SFM
JPM icon

Stack Financial Management’s JPMorgan Chase JPM Stock Holding History

Stack 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
2026
Q1 		– Sell
-1,046
Closed -$337K – 59
2025
Q4 		$337K Hold
1,046
– – 0.03% 53
2025
Q3 		$330K Sell
1,046
-45
-4% -$13.4K 0.03% 47
2025
Q2 		$316K Hold
1,091
– – 0.03% 45
2025
Q1 		$268K Buy
1,091
+93
+9% +$23.7K 0.02% 50
2024
Q4 		$239K Buy
998
+27
+3% +$6.29K 0.02% 48
2024
Q3 		$205K Buy
+971
New +$205K 0.02% 47

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Stack Financial Management sold out of JPMorgan Chase (JPM) in Q1 2026, closing a stake of 1,046 shares — an estimated $337K sold.

Stack Financial Management first reported a position in JPM in Q3 2024 and held it in 6 quarters. The position peaked at $337K in Q4 2025. 5,078 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Stack Financial Management reported no remaining JPMorgan Chase position as of Q1 2026 after selling out during the quarter.
  • Stack Financial Management sold 1,046 JPMorgan Chase shares in Q1 2026, an estimated $337K.
  • Stack Financial Management first reported a position in JPMorgan Chase in Q3 2024 and held it in 6 quarters.
  • Stack Financial Management's JPMorgan Chase position peaked at $337K in Q4 2025.
  • 5,078 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Stack Financial Management's 13F filing for Q1 2026, filed 4 May 2026.