S
JPM icon

Sunpointe’s JPMorgan Chase JPM Stock Holding History

Sunpointe’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 		$3.1M Sell
10,551
-1,837
-15% -$558K 1.02% 26
2025
Q4 		$3.99M Buy
12,388
+255
+2% +$78.9K 1.32% 18
2025
Q3 		$3.83M Buy
12,133
+17
+0.1% +$5.06K 1.38% 15
2025
Q2 		$3.51M Buy
12,116
+5,427
+81% +$1.38M 1.39% 17
2025
Q1 		$1.64M Sell
6,689
-575
-8% -$147K 0.87% 30
2024
Q4 		$1.74M Buy
7,264
+12
+0.2% +$2.79K 0.88% 31
2024
Q3 		$1.53M Sell
7,252
-117
-2% -$24.6K 1.26% 13
2024
Q2 		$1.49M Buy
7,369
+188
+3% +$36.8K 0.97% 20
2024
Q1 		$1.44M Sell
7,181
-314
-4% -$56.7K 1.6% 11
2023
Q4 		$1.27M Buy
+7,495
New +$1.14M 1.62% 13

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

Sunpointe's JPM Position: Q1 2026 in Review

Sunpointe reduced its JPMorgan Chase (JPM) stake by 15% in Q1 2026, selling an estimated $558K and leaving 10,551 shares worth $3.1M. The position accounts for 1.02% of the portfolio, ranked #26.

Sunpointe first reported a position in JPM in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.99M in Q4 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Sunpointe held 10,551 shares of JPMorgan Chase worth $3.1M as of Q1 2026.
  • Sunpointe sold 1,837 JPMorgan Chase shares in Q1 2026, an estimated $558K.
  • JPMorgan Chase made up 1.02% of Sunpointe's portfolio in Q1 2026, its #26 holding.
  • Sunpointe first reported a position in JPMorgan Chase in Q4 2023 and has held it in 10 quarters since.
  • Sunpointe's JPMorgan Chase position peaked at $3.99M in Q4 2025.
  • 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Sunpointe's 13F filing for Q1 2026, filed 21 Apr 2026.