36,914
-3,914
-10% -$437K 1.44% 19
2020
Q3 		$3.93M Buy
40,828
+2,384
+6% +$234K 1.38% 35
2020
Q2 		$3.62M Buy
+38,444
New +$3.65M 1.35% 42

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

Principal Street Partners's JPM Position: Q1 2026 in Review

Principal Street Partners reduced its JPMorgan Chase (JPM) stake by 0.74% in Q1 2026, selling an estimated $14.9K and leaving 6,558 shares worth $1.93M. The position accounts for 0.31% of the portfolio, ranked #67.

Principal Street Partners first reported a position in JPM in Q2 2020 and has held it in 24 quarters since. The position peaked at $13.7M in Q1 2021. 5,053 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Principal Street Partners held 6,558 shares of JPMorgan Chase worth $1.93M as of Q1 2026.
  • Principal Street Partners sold 49 JPMorgan Chase shares in Q1 2026, an estimated $14.9K.
  • JPMorgan Chase made up 0.31% of Principal Street Partners's portfolio in Q1 2026, its #67 holding.
  • Principal Street Partners first reported a position in JPMorgan Chase in Q2 2020 and has held it in 24 quarters since.
  • Principal Street Partners's JPMorgan Chase position peaked at $13.7M in Q1 2021.
  • 5,053 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Principal Street Partners's 13F filing for Q1 2026, filed 15 May 2026.