QP
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Quartz Partners’s JPMorgan Chase JPM Stock Holding History

Quartz 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 		$348K Sell
1,182
-136
-10% -$41.3K 0.13% 118
2025
Q4 		$425K Sell
1,318
-318
-19% -$98.5K 0.16% 110
2025
Q3 		$516K Buy
1,636
+323
+25% +$96.1K 0.19% 109
2025
Q2 		$381K Buy
1,313
+183
+16% +$46.7K 0.17% 120
2025
Q1 		$277K Buy
1,130
+196
+21% +$50K 0.17% 117
2024
Q4 		$224K Buy
+934
New +$218K 0.14% 140

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

Quartz Partners's JPM Position: Q1 2026 in Review

Quartz Partners reduced its JPMorgan Chase (JPM) stake by 10% in Q1 2026, selling an estimated $41.3K and leaving 1,182 shares worth $348K. The position accounts for 0.13% of the portfolio, ranked #118.

Quartz Partners first reported a position in JPM in Q4 2024 and has held it in 6 quarters since. The position peaked at $516K in Q3 2025. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Quartz Partners held 1,182 shares of JPMorgan Chase worth $348K as of Q1 2026.
  • Quartz Partners sold 136 JPMorgan Chase shares in Q1 2026, an estimated $41.3K.
  • JPMorgan Chase made up 0.13% of Quartz Partners's portfolio in Q1 2026, its #118 holding.
  • Quartz Partners first reported a position in JPMorgan Chase in Q4 2024 and has held it in 6 quarters since.
  • Quartz Partners's JPMorgan Chase position peaked at $516K in Q3 2025.
  • 5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Quartz Partners's 13F filing for Q1 2026, filed 5 May 2026.