SIP
JPM icon

Snowwater Investment Partners’s JPMorgan Chase JPM Stock Holding History

Snowwater Investment 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 		$4.08M Buy
13,875
+108
+0.8% +$32.8K 3.85% 6
2025
Q4 		$4.44M Buy
+13,767
New +$4.26M 4.08% 7

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

Snowwater Investment Partners's JPM Position: Q1 2026 in Review

Snowwater Investment Partners increased its JPMorgan Chase (JPM) stake by 0.78% in Q1 2026, buying an estimated $32.8K and bringing the position to 13,875 shares worth $4.08M. The position accounts for 3.85% of the portfolio, ranked #6.

Snowwater Investment Partners first reported a position in JPM in Q4 2025 and has held it in 2 quarters since. The position peaked at $4.44M in Q4 2025. 5,050 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Snowwater Investment Partners held 13,875 shares of JPMorgan Chase worth $4.08M as of Q1 2026.
  • Snowwater Investment Partners bought 108 JPMorgan Chase shares in Q1 2026, an estimated $32.8K.
  • JPMorgan Chase made up 3.85% of Snowwater Investment Partners's portfolio in Q1 2026, its #6 holding.
  • Snowwater Investment Partners first reported a position in JPMorgan Chase in Q4 2025 and has held it in 2 quarters since.
  • Snowwater Investment Partners's JPMorgan Chase position peaked at $4.44M in Q4 2025.
  • 5,050 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

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