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Saranac Partners’s JPMorgan Chase JPM Stock Holding History

Saranac 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 		– Sell
-882
Closed -$284K – 107
2025
Q4 		$284K Sell
882
-26,086
-97% -$8.08M 0.11% 67
2025
Q3 		$8.51M Buy
26,968
+1,617
+6% +$481K 1.54% 8
2025
Q2 		$7.35M Sell
25,351
-284
-1% -$72.5K 3.9% 4
2025
Q1 		$6.29M Buy
25,635
+3,016
+13% +$769K 3.58% 6
2024
Q4 		$5.82M Buy
+22,619
New +$5.27M 3.21% 8
2024
Q3 		– Sell
-25,319
Closed -$5.12M – 40
2024
Q2 		$5.12M Buy
25,319
+23,047
+1,014% +$4.51M 3.04% 9
2024
Q1 		$455K Sell
2,272
-310
-12% -$55.9K 0.28% 47
2023
Q4 		$439K Sell
2,582
-45
-2% -$6.82K 0.29% 54
2023
Q3 		$381K Hold
2,627
– – 0.21% 47
2023
Q2 		$382K Hold
2,627
– – 0.2% 56
2023
Q1 		$342K Buy
2,627
+232
+10% +$31.8K 0.2% 51
2022
Q4 		$321K Buy
+2,395
New +$303K 0.58% 29

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $1.88T AUM 44.46% 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

Saranac Partners's JPM Position: Q1 2026 in Review

Saranac Partners sold out of JPMorgan Chase (JPM) in Q1 2026, closing a stake of 882 shares — an estimated $284K sold.

Saranac Partners first reported a position in JPM in Q4 2022 and held it in 12 quarters. The position peaked at $8.51M in Q3 2025. 5,070 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Saranac Partners reported no remaining JPMorgan Chase position as of Q1 2026 after selling out during the quarter.
  • Saranac Partners sold 882 JPMorgan Chase shares in Q1 2026, an estimated $284K.
  • Saranac Partners first reported a position in JPMorgan Chase in Q4 2022 and held it in 12 quarters.
  • Saranac Partners's JPMorgan Chase position peaked at $8.51M in Q3 2025.
  • 5,070 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

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