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Stone Summit Wealth’s JPMorgan Chase JPM Stock Holding History

Stone Summit 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 		$8.31M Sell
28,242
-1,688
-6% -$512K 2.31% 11
2025
Q4 		$9.64M Sell
29,930
-1,073
-3% -$332K 2.62% 8
2025
Q3 		$9.78M Buy
31,003
+579
+2% +$172K 2.77% 6
2025
Q2 		$8.82M Sell
30,424
-343
-1% -$87.5K 2.73% 4
2025
Q1 		$7.55M Sell
30,767
-334
-1% -$85.2K 2.56% 5
2024
Q4 		$7.46M Sell
31,101
-1,088
-3% -$253K 2.5% 7
2024
Q3 		$6.79M Sell
32,189
-992
-3% -$209K 2.19% 6
2024
Q2 		$6.71M Sell
33,181
-868
-3% -$170K 2.41% 6
2024
Q1 		$6.82M Sell
34,049
-1,591
-4% -$287K 2.37% 6
2023
Q4 		$6.06M Sell
35,640
-1,709
-5% -$259K 2.33% 6
2023
Q3 		$5.42M Sell
37,349
-594
-2% -$89K 2.32% 5
2023
Q2 		$5.52M Sell
37,943
-163
-0.4% -$22.4K 2.29% 6
2023
Q1 		$4.97M Sell
38,106
-1,370
-3% -$188K 2.21% 6
2022
Q4 		$5.29M Buy
39,476
+3,020
+8% +$383K 2.6% 6
2022
Q3 		$3.81M Buy
36,456
+2,450
+7% +$281K 2.34% 6
2022
Q2 		$3.83M Buy
34,006
+316
+0.9% +$39.2K 2.29% 6
2022
Q1 		$4.56M Buy
33,690
+11,993
+55% +$1.77M 2.55% 3
2021
Q4 		$3.44M Buy
+21,697
New +$3.56M 2.79% 4

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 Summit Wealth's JPM Position: Q1 2026 in Review

Stone Summit Wealth reduced its JPMorgan Chase (JPM) stake by 5.6% in Q1 2026, selling an estimated $512K and leaving 28,242 shares worth $8.31M. The position accounts for 2.31% of the portfolio, ranked #11.

Stone Summit Wealth first reported a position in JPM in Q4 2021 and has held it in 18 quarters since. The position peaked at $9.78M in Q3 2025. 5,052 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Stone Summit Wealth held 28,242 shares of JPMorgan Chase worth $8.31M as of Q1 2026.
  • Stone Summit Wealth sold 1,688 JPMorgan Chase shares in Q1 2026, an estimated $512K.
  • JPMorgan Chase made up 2.31% of Stone Summit Wealth's portfolio in Q1 2026, its #11 holding.
  • Stone Summit Wealth first reported a position in JPMorgan Chase in Q4 2021 and has held it in 18 quarters since.
  • Stone Summit Wealth's JPMorgan Chase position peaked at $9.78M in Q3 2025.
  • 5,052 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Stone Summit Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.