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Stokes Family Office’s JPMorgan Chase JPM Stock Holding History

Stokes 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 		$14.3M Sell
48,478
-5,747
-11% -$1.74M 1.47% 12
2025
Q4 		$17.5M Buy
54,225
+5,848
+12% +$1.81M 1.6% 15
2025
Q3 		$15.3M Buy
48,377
+674
+1% +$200K 1.45% 16
2025
Q2 		$13.8M Sell
47,703
-818
-2% -$209K 1.45% 15
2025
Q1 		$11.9M Sell
48,521
-886
-2% -$226K 1.34% 18
2024
Q4 		$11.8M Buy
49,407
+1,923
+4% +$448K 1.26% 20
2024
Q3 		$10M Sell
47,484
-204
-0.4% -$43K 1.1% 21
2024
Q2 		$9.65M Sell
47,688
-186
-0.4% -$36.4K 1.13% 22
2024
Q1 		$9.59M Sell
47,874
-315
-0.7% -$56.8K 1.2% 19
2023
Q4 		$8.2M Sell
48,189
-19,450
-29% -$2.95M 1.11% 21
2023
Q3 		$9.81M Buy
67,639
+1,016
+2% +$152K 1.15% 18
2023
Q2 		$9.69M Buy
66,623
+1,953
+3% +$269K 1.12% 19
2023
Q1 		$8.43M Sell
64,670
-5
-0% -$685 1.05% 19
2022
Q4 		$8.67M Buy
64,675
+4,261
+7% +$540K 1.12% 18
2022
Q3 		$6.31M Buy
60,414
+1,784
+3% +$205K 0.9% 27
2022
Q2 		$6.6M Buy
58,630
+3,562
+6% +$441K 0.9% 25
2022
Q1 		$7.51M Buy
55,068
+1,628
+3% +$240K 1% 23
2021
Q4 		$8.46M Buy
53,440
+1,874
+4% +$308K 1.05% 22
2021
Q3 		$8.44M Buy
51,566
+2,940
+6% +$461K 1.17% 20
2021
Q2 		$7.56M Buy
48,626
+427
+0.9% +$67.1K 1.07% 25
2021
Q1 		$7.34M Sell
48,199
-5,285
-10% -$760K 1.14% 21
2020
Q4 		$6.8M Buy
53,484
+1,362
+3% +$152K 1.34% 17
2020
Q3 		$5.02M Sell
52,122
-2,491
-5% -$245K 1.14% 21
2020
Q2 		$5.14M Buy
54,613
+15,629
+40% +$1.48M 1.3% 18
2020
Q1 		$3.51M Buy
38,984
+4,862
+14% +$591K 0.94% 27
2019
Q4 		$4.78M Buy
+34,122
New +$4.38M 1.06% 23

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

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

Stokes Family Office reduced its JPMorgan Chase (JPM) stake by 11% in Q1 2026, selling an estimated $1.74M and leaving 48,478 shares worth $14.3M. The position accounts for 1.47% of the portfolio, ranked #12.

Stokes Family Office first reported a position in JPM in Q4 2019 and has held it in 26 quarters since. The position peaked at $17.5M in Q4 2025. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Stokes Family Office held 48,478 shares of JPMorgan Chase worth $14.3M as of Q1 2026.
  • Stokes Family Office sold 5,747 JPMorgan Chase shares in Q1 2026, an estimated $1.74M.
  • JPMorgan Chase made up 1.47% of Stokes Family Office's portfolio in Q1 2026, its #12 holding.
  • Stokes Family Office first reported a position in JPMorgan Chase in Q4 2019 and has held it in 26 quarters since.
  • Stokes Family Office's JPMorgan Chase position peaked at $17.5M in Q4 2025.
  • 5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Stokes Family Office's 13F filing for Q1 2026, filed 12 May 2026.