Standard Family Office’s JPMorgan Chase JPM Stock Holding History

Standard Family Office’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	$169K	Hold	576	–	–	0.18%	12
2025 Q4	$186K	Hold	576	–	–	0.2%	11
2025 Q3	$182K	Hold	576	–	–	0.2%	11
2025 Q2	$167K	Hold	576	–	–	0.2%	10
2025 Q1	$141K	Sell	576 -435	-43%	-$111K	0.19%	11
2024 Q4	$242K	Hold	1,011	–	–	0.29%	13
2024 Q3	$213K	Hold	1,011	–	–	0.26%	13
2024 Q2	$204K	Hold	1,011	–	–	0.26%	13
2024 Q1	$203K	Buy	+1,011	New	+$182K	0.27%	13
2022 Q4	–	Sell	-1,671	Closed	-$175K	–	231
2022 Q3	$175K	Hold	1,671	–	–	0.08%	46
2022 Q2	$188K	Buy	+1,671	New	+$207K	1.86%	14
2022 Q1	–	Sell	-2,966	Closed	-$470K	–	161
2021 Q4	$470K	Buy	2,966 +2,411	+434%	+$396K	4.17%	3
2021 Q3	$91K	Sell	555 -13,061	-96%	-$2.05M	0.03%	24
2021 Q2	$2.12M	Buy	13,616 +555	+4%	+$87.2K	0.44%	15
2021 Q1	$1.99M	Sell	13,061 -555	-4%	-$79.8K	0.47%	13
2020 Q4	$1.73M	Buy	+13,616	New	+$1.52M	0.41%	14

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

Standard Family Office's JPM Position: Q1 2026 in Review

Standard Family Office held its JPMorgan Chase (JPM) position steady in Q1 2026 at 576 shares worth $169K. The position accounts for 0.18% of the portfolio, ranked #12.

Standard Family Office first reported a position in JPM in Q4 2020 and has held it in 16 quarters since. The position peaked at $2.12M in Q2 2021. 5,059 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Standard Family Office held 576 shares of JPMorgan Chase worth $169K as of Q1 2026.
Standard Family Office left its JPMorgan Chase share count unchanged in Q1 2026.
JPMorgan Chase made up 0.18% of Standard Family Office's portfolio in Q1 2026, its #12 holding.
Standard Family Office first reported a position in JPMorgan Chase in Q4 2020 and has held it in 16 quarters since.
Standard Family Office's JPMorgan Chase position peaked at $2.12M in Q2 2021.
5,059 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Standard Family Office's 13F filing for Q1 2026, filed 14 May 2026.