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Snowden Capital Advisors’s JPMorgan Chase JPM Stock Holding History

Snowden Capital Advisors’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 		$52.4M Buy
178,173
+5,776
+3% +$1.75M 1.39% 9
2025
Q4 		$55.5M Buy
172,397
+8,576
+5% +$2.66M 1.43% 10
2025
Q3 		$51.7M Buy
163,821
+19,760
+14% +$5.88M 1.41% 11
2025
Q2 		$41.8M Sell
144,061
-3,036
-2% -$775K 1.23% 10
2025
Q1 		$36.1M Sell
147,097
-78
-0.1% -$19.9K 1.15% 9
2024
Q4 		$35.3M Buy
147,175
+2,873
+2% +$669K 1.1% 12
2024
Q3 		$30.4M Buy
144,302
+1,753
+1% +$369K 0.91% 11
2024
Q2 		$28.8M Buy
142,549
+141
+0.1% +$27.6K 0.86% 12
2024
Q1 		$28.5M Buy
142,408
+14,967
+12% +$2.7M 0.89% 10
2023
Q4 		$21.7M Sell
127,441
-41,865
-25% -$6.34M 0.83% 10
2023
Q3 		$19.5M Buy
169,306
+21,690
+15% +$3.25M 0.83% 9
2023
Q2 		$21.5M Buy
147,616
+7,144
+5% +$983K 0.77% 12
2023
Q1 		$18.3M Buy
140,472
+4,358
+3% +$597K 0.71% 15
2022
Q4 		$18.3M Buy
136,114
+9,803
+8% +$1.24M 0.76% 16
2022
Q3 		$13.2M Buy
126,311
+26,634
+27% +$3.06M 0.6% 25
2022
Q2 		$11.2M Buy
99,677
+368
+0.4% +$45.6K 0.5% 32
2022
Q1 		$13.5M Buy
99,309
+43,859
+79% +$6.47M 0.54% 29
2021
Q4 		$8.78M Sell
55,450
-12,379
-18% -$2.03M 0.45% 47
2021
Q3 		$11.1M Buy
67,829
+3,986
+6% +$625K 0.55% 24
2021
Q2 		$9.93M Buy
63,843
+4,980
+8% +$782K 0.5% 34
2021
Q1 		$8.96M Buy
58,863
+10,240
+21% +$1.47M 0.51% 27
2020
Q4 		$6.18M Sell
48,623
-1,712
-3% -$191K 0.41% 58
2020
Q3 		$4.85M Buy
50,335
+7,543
+18% +$741K 0.39% 71
2020
Q2 		$4.03M Buy
42,792
+2,666
+7% +$253K 0.34% 86
2020
Q1 		$3.61M Buy
40,126
+444
+1% +$53.9K 0.39% 65
2019
Q4 		$5.53M Buy
39,682
+1,946
+5% +$250K 0.49% 46
2019
Q3 		$4.44M Buy
37,736
+15
+0% +$1.7K 0.45% 53
2019
Q2 		$4.22M Buy
37,721
+488
+1% +$53.8K 0.43% 59
2019
Q1 		$3.77M Buy
37,233
+1,082
+3% +$111K 0.41% 61
2018
Q4 		$3.53M Buy
36,151
+2,764
+8% +$294K 0.46% 50
2018
Q3 		$3.77M Buy
33,387
+5,242
+19% +$595K 0.43% 57
2018
Q2 		$2.93M Buy
28,145
+548
+2% +$60.1K 0.38% 68
2018
Q1 		$3.03M Buy
27,597
+2,577
+10% +$292K 0.44% 57
2017
Q4 		$2.68M Sell
25,020
-1,243
-5% -$126K 0.38% 75
2017
Q3 		$2.51M Buy
26,263
+2,430
+10% +$224K 0.4% 71
2017
Q2 		$2.18M Sell
23,833
-2,433
-9% -$210K 0.41% 77
2017
Q1 		$2.31M Buy
26,266
+2,121
+9% +$187K 0.51% 54
2016
Q4 		$2.08M Sell
24,145
-1,200
-5% -$91.5K 0.52% 53
2016
Q3 		$1.69M Buy
25,345
+5,411
+27% +$353K 0.46% 72
2016
Q2 		$1.24M Buy
19,934
+1,774
+10% +$111K 0.38% 90
2016
Q1 		$1.08M Buy
+18,160
New +$1.06M 0.37% 101

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

Snowden Capital Advisors's JPM Position: Q1 2026 in Review

Snowden Capital Advisors increased its JPMorgan Chase (JPM) stake by 3.4% in Q1 2026, buying an estimated $1.75M and bringing the position to 178,173 shares worth $52.4M. The position accounts for 1.39% of the portfolio, ranked #9.

Snowden Capital Advisors first reported a position in JPM in Q1 2016 and has held it in 41 quarters since. The position peaked at $55.5M in Q4 2025. 5,055 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Snowden Capital Advisors held 178,173 shares of JPMorgan Chase worth $52.4M as of Q1 2026.
  • Snowden Capital Advisors bought 5,776 JPMorgan Chase shares in Q1 2026, an estimated $1.75M.
  • JPMorgan Chase made up 1.39% of Snowden Capital Advisors's portfolio in Q1 2026, its #9 holding.
  • Snowden Capital Advisors first reported a position in JPMorgan Chase in Q1 2016 and has held it in 41 quarters since.
  • Snowden Capital Advisors's JPMorgan Chase position peaked at $55.5M in Q4 2025.
  • 5,055 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Snowden Capital Advisors's 13F filing for Q1 2026, filed 15 May 2026.