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Stevens Capital Partners’s JPMorgan Chase JPM Stock Holding History

Stevens Capital 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 		$650K Buy
2,210
+545
+33% +$165K 0.16% 75
2025
Q4 		$536K Buy
1,665
+543
+48% +$168K 0.14% 74
2025
Q3 		$354K Buy
1,122
+201
+22% +$59.8K 0.11% 78
2025
Q2 		$269K Buy
+921
New +$235K 0.1% 72

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

Stevens Capital Partners's JPM Position: Q1 2026 in Review

Stevens Capital Partners increased its JPMorgan Chase (JPM) stake by 33% in Q1 2026, buying an estimated $165K and bringing the position to 2,210 shares worth $650K. The position accounts for 0.16% of the portfolio, ranked #75.

Stevens Capital Partners first reported a position in JPM in Q2 2025 and has held it in 4 quarters since. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Stevens Capital Partners held 2,210 shares of JPMorgan Chase worth $650K as of Q1 2026.
  • Stevens Capital Partners bought 545 JPMorgan Chase shares in Q1 2026, an estimated $165K.
  • JPMorgan Chase made up 0.16% of Stevens Capital Partners's portfolio in Q1 2026, its #75 holding.
  • Stevens Capital Partners first reported a position in JPMorgan Chase in Q2 2025 and has held it in 4 quarters since.
  • 5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Stevens Capital Partners's 13F filing for Q1 2026, filed 24 Apr 2026.