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Stillwater Private Wealth’s JPMorgan Chase JPM Stock Holding History

Stillwater Private Wealth’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 		$495K Buy
+1,684
New +$511K 0.42% 45

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

Stillwater Private Wealth's JPM Position: Q1 2026 in Review

Stillwater Private Wealth opened a new position in JPMorgan Chase (JPM) in Q1 2026: 1,684 shares worth $495K. The stake represents 0.42% of the portfolio and ranks #45 among its holdings.

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

  • Stillwater Private Wealth held 1,684 shares of JPMorgan Chase worth $495K as of Q1 2026.
  • JPMorgan Chase was a new Stillwater Private Wealth position in Q1 2026.
  • JPMorgan Chase made up 0.42% of Stillwater Private Wealth's portfolio in Q1 2026, its #45 holding.
  • 5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Stillwater Private Wealth's 13F filing for Q1 2026, filed 3 Jun 2026.