Sone Capital Management’s JPMorgan Chase JPM Stock Holding History

Sone Capital 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
2026 Q1	$6.97M	Buy	+23,689	New	+$7.19M	0.59%	61

Other funds holding JPM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Sone Capital Management's JPM Position: Q1 2026 in Review

Sone Capital Management opened a new position in JPMorgan Chase (JPM) in Q1 2026: 23,689 shares worth $6.97M. The stake represents 0.59% of the portfolio and ranks #61 among its holdings.

5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Sone Capital Management held 23,689 shares of JPMorgan Chase worth $6.97M as of Q1 2026.
JPMorgan Chase was a new Sone Capital Management position in Q1 2026.
JPMorgan Chase made up 0.59% of Sone Capital Management's portfolio in Q1 2026, its #61 holding.
5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

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