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Whalerock Point Partners’s JPMorgan Chase JPM Stock Holding History

Whalerock Point Partners’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 		$15.5M Sell
52,647
-80
-0.2% -$24.3K 2.99% 7
2025
Q4 		$17M Buy
52,727
+923
+2% +$286K 3.23% 7
2025
Q3 		$16.3M Buy
51,804
+51
+0.1% +$15.2K 3.32% 7
2025
Q2 		$15M Buy
51,753
+163
+0.3% +$41.6K 3.24% 7
2025
Q1 		$12.7M Buy
51,590
+1,050
+2% +$268K 3% 7
2024
Q4 		$12.1M Buy
50,540
+451
+0.9% +$105K 2.82% 7
2024
Q3 		$10.6M Buy
50,089
+252
+0.5% +$53.1K 2.51% 8
2024
Q2 		$10.1M Buy
49,837
+617
+1% +$121K 2.7% 8
2024
Q1 		$9.86M Buy
49,220
+1,424
+3% +$257K 2.69% 7
2023
Q4 		$8.13M Sell
47,796
-1,748
-4% -$265K 2.51% 7
2023
Q3 		$7.18M Sell
49,544
-131
-0.3% -$19.6K 2.49% 9
2023
Q2 		$7.22M Sell
49,675
-211
-0.4% -$29K 2.45% 8
2023
Q1 		$6.5M Buy
49,886
+257
+0.5% +$35.2K 2.42% 8
2022
Q4 		$6.66M Buy
49,629
+1,352
+3% +$171K 2.71% 6
2022
Q3 		$5.04M Buy
48,277
+452
+0.9% +$51.9K 2.22% 12
2022
Q2 		$5.39M Buy
47,825
+923
+2% +$114K 2.28% 10
2022
Q1 		$6.39M Buy
46,902
+1,667
+4% +$246K 2.27% 12
2021
Q4 		$7.16M Buy
45,235
+1,501
+3% +$246K 2.45% 7
2021
Q3 		$7.16M Buy
43,734
+1,576
+4% +$247K 2.77% 6
2021
Q2 		$6.56M Buy
42,158
+507
+1% +$79.6K 2.52% 6
2021
Q1 		$6.34M Buy
41,651
+941
+2% +$135K 2.79% 6
2020
Q4 		$5.17M Buy
40,710
+36,575
+885% +$4.09M 2.45% 7
2020
Q3 		$4.13M Sell
4,135
-38,566
-90% -$3.79M 2.28% 9
2020
Q2 		$4.02M Buy
42,701
+2,231
+6% +$212K 2.37% 8
2020
Q1 		$3.64M Buy
40,470
+1,912
+5% +$232K 2.61% 7
2019
Q4 		$5.38M Sell
38,558
-2,880
-7% -$369K 2.86% 6
2019
Q3 		$4.88M Buy
41,438
+456
+1% +$51.6K 2.63% 8
2019
Q2 		$4.58M Sell
40,982
-425
-1% -$46.9K 2.62% 8
2019
Q1 		$4.19M Buy
41,407
+4,017
+11% +$414K 2.74% 8
2018
Q4 		$3.65M Sell
37,390
-1,386
-4% -$148K 3.4% 7
2018
Q3 		$4.38M Buy
38,776
+173
+0.4% +$19.6K 3.18% 6
2018
Q2 		$4.02M Sell
38,603
-18,097
-32% -$1.99M 3.21% 6
2018
Q1 		$6.24M Buy
56,700
+105
+0.2% +$11.9K 2% 6
2017
Q4 		$6.05M Buy
56,595
+1,705
+3% +$173K 1.92% 6
2017
Q3 		$5.24M Buy
54,890
+143
+0.3% +$13.2K 1.85% 6
2017
Q2 		$5M Sell
54,747
-1,615
-3% -$139K 1.84% 7
2017
Q1 		$4.95M Sell
56,362
-922
-2% -$81.3K 1.85% 7
2016
Q4 		$4.94M Sell
57,284
-1,300
-2% -$99.1K 1.95% 7
2016
Q3 		$3.9M Buy
+58,584
New +$3.82M 1.61% 12
2016
Q1 		$3.46M Buy
58,394
+2,165
+4% +$126K 1.49% 14
2015
Q4 		$3.71M Buy
56,229
+1,180
+2% +$76.8K 1.62% 14
2015
Q3 		$3.36M Buy
55,049
+3,700
+7% +$242K 1.45% 13
2015
Q2 		$3.48M Buy
51,349
+10,750
+26% +$702K 1.44% 13
2015
Q1 		$2.46M Sell
40,599
-2,450
-6% -$145K 1% 17
2014
Q4 		$2.69M Buy
43,049
+2,174
+5% +$131K 1.14% 16
2014
Q3 		$2.46M Buy
40,875
+425
+1% +$24.8K 1.11% 15
2014
Q2 		$2.33M Buy
40,450
+9,187
+29% +$516K 1.11% 15
2014
Q1 		$1.9M Buy
31,263
+2,250
+8% +$130K 0.97% 20
2013
Q4 		$1.7M Buy
+29,013
New +$1.59M 0.89% 23

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

Whalerock Point Partners's JPM Position: Q1 2026 in Review

Whalerock Point Partners reduced its JPMorgan Chase (JPM) stake by 0.15% in Q1 2026, selling an estimated $24.3K and leaving 52,647 shares worth $15.5M. The position accounts for 2.99% of the portfolio, ranked #7.

Whalerock Point Partners first reported a position in JPM in Q4 2013 and has held it in 49 quarters since. The position peaked at $17M in Q4 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Whalerock Point Partners held 52,647 shares of JPMorgan Chase worth $15.5M as of Q1 2026.
  • Whalerock Point Partners sold 80 JPMorgan Chase shares in Q1 2026, an estimated $24.3K.
  • JPMorgan Chase made up 2.99% of Whalerock Point Partners's portfolio in Q1 2026, its #7 holding.
  • Whalerock Point Partners first reported a position in JPMorgan Chase in Q4 2013 and has held it in 49 quarters since.
  • Whalerock Point Partners's JPMorgan Chase position peaked at $17M in Q4 2025.
  • 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Whalerock Point Partners's 13F filing for Q1 2026, filed 15 May 2026.