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Stone House Investment Management’s JPMorgan Chase JPM Stock Holding History

Stone House Investment 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 		$346K Sell
1,178
-39
-3% -$11.8K 0.06% 52
2025
Q4 		$392K Buy
1,217
+86
+8% +$26.6K 0.06% 50
2025
Q3 		$357K Buy
1,131
+86
+8% +$25.6K 0.06% 55
2025
Q2 		$303K Sell
1,045
-268
-20% -$68.4K 0.06% 55
2025
Q1 		$322K Buy
1,313
+330
+34% +$84.1K 0.07% 48
2024
Q4 		$236K Sell
983
-145
-13% -$33.8K 0.06% 48
2024
Q3 		$238K Sell
1,128
-15
-1% -$3.16K 0.05% 46
2024
Q2 		$231K Buy
1,143
+16
+1% +$3.13K 0.06% 46
2024
Q1 		$226K Buy
1,127
+971
+622% +$175K 0.05% 51
2023
Q4 		$26.5K Buy
156
+89
+133% +$13.5K 0.01% 110
2023
Q3 		$9.65K Buy
67
+1
+2% +$150 ﹤0.01% 166
2023
Q2 		$9.61K Hold
66
– – ﹤0.01% 164
2023
Q1 		$8.55K Buy
+66
New +$9.04K ﹤0.01% 174
2019
Q2 		– Sell
-609
Closed -$62K – 124
2019
Q1 		$62K Buy
+609
New +$62.7K 0.03% 79

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

Stone House Investment Management's JPM Position: Q1 2026 in Review

Stone House Investment Management reduced its JPMorgan Chase (JPM) stake by 3.2% in Q1 2026, selling an estimated $11.8K and leaving 1,178 shares worth $346K. The position accounts for 0.06% of the portfolio, ranked #52.

Stone House Investment Management first reported a position in JPM in Q1 2019 and has held it in 14 quarters since. The position peaked at $392K in Q4 2025. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Stone House Investment Management held 1,178 shares of JPMorgan Chase worth $346K as of Q1 2026.
  • Stone House Investment Management sold 39 JPMorgan Chase shares in Q1 2026, an estimated $11.8K.
  • JPMorgan Chase made up 0.06% of Stone House Investment Management's portfolio in Q1 2026, its #52 holding.
  • Stone House Investment Management first reported a position in JPMorgan Chase in Q1 2019 and has held it in 14 quarters since.
  • Stone House Investment Management's JPMorgan Chase position peaked at $392K in Q4 2025.
  • 5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Stone House Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.