South Shore Capital Advisors’s JPMorgan Chase JPM Stock Holding History

South Shore 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	$978K	Sell	3,326 -269	-7%	-$81.6K	0.72%	30
2025 Q4	$1.16M	Buy	+3,595	New	+$1.11M	0.85%	23
2022 Q3	–	Sell	-1,904	Closed	-$214K	–	84
2022 Q2	$214K	Sell	1,904 -47	-2%	-$5.82K	0.45%	79
2022 Q1	$266K	Buy	1,951 +303	+18%	+$44.7K	0.43%	73
2021 Q4	$261K	Buy	+1,648	New	+$271K	0.43%	79
2021 Q2	–	Sell	-6,809	Closed	-$1.04M	–	115
2021 Q1	$1.04M	Sell	6,809 -1,593	-19%	-$229K	1.03%	23
2020 Q4	$1.07M	Buy	+8,402	New	+$939K	1.06%	24

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

South Shore Capital Advisors's JPM Position: Q1 2026 in Review

South Shore Capital Advisors reduced its JPMorgan Chase (JPM) stake by 7.5% in Q1 2026, selling an estimated $81.6K and leaving 3,326 shares worth $978K. The position accounts for 0.72% of the portfolio, ranked #30.

South Shore Capital Advisors first reported a position in JPM in Q4 2020 and has held it in 7 quarters since. The position peaked at $1.16M in Q4 2025. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

South Shore Capital Advisors held 3,326 shares of JPMorgan Chase worth $978K as of Q1 2026.
South Shore Capital Advisors sold 269 JPMorgan Chase shares in Q1 2026, an estimated $81.6K.
JPMorgan Chase made up 0.72% of South Shore Capital Advisors's portfolio in Q1 2026, its #30 holding.
South Shore Capital Advisors first reported a position in JPMorgan Chase in Q4 2020 and has held it in 7 quarters since.
South Shore Capital Advisors's JPMorgan Chase position peaked at $1.16M in Q4 2025.
5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on South Shore Capital Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.