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Stonebrook Private’s JPMorgan Chase JPM Stock Holding History

Stonebrook Private’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 		$4.95M Sell
16,813
-131
-0.8% -$39.8K 1.05% 21
2025
Q4 		$5.46M Sell
16,944
-16,272
-49% -$5.04M 1.14% 20
2025
Q3 		$10.5M Buy
33,216
+346
+1% +$103K 2.26% 12
2025
Q2 		$9.47M Buy
32,870
+315
+1% +$80.4K 2.22% 12
2025
Q1 		$7.99M Sell
32,555
-238
-0.7% -$60.7K 2.08% 9
2024
Q4 		$7.86M Sell
32,793
-734
-2% -$171K 2.06% 12
2024
Q3 		$7.07M Sell
33,527
-214
-0.6% -$45.1K 1.87% 13
2024
Q2 		$6.82M Buy
33,741
+1,214
+4% +$237K 1.96% 10
2024
Q1 		$6.52M Buy
32,527
+2,152
+7% +$388K 1.9% 10
2023
Q4 		$5.17M Buy
+30,375
New +$4.6M 1.73% 12

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

Stonebrook Private's JPM Position: Q1 2026 in Review

Stonebrook Private reduced its JPMorgan Chase (JPM) stake by 0.77% in Q1 2026, selling an estimated $39.8K and leaving 16,813 shares worth $4.95M. The position accounts for 1.05% of the portfolio, ranked #21.

Stonebrook Private first reported a position in JPM in Q4 2023 and has held it in 10 quarters since. The position peaked at $10.5M in Q3 2025. 5,060 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Stonebrook Private held 16,813 shares of JPMorgan Chase worth $4.95M as of Q1 2026.
  • Stonebrook Private sold 131 JPMorgan Chase shares in Q1 2026, an estimated $39.8K.
  • JPMorgan Chase made up 1.05% of Stonebrook Private's portfolio in Q1 2026, its #21 holding.
  • Stonebrook Private first reported a position in JPMorgan Chase in Q4 2023 and has held it in 10 quarters since.
  • Stonebrook Private's JPMorgan Chase position peaked at $10.5M in Q3 2025.
  • 5,060 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Stonebrook Private's 13F filing for Q1 2026, filed 11 May 2026.