Granite Bay Wealth Management, LLC / JPM
Granite Bay Wealth Management, LLC’s Jpmorgan Chase & Co Position
Does Granite Bay Wealth Management, LLC own Jpmorgan Chase & Co (JPM)? Yes — 28.7K shares worth $8M (+1.80% of its 13F portfolio) as of Q1 2026, up from 26.1K shares the prior filed quarter.
Position Value
$8M
Q1 2026
Shares
28.7K
% of Portfolio
+1.80%
Quarters Held
13
currently held
Position History JPM
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 28.7K | $8M | +1.80% |
| Q4 2025 | 26.1K | $8M | +2.02% |
| Q3 2025 | 25.2K | $8M | +2.07% |
| Q2 2025 | 24.8K | $7,202 | +2.31% |
| Q1 2025 | 24.9K | $6,104 | +2.12% |
| Q4 2024 | 26.5K | $6,357 | +2.36% |
| Q3 2024 | 25.9K | $5,468 | +3.07% |
| Q2 2024 | 23.4K | $4,739 | +2.54% |
| Q1 2024 | 22.4K | $4,482 | +2.55% |
| Q4 2023 | 1.32M | $201,048 | +1.80% |
| Q3 2023 | 1.06M | $158,994 | +1.56% |
| Q2 2023 | 11.5K | $1,676 | +1.56% |
| Q1 2023 | 8.8K | $1,140 | +0.80% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Granite Bay Wealth Management, LLC’s full portfolio or all institutional holders of JPM.