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Sandbox Financial Partners’s JPMorgan Chase JPM Stock Holding History

Sandbox Financial 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 		$1.69M Sell
5,750
-289
-5% -$87.7K 0.48% 36
2025
Q4 		$1.95M Sell
6,039
-14
-0.2% -$4.33K 0.54% 35
2025
Q3 		$1.91M Buy
6,053
+59
+1% +$17.5K 0.55% 38
2025
Q2 		$1.74M Buy
5,994
+48
+0.8% +$12.2K 0.55% 40
2025
Q1 		$1.46M Buy
5,946
+267
+5% +$68.1K 0.52% 40
2024
Q4 		$1.36M Buy
5,679
+167
+3% +$38.9K 0.45% 40
2024
Q3 		$1.16M Sell
5,512
-54
-1% -$11.4K 0.41% 41
2024
Q2 		$1.13M Buy
5,566
+25
+0.5% +$4.89K 0.43% 39
2024
Q1 		$1.11M Buy
5,541
+73
+1% +$13.2K 0.47% 38
2023
Q4 		$930K Buy
5,468
+30
+0.6% +$4.55K 0.44% 38
2023
Q3 		$789K Sell
5,438
-154
-3% -$23.1K 0.42% 37
2023
Q2 		$813K Sell
5,592
-19
-0.3% -$2.61K 0.42% 33
2023
Q1 		$731K Buy
5,611
+89
+2% +$12.2K 0.44% 34
2022
Q4 		$740K Buy
5,522
+33
+0.6% +$4.18K 0.51% 30
2022
Q3 		$574K Sell
5,489
-369
-6% -$42.3K 0.42% 33
2022
Q2 		$660K Buy
5,858
+41
+0.7% +$5.08K 0.47% 31
2022
Q1 		$793K Buy
5,817
+267
+5% +$39.4K 0.45% 30
2021
Q4 		$879K Buy
5,550
+114
+2% +$18.7K 0.55% 26
2021
Q3 		$890K Buy
5,436
+31
+0.6% +$4.86K 0.63% 28
2021
Q2 		$841K Buy
5,405
+26
+0.5% +$4.08K 0.63% 27
2021
Q1 		$820K Buy
5,379
+974
+22% +$140K 0.67% 27
2020
Q4 		$560K Buy
+4,405
New +$492K 0.51% 26

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

Sandbox Financial Partners's JPM Position: Q1 2026 in Review

Sandbox Financial Partners reduced its JPMorgan Chase (JPM) stake by 4.8% in Q1 2026, selling an estimated $87.7K and leaving 5,750 shares worth $1.69M. The position accounts for 0.48% of the portfolio, ranked #36.

Sandbox Financial Partners first reported a position in JPM in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.95M in Q4 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Sandbox Financial Partners held 5,750 shares of JPMorgan Chase worth $1.69M as of Q1 2026.
  • Sandbox Financial Partners sold 289 JPMorgan Chase shares in Q1 2026, an estimated $87.7K.
  • JPMorgan Chase made up 0.48% of Sandbox Financial Partners's portfolio in Q1 2026, its #36 holding.
  • Sandbox Financial Partners first reported a position in JPMorgan Chase in Q4 2020 and has held it in 22 quarters since.
  • Sandbox Financial Partners's JPMorgan Chase position peaked at $1.95M in Q4 2025.
  • 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Sandbox Financial Partners's 13F filing for Q1 2026, filed 8 Apr 2026.