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Signet Financial Management’s JPMorgan Chase JPM Stock Holding History

Signet Financial Management’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
2020
Q3 		– Sell
-2,000
Closed -$5K – 225
2020
Q2 		$5K Buy
+2,000
New +$190K ﹤0.01% 213

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 $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 $1.61T 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

Signet Financial Management's JPM Position: Q1 2026 in Review

Signet Financial Management increased its JPMorgan Chase (JPM) stake by 1% in Q1 2026, buying an estimated $27.3K and bringing the position to 9,032 shares worth $2.66M. The position accounts for 0.3% of the portfolio, ranked #108.

Signet Financial Management first reported a position in JPM in Q4 2014 and has held it in 44 quarters since. The position peaked at $4.51M in Q4 2014. 5,061 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Signet Financial Management held 9,032 shares of JPMorgan Chase worth $2.66M as of Q1 2026.
  • Signet Financial Management bought 90 JPMorgan Chase shares in Q1 2026, an estimated $27.3K.
  • JPMorgan Chase made up 0.3% of Signet Financial Management's portfolio in Q1 2026, its #108 holding.
  • Signet Financial Management first reported a position in JPMorgan Chase in Q4 2014 and has held it in 44 quarters since.
  • Signet Financial Management's JPMorgan Chase position peaked at $4.51M in Q4 2014.
  • 5,061 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Signet Financial Management's 13F filing for Q1 2026, filed 5 May 2026.