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von Borstel & Associates’s JPMorgan Chase JPM Stock Holding History

von Borstel & Associates’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 		$1.09M Buy
3,706
+40
+1% +$12.1K 0.25% 18
2025
Q4 		$1.18M Sell
3,666
-4,464
-55% -$1.38M 0.28% 16
2025
Q3 		$2.58M Buy
8,130
+4,464
+122% +$1.33M 0.39% 37
2025
Q2 		$1.08M Buy
3,666
+33
+0.9% +$8.42K 0.28% 14
2025
Q1 		$891K Sell
3,633
-33
-0.9% -$8.41K 0.27% 17
2024
Q4 		$878K Buy
3,666
+33
+0.9% +$7.69K 0.34% 18
2024
Q3 		$766K Buy
+3,633
New +$765K 0.43% 18

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

von Borstel & Associates's JPM Position: Q1 2026 in Review

von Borstel & Associates increased its JPMorgan Chase (JPM) stake by 1.1% in Q1 2026, buying an estimated $12.1K and bringing the position to 3,706 shares worth $1.09M. The position accounts for 0.25% of the portfolio, ranked #18.

von Borstel & Associates first reported a position in JPM in Q3 2024 and has held it in 7 quarters since. The position peaked at $2.58M in Q3 2025. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • von Borstel & Associates held 3,706 shares of JPMorgan Chase worth $1.09M as of Q1 2026.
  • von Borstel & Associates bought 40 JPMorgan Chase shares in Q1 2026, an estimated $12.1K.
  • JPMorgan Chase made up 0.25% of von Borstel & Associates's portfolio in Q1 2026, its #18 holding.
  • von Borstel & Associates first reported a position in JPMorgan Chase in Q3 2024 and has held it in 7 quarters since.
  • von Borstel & Associates's JPMorgan Chase position peaked at $2.58M in Q3 2025.
  • 5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on von Borstel & Associates's 13F filing for Q1 2026, filed 12 May 2026.