ZAM
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Zevin Asset Management’s JPMorgan Chase JPM Stock Holding History

Zevin Asset Management’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 		$290K Sell
987
-64
-6% -$19.4K 0.04% 82
2025
Q4 		$339K Sell
1,051
-171
-14% -$52.9K 0.05% 78
2025
Q3 		$385K Buy
1,222
+125
+11% +$37.2K 0.06% 69
2025
Q2 		$318K Buy
1,097
+47
+4% +$12K 0.05% 68
2025
Q1 		$258K Sell
1,050
-462
-31% -$118K 0.04% 73
2024
Q4 		$362K Sell
1,512
-166
-10% -$38.7K 0.05% 63
2024
Q3 		$354K Buy
1,678
+10
+0.6% +$2.11K 0.05% 62
2024
Q2 		$337K Sell
1,668
-281
-14% -$54.9K 0.05% 60
2024
Q1 		$390K Sell
1,949
-355
-15% -$64.1K 0.06% 59
2023
Q4 		$392K Buy
2,304
+205
+10% +$31.1K 0.07% 62
2023
Q3 		$304K Buy
+2,099
New +$315K 0.06% 68

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

Zevin Asset Management's JPM Position: Q1 2026 in Review

Zevin Asset Management reduced its JPMorgan Chase (JPM) stake by 6.1% in Q1 2026, selling an estimated $19.4K and leaving 987 shares worth $290K. The position accounts for 0.04% of the portfolio, ranked #82.

Zevin Asset Management first reported a position in JPM in Q3 2023 and has held it in 11 quarters since. The position peaked at $392K in Q4 2023. 5,052 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Zevin Asset Management held 987 shares of JPMorgan Chase worth $290K as of Q1 2026.
  • Zevin Asset Management sold 64 JPMorgan Chase shares in Q1 2026, an estimated $19.4K.
  • JPMorgan Chase made up 0.04% of Zevin Asset Management's portfolio in Q1 2026, its #82 holding.
  • Zevin Asset Management first reported a position in JPMorgan Chase in Q3 2023 and has held it in 11 quarters since.
  • Zevin Asset Management's JPMorgan Chase position peaked at $392K in Q4 2023.
  • 5,052 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Zevin Asset Management's 13F filing for Q1 2026, filed 7 May 2026.