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Talon Private Wealth’s JPMorgan Chase JPM Stock Holding History

Talon Private 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 		$2.75M Buy
+9,365
New +$2.84M 0.37% 56
2025
Q2 		$3.09M Sell
10,647
-963
-8% -$246K 0.43% 32
2025
Q1 		$2.9M Buy
11,610
+11,014
+1,848% +$2.81M 0.39% 32
2024
Q4 		$143K Buy
596
+163
+38% +$38K 0.03% 131
2024
Q3 		$91.3K Buy
+433
New +$91.2K 0.02% 94

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

Talon Private Wealth's JPM Position: Q1 2026 in Review

Talon Private Wealth opened a new position in JPMorgan Chase (JPM) in Q1 2026: 9,365 shares worth $2.75M. The stake represents 0.37% of the portfolio and ranks #56 among its holdings. This is a return to the name: Talon Private Wealth previously reported a position in JPM as recently as Q2 2025.

Talon Private Wealth first reported a position in JPM in Q3 2024 and has held it in 5 quarters since. The position peaked at $3.09M in Q2 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Talon Private Wealth held 9,365 shares of JPMorgan Chase worth $2.75M as of Q1 2026.
  • JPMorgan Chase was a new Talon Private Wealth position in Q1 2026.
  • JPMorgan Chase made up 0.37% of Talon Private Wealth's portfolio in Q1 2026, its #56 holding.
  • Talon Private Wealth first reported a position in JPMorgan Chase in Q3 2024 and has held it in 5 quarters since.
  • Talon Private Wealth's JPMorgan Chase position peaked at $3.09M in Q2 2025.
  • 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Talon Private Wealth's 13F filing for Q1 2026, filed 18 May 2026.